The setup section of e·silentpartner enables users to set up critical information in the system such as Clients, Contacts, Employees Vendors and more. Here, you can also tailor the system to the unique needs of your organization.

Setup Menu Overview

Within e·silentpartner, information that is defined and modified infrequently is accessible via the Setup menu. Within this area, you define the following:

  • Client. For entry of a client's master record including information on location, demographics, as well as divisions, rates and billing preferences.
  • Contact. For entry of client contact information. These records are linked to a client record, thus giving you an index of all contacts with whom you do business (or want to do business) at a particular client (or prospect). Notes provide you with a way to track all of your communications with or other notes about a specific contact. You can maintain a full record of phone conversations, correspondence, bids submitted or marketing and other promotion efforts.
  • Vendor.  For entry of all the information on those people and companies you rely on to make your business run. From freelancers to printers - all the individuals and businesses you call on to complete your work.
  • Employee. For entry of all the information of the other people you rely on to make your business run - your employees, management and staff.
  • Security. For entry of access rights for employees and vendors who use esilentpartner.
  • Items. For entry of materials and services used to record time and purchases. Items are used for estimating, invoicing and profitability summaries.
  • Cat/Group (Category/Group). A hierarchy you can define linking items and is used primarily for printing purposed on client estimates and invoices.
  • PTO. Provides the ability to set up Paid Time Off, Accrue PTO, Employee’s PTO information, generate PTO Reports and view recent PTO requests and their status. See PTO manual.
  • Preferences. Used for a variety of purposes, such as changing field labels and indicating on what forms should your logo will print. 
  • Reports. This is the area where you can print report(s) on your clients, client contacts, vendor, employees, category/group/item and PTO. 
  • Admin. Here, you will perform various database administration functions including license keys, emails for delinquent time and updating the database.