1. Visualize Success 2011 Jason Butler Sr. Project Manager Visual South, Inc. “Cool Stuff” in VISUAL

2. Visualize Success 2012 What’s Cool ? Product demonstrations – not slides Probably well-known features Lesser-known and newer features More technical capabilities Some topics covered in more detail in other sessions

3. Visualize Success 2012 Well-Known Features Calendar functionality –“T” –Corner clicking –Right clicking Drag-and-drop document references –Central directory definition Customizable view panels Custom UDFs –String (10), String List (10), Number (10), Date (5), Boolean (5), URL (5) –Considerations for reporting

4. Visualize Success 2012 Well-Known Features Search capabilities –Dynamic filtering –Export to Excel –Save queries –Open for Edit Language forms Macros –OnLoad, OnNew, OnSave, OnAfterSave –Can do just about “anything”

5. Visualize Success 2012 Lesser-Known & Newer Features Right-click drill-down menus Email PDF format Email to document contacts Drag-and-Drop parts –Estimating, Customer Order Entry, Purchase Order Entry, Manufacturing Window Add multiple parts at once –Select multiple parts, hold mouse click until box appears Auditing – fields and report printing

6. Visualize Success 2012 Lesser-Known & Newer Features Manufacturing Window Grid View Leg Updater Backflushing Labor Document Lifecycle Customer Credit Status Supply status –Preference settings –Status indicators Auto-dispatching services Update vendor unit pricing

7. Visualize Success 2012 Lesser-Known & Newer Features Multiple part selection capability –Implode by Part –WO traveller print Issue Material from Material Planning Window Terms table entries now required Partial application of pre-invoiced orders

8. Visualize Success 2012 Technical Features User Toolbar Profile security – “most restrictive” applies Query tool View usage for custom UDFs Browse.ini modifications –Add specs info to search SQLServer Database Mail & email alerts using triggers

9. Visualize Success 2012 Questions/Comments Jason Butler jason.butler@visualsouth.com www.visualsouth.com 704-721-6020 Thank you!