Slide#: 1© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 NW MacrosKB ™ Price: Call...
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Transcript of Slide#: 1© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 NW MacrosKB ™ Price: Call...
Slide#: 1 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™Price: Call $100
(generous discounts on multiple purchase)
cms2NW MacrosKB ™Price: Call $100
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 04/12/2009
Product & Bundle Pricing>> Highest Product full price <<
Product & Bundle Pricing>> Highest Product full price <<
Single Bundled
cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56
cms2AR AutoCreditHold $ 350 $ 175
cms2AR AreaCodeFix or Add Fax #’s or Add SIC $ 350 $ 175
cms2AR CopyCustomers-Prospects $ 350 $ 175
cms2SH ShippingNotifications $ 155 $ 74
cms2EX Excel $ 199 $ 99
cms2EM Email $ 89 $ 44
cms2AR IntegrityVer $ 350 $ 175
cms2AR PhoneCheck/Fax $ 88 $ 44
cms2AR PwrEntry $ 350 $ 175
cms2UF LookupEnh+ or cms2UF UDF $100 $ 50
cms2EM PDFblaster+ Call $$$
A Little Advertising
Slide#: 3 © GPS Financial Services 2008-2009Revised 04/12/2009
1. Product Info
2. Installation
3. Troubleshooting
4. Upgrades, Service Packs & Smart Patches
5. Technical Info
6. Future Plans
7. Ordering Info
8. Other Products
9. Enhanced Reports
10.Examples & FAQ’s
11.Tips & Tricks
Sections to this presentationSections to this presentation
Slide#: 4 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 5 © GPS Financial Services 2008-2009Revised 04/12/2009
Added Functionality
Improved User friendliness
Unpost Transactions
Emailing Ability
Export to Excel
Quickly fix missing or bad data
Credit and collection tools
Module Integrity Verification
Compatible with CMS Versions 4 through 12 & V2009
Automatically updates itself for version and service pack changes
cms2NW MacrosKB ™ Product Info
cms2NW MacrosKB ™ Product Info
Slide#: 6 © GPS Financial Services 2008-2009Revised 04/12/2009
Automate input, skip over unused fields, wait for input and much more. Its easy to use and $249 of the software including 90 days of support -- additional WS licenses $60 each.
cms2NW MacrosKB ™ Product Info
cms2NW MacrosKB ™ Product Info
Slide#: 7 © GPS Financial Services 2008-2009Revised 04/12/2009
Macro Express is the premier Windows macro utility. With Macro Express, you can record, edit and play back mouse and keyboard macros. Its powerful tools and robust features will make you more productive.
Why Use Macros? A macro is a series of written instructions or recorded
keystrokes and mouse actions. With a single keystroke, play back these activities at a much faster speed than can be performed manually. Eliminate wasted time and the risk of error that typically occur when performing repetitive tasks.
Do it Smarter, Faster and Cheaper Macro Express pays for itself after just a few hours of increased productivity.
Automate boring, repetitive computer tasks. Get the job done quicker, more reliably and with less stress. Reduce wear and tear on wrists and hands.
cms2NW MacrosKB ™ Product Info
cms2NW MacrosKB ™ Product Info
Slide#: 8 © GPS Financial Services 2008-2009Revised 04/12/2009
What is a Macro? One of the primary purposes of computers is to simplify and make our lives
and jobs easier. They can and do. However, what if we could simplify our use of the computer and alleviate tedious computer tasks? We would of course be even more productive!
A macro is a way to automate a task that you perform repeatedly or on a regular basis. It is a series of commands and actions that can be stored and run whenever you need to perform the task. You can record or build a macro, and then play the macro to automatically repeat the series of commands or actions.
A macro is a set of commands that can be played back at will to perform a given task. These tasks can be something simple from inserting your name and address into a word processor to something more complex such as launching a program, copying data from it, activating another program, pasting the data into it and repeating this several times. Tasks performed by macros are typically repetitive in nature allowing significant savings in time by executing the macro instead of manually repeating the commands.
cms2NW MacrosKB ™ Product Info
cms2NW MacrosKB ™ Product Info
Slide#: 9 © GPS Financial Services 2008-2009Revised 04/12/2009
Save Time!
One of the primary purposes of computers is to simplify and make our lives and jobs easier. They can and do. However, what if we could simplify our use of the computer and alleviate tedious computer tasks? We would of course be even more productive!
Do you find yourself typing the same thing over and over? Create macros for your most commonly used text--names, addresses, web sites, letterhead, boilerplate for legal, medical, real estate and more.
