TIGA

Table of Contents:

  • TIGA Overview
    • Welcome to TIGA
    • Important Concepts and Terms
    • Table Menus
    • Comments
    • Using Advanced Search Language
    • Customizing TIGA
      • Customization Overview
      • Customizing Shortcut Buttons
      • Changing Table Layout
      • Changing the Home Menu and Default Application
      • Creating Custom Styles for Record Fields
      • Specifying Workflow for Clients
    • Updating Your Data
      • Creating Records
      • Editing Records
      • Archiving Records
      • Merging Records
      • Exporting Records
      • Importing Records
      • Changing the Status of a Record
      • Bulk Update
      • Adding an Attachment
    • Downloading a Report
    • Release Notes
      • 2025
      • 2024
      • 2023
      • 2022
      • 2021
      • 2020
      • 2019
      • 2018
      • 2017
      • 2016
      • 2015
      • 2014
  • Time Tracking
  • Sales and Marketing
    • Quotes
      • Quotes Overview
      • Quote Wizard
      • Creating Quotes in TIGA
      • Approving or Rejecting Quotes
    • eStore
      • The eStore Overview
      • TIGA to FORMULATRIX eStore Integration Overview
    • Product Library Administration
      • Quote Catalog Administrator
      • Preparing Products for Quotes
      • Managing the Product Catalog for the eStore
    • Sales Orders
      • Sales Orders Overview
      • Sales Orders and Line Items
      • Creating a Sales Order
      • Creating a Sales Order Line Item
    • Account Management
      • Adding and Duplicating Contacts
      • Merging Contacts
      • Synchronizing Contacts to HubSpot
      • Adding an Institute
    • Customer Interaction
      • Logging a Customer Interaction
      • Automatic Logging of Customer Interactions
      • Sending a Customer Survey
    • Reporting and Analysis
      • Creating Demo Reports
      • Exporting Your Sales Pipeline
      • Exporting Next Step Reports
    • Patents
  • Item Requests
    • Item Requests Overview
    • Requesting/Returning Items
    • Processing Requested Items
    • Receiving Items
  • Support Tasks
    • Support Tasks Overview
    • Creating Cases and Adding Entries
    • Creating New Issues from Cases
    • Creating Account Visits and Logging Travel Entries
    • Scoring Installed Products
    • Generating Customer Service Reports
    • Generating Customer Activity Reports
    • Generating FSE Utilization Report
    • Logging Part Replacements
  • Bonded Zone
    • Bonded Zone Overview
    • Work Orders
      • Work Orders Overview
      • Creating Work Orders
      • Creating Work Order Line Items
      • Approving or Rejecting Work Orders
    • Borrowed Parts
    • Purchase Orders
      • Purchase Orders Overview
      • Creating Purchase Orders
      • Creating Purchase Order Line Items
      • Canceling Purchase Order Line Items
      • Editing or Approving Purchase Orders
      • Creating a Purchase Order via Auto Multi PO
      • Creating a Purchase Order via Auto Multi WO
    • Shipping
      • Shipping Overview
      • Creating Shipping Documents
      • Shipping Consumable Parts
      • Export Control Validation
      • Creating or Editing New Transaction Line Items (TALI)
    • Transactions
      • Shipment Request Out Transaction
      • Shipment Request In
    • FIFO Track
    • SKEP
    • Bonded Zone Reports
  • Warehouse Management
    • Warehouse Management Overview
    • Receiving and Managing Goods Storage
    • Confirming Items Using Scan Barcode
    • Manual Receiving
    • Transferring In
    • Moving Parts to Different Bin
    • Transferring Items to a Different Warehouse
    • Issued Out
    • Issued In
    • Scrap In
    • Stock Opname
    • Inventory Adjustments
    • Items
    • Adding Purchased Parts to the Support Warehouse
    • Setting Minimum Stock Quantities
  • Production
    • IME System
      • Mold Design
      • Mold Maker
      • Mold Trial
    • Ready to Manufacture (RTM)
  • TIGA Administration
    • TIGA Users’ Permissions
    • Setting up Record Permissions
    • Configuring New Users
    • Creating Custom Reports in TIGA
  • Encryption
  • Troubleshooting
TIGA
  • Sales and Marketing
  • Reporting and Analysis

Reporting and Analysis

  • Creating Demo Reports
  • Exporting Your Sales Pipeline
  • Exporting Next Step Reports
    • Related Topics:
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Unit 6, Level 13, Gate District, Gate Building

Dubai International Financial Centre

Dubai, United Arab Emirates

+1-781-788-0228

tigacrm.sw@formulatrix.com
publications@formulatrix.com

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