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Slide#: 1© GPS Financial Services 2008-2009Revised 01/13/2009 cms2OE CollectionComments&Notes-swo Price: $350 (generous discounts on multiple purchase)

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 01/13/2009 cms2OE CollectionComments&Notes-swo Price: $350 (generous discounts on multiple purchase)"— Presentation transcript:

1 Slide#: 1© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments&Notes-swo Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process When entering an invoice/work order/quote and the customer has a collection status set, a warning is given on the screen that the customer is in collection. This requires that the customer number be looked up, the view option be selected to see what the collection notes are. This modification automatically pops up the collection comments fields and the notes box, to speed the order entry process

3 Slide#: 3© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Click to display Customer Notes

4 Slide#: 4© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Collection Code Lookup

5 Slide#: 5© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Customer Comments & Description from New File Collection description & collection comments

6 Slide#: 6© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Customer Comments & Description from New File Plus Customer Notes Collection description, collection comments & customer notes

7 Slide#: 7© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Collection description & collection comments

8 Slide#: 8© GPS Financial Services Revised 01/13/2009 Other CMStotheMax Products  cms 2 EM tm  cms 2 AutoArchiver tm  cms 2 EX Excel tm  cms 2 OE UPS/FedEx/USPS tm  cms 2 OE OrderAcknow tm  cms 2 OE ShipAcknow tm  cms 2 OE ShippingWgt-Cube tm  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 PR MaxPak’s tm  cms 2 PR CertifiedPR-Forms tm  cms 2 PR QckChg tm  cms 2 PR mini-ContactMgr tm

9 Slide#: 9© GPS Financial Services Revised 01/13/2009 How Can I Get the CMStotheMax tm Products? You can get cms 2 OE_CollectionComments&Notes tm from your local Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax


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