Would you like to do a backup or run a program unattended? Schedule a macro to run your programs when you want them run.
Would you like to automate your email responses? Create macros for standard greetings, E-Mail taglines, price quotes, customer support and so much more!
Do you need to copy and paste between different programs? Use Macro Express to automate the process.
cms2NW MacrosKB ™ Product Info
cms2NW MacrosKB ™ Product Info
Slide#: 10 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ Product Info
cms2NW MacrosKB ™ Product Info
Slide#: 11 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 12 © GPS Financial Services 2008-2009Revised 04/12/2009
Installation happens automatically when you install V10 or better
To activate this feature, you need to go to Order Entry> Options> Codes> Order Guide> Run Utility
To keep the file updated, rerun the file daily/weekly/monthly as needed
To optimize this feature, staff should be trained to manually add items that a customer inquires about and any item that the staff feels that the customer might be interested in.
cms2NW MacrosKB ™ Installation Instructions
cms2NW MacrosKB ™ Installation Instructions
Slide#: 13 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 14 © GPS Financial Services 2008-2009Revised 04/12/2009
This product should require no troubleshooting. Its beautiful in its simplicity.
Re-indexing is almost always a first step
If a record locking error occurs, use UTICMS to delete any blank records
If problems still exist, use dbFix & FileFix to rebuild the file
If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.
cms2NW MacrosKB ™ Troubleshooting
cms2NW MacrosKB ™ Troubleshooting
Slide#: 15 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 16 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ Upgrades, Service Packs & Smart Patches
cms2NW MacrosKB ™ Upgrades, Service Packs & Smart Patches
This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility
If a custom report was installed, it will need to be reloaded
Slide#: 17 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 18 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ Technical Information
cms2NW MacrosKB ™ Technical Information
Slide#: 19 © GPS Financial Services 2008-2009Revised 04/12/2009
The pricing on future enhancements is not known at this time
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 20 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ Future Plans
cms2NW MacrosKB ™ Future Plans
Pending
Slide#: 21 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 22 © GPS Financial Services 2008-2009Revised 04/12/2009
How Can I Get the CMStotheMax ™ Products?
How Can I Get the CMStotheMax ™ Products?
You can get this product from your favorite Cougar Mtn Dealer
or
GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)
13337 South Street #352
Cerritos, CA 90703
714 228-5444 Phone
800 531-2944 Fax
email us at: [email protected]
Slide#: 23 © GPS Financial Services 2008-2009Revised 04/12/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 24 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2EM Email ™
cms2EX Excel ™
cms2EM PDFblaster ™
cms2AR PowerEntry+ ™
cms2AR AutoCreditHold ™
cms2SY Lookup-Enh ™
cms2OE Collection-Notes ™
cms2AR PastDueNoticestm
cms2CM Collections ™
cms2RRW Reportstm
cms2R&R LearnCDtm
cms2RAR AreaCodeFix ™
cms2OE Unpost ™
cms2R&R LearnCDtm
cms2SH UPS/Fedex/more ™
cms2SH ShippingAcknow ™
cms2CT ContactMgt ™
Cougar-Magic ™ cms2SY UDF ™
Top Sellers & New ProductsTop Sellers & New Products
Slide#: 25 © GPS Financial Services 2008-2009Revised 04/12/2009
Product OverviewProduct Overview
Accounts Receivable& Collections
Inventory& Purchasing
Payroll &Human Relations
Export toExcel/PDF
& eMail/Fax Software &Hardware
Sales
Security &User-friendliness
& More
Support Services& Training
General Ledger& Taxes
ReportsEnhanced
Selling &Shipping/Acknow.
Overview
Slide#: 26 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 28 © GPS Financial Services 2008-2009Revised 04/12/2009
Enhanced & Custom Reports PricingEnhanced & Custom Reports Pricing
Normal Enhanced Report
Single Normal Enhanced Report $ 55
All normal enhanced reports in a module$100
All normal enhanced reports, report tab only all modules $188
All normal enhanced reports for all modules $288
Premium Enhanced Reports
Comparative Sales & Profits (2 period or 3 periods)$110
Customers with no purchases in a date range $ 55
Past Due Invoices in a date range$110
Slide#: 29 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ Enhanced Reports
cms2NW MacrosKB ™ Enhanced Reports
Pending
Slide#: 30 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX
Slide#: 31 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ Examples
cms2NW MacrosKB ™ Examples
Pending
Slide#: 32 © GPS Financial Services 2008-2009Revised 04/12/2009
cms2NW MacrosKB ™ by CMS to the MAX
cms2NW MacrosKB ™ by CMS to the MAX