SRA Features, SRA Training, SRA Updates
A new feature has been added to SRA. We call this feature “One Click.” When working within the equipment worksheet of SRA, a double click was required to open the “Customer Information”, “Worksheet Information”, “Equipment...
SRA Features, SRA Training, SRA Updates
When creating a worksheet, SRA can automatically create a unique quote/file name for that worksheet and quote. Previously, you had two format options to select from: 1. Sales person’s initials and a unique number, or 2. Sales person’s initials, the...
SRA Features, SRA Training
When using SRA to create a new forklift proposal, the equipment and financial worksheets bring together all of the important data that you have selected during the process and imports that data into your customized proposal and order. We understand that in certain...
SRA Features, SRA Training
Sales Rep’s Assistant (SRA) is a very powerful tool. We recently took the time to write out a laundry list of the features and benefits of SRA. We made note of 75 individual features and benefits, and I think, if we really wanted to get down into the minutia, we...
SRA Features, SRA Training
It is important to all of us at Yosemite Software that you have the ability to make fast and accurate lift truck quotes in an efficent manner. In the event that you have a critical issue or simple question, we feel that it is critically important that you have the...
