Menu – DeskManager Setup

The Setup Menu can be accessed by clicking File then Setup.

This setup option controls various reference tables and security settings.

User Security – Create users, assign passwords and set security options here.
Company Profile – Configure company related information here.
System Setup – General system defaults are configured here.
Tax Table – Allows you to define tax rates that will be applied in the deals for your customers.
TriVin Program – Use this to select the destination of the TriVin files you can generate.
Payment Processing Setup – Configure the Payment Processing options here.
Inventory Setup – Controls tables relating to your inventory such as the year, make, and model
Accounting – Controls tables relating to account types, income and expense categories, and payment types
QuickBooks – Controls tables relating to DeskManager to QuickBooks mappings
Service – Setup options for the Service Module are found here.
To-Do – Configure your To-Do Action List and Action Group items here.
Tasks/Follow ups – Create Status and Subject items for use in the Tasks/Follow-ups tools.
Third Party – Configure tables relating to insurance companies, insurance agents, warranty providers, vendors, and finance companies in here.
Communications – For users who work directly with a Credit Reporting Agency, configure related communication settings here.
Profit Calculation – Allows you to set the gross, front-end, and back-end profit formulas
Deal – Controls tables relating to deal defaults, default settings, status table, lead source, and accessories defaults
Financing – Setup default values related to deal financing.
Buy-Here/Pay-Here – Decide on BHPH related options like Next Payment Due Date calculations, Late Fee calculations and etc.
Lease –
Prospects –
Metro II Credit Reporting –
Menu Selling –
Forms – Lists state and bank forms, warranty forms, buyer’s guides, and lease forms.
Insurance Rate Table – Allows you to set rates for insurance companies
Warranty Option Table –
Logged In Users – Believe it or not, this will let you know which other users are logged into the DeskManager system.
Printers – Allows you to define the printers
Employee Records – Controls your sales reps, closers, F&I reps, general managers, and sales managers
WebManager – Configure how DeskManager will interact with your WebManager account.
Switch Elink Log – This is a tech support tool that will assist our support team should we have the need to learn more about why you are unable to use items in the program that must interact with the internet in some way.

Note that some setup options will give you the following options:
New – Allows you to add a new record
Open – Allows you to open the highlighted record
Delete – Allows you to delete the highlighted record
Search – Allows you to search for a string within the displayed records
Tag – Allows you to tag all, un-tag all of the records, or tag/un-tag the highlighted record.
Print – Allows you to print the list
Export – Allows you to export the list to a comma-delimited value
Reload – Refreshes the screen