Tools Menu Options

Selecting this option will open the Change Password form.  A User may change their SedonaOffice login password at any time by selecting this option.  The User must enter their current password then type in the new password and then type in the new p...

Selecting this option will check the current version of the application installed at the workstation to see if it is the most current version available.   A message will be displayed advising the User if the workstation is current or if a newer vers...

This feature is no longer available. ...

Selecting the Inner Office Messaging option button will open the Inner Office Message Queue.  For more information on Inner Office Messaging, refer to this topic in the Client Management section of SedonaOffice Help. ...

Selecting this option will open the Template List.  This list of templates is used for generating bulk or single mail merge letters from a Collection Queue, the Cancellation Queue, or from one of the Query Builders.   Instructions on how to use this...

If Microsoft MapPoint software is installed on the workstation, selecting this option button will display a map for the address of the record currently being viewed.  If MapPoint is not installed at the workstation, Google Maps will launch to locate...

For companies who have subscribed for SedonaSync and reporting services with Bold Group business partner OPT, clicking on this option will launch the OPT dashboard. ...

This option is used as a tool to quickly calculate monthly payments for a loan amount.  This tool is helpful if your company has agreed to finance an equipment installation for your customer.  The User will enter the Loan Amount, and Interest Rate a...

For companies that have purchased the QuoteWerks sales software, selecting this option will open the QuoteWerks application login form.   Once the User logs in from this form, the QuoteWerks Integration form will be displayed. The QuoteWerks Int...

This feature is no longer available. ...

SedonaOffice uses the spell-check feature of Microsoft Office.  If an area of text is highlighted then the Spell Check option is selected, the Microsoft Office Spell-Check function will launch to check for spelling errors. ...

Selecting the Tools option will display a list of several options.  Some of these options require the purchase of add-on modules to be available for use.   Follow the links below for more information on each of these options. Note: any option requi...

For companies that have purchased the WeSuite sales software, clicking on this option will open a form for entering information to integrate SedonaOffice with the WeSuite database.  Information entered on this form is provided by WeSuite staff. ...