Slide#: 1© GPS Financial Services Revised 02/12/2010 cms 2 IN Excel tm Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
Slide#: 2© GPS Financial Services Revised 02/12/2010 Cougar Mountain Software Professional Version cms 2 IN Excel tm Price: $350 (generous discounts on multiple purchase)
Slide#: 3© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Sections to this presentation 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 11.Tips & Tricks
Slide#: 4© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 5© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Product Info Added Functionality Improved User friendliness Unpost Transactions ing 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
Slide#: 6© GPS Financial Services Revised 02/12/2010 Users can select the module of their choice
Slide#: 7© GPS Financial Services Revised 02/12/2010 Choose any of the Inventory Productivity Tools
Slide#: 8© GPS Financial Services Revised 02/12/2010 Select Function
Slide#: 9© GPS Financial Services Revised 02/12/2010
Slide#: 10© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 11© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Installation Instructions 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.
Slide#: 12© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 13© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Troubleshooting 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.
Slide#: 14© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 15© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm 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#: 16© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 17© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Technical Information
Slide#: 18© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX The pricing on future enhancements is not known at this time
Slide#: 19© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Future Plans Pending
Slide#: 20© GPS Financial Services Revised 02/12/2010 CMS to the MAX
Slide#: 21© GPS Financial Services Revised 02/12/2010 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
Slide#: 22© GPS Financial Services Revised 02/12/2010 CMS to the MAX
Slide#: 23© GPS Financial Services Revised 02/12/2010 Top Sellers - CMStotheMax cms 2 EM tm cms 2 EX Excel tm cms 2 EM PDFblaster tm cms 2 AR PowerEntry+ tm cms 2 AR AutoCreditHold tm cms 2 SY Lookup-Enh tm cms 2 OE Collection-Notes tm cms 2 AR PastDueNotices tm cms 2 CM Collections tm cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 RAR AreaCodeFix tm cms 2 OE Unpost tm cms 2 R&R LearnCD tm cms 2 SH UPS/Fedex/more tm cms 2 SH ShippingAcknow tm cms 2 CT ContactMgt tm Cougar-Magic tm cms 2 SY UDF tm
Slide#: 24© GPS Financial Services Revised 02/12/2010 Product Overview
Slide#: 25© GPS Financial Services Revised 02/12/2010 cms2AR_AutoCreditHoldcms2AR_DepositSlipscms2AR_IntegrityVercms2AR_ShipToMtn cms2AR_PwrEntrycms2AR_AddFaxNocms2AR_LookupEnhcms2AR_Tips+ cms2AR_ReportsEnhcms2AR_AddSIC'scms2AR_PhoneCheckcms2AR_Troubleshooting cms2AR_ChgCodescms2AR_Checklistscms2AR_Problem Solvingcms2AR_UDF+ cms2AR_CopyCustomerscms2AR_Checks&Formscms2AR_Procedures+cms2AR_Unpost cms2AR_Excel-Overviewcms2AR_Errors+cms2AR_ReprintPostingscms2AR_Upload cms2AR_AreaCodeFixcms2AR_Forms+cms2AR_RW-Open$Probcms2AR_Closing cms2AR PastDueInvcms2AR PastDueStmt cms2AR Agings cms2AR Payment Discrepancy CMS to the Max & Cougar-Magic cms2AR MaxPak tm
Slide#: 26© GPS Financial Services Revised 02/12/2010 CMS to the MAX & Cougar-Magic Products
Slide#: 27© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Enhanced Reports Pending
Slide#: 28© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 29© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Tips & Tricks Pending
Slide#: 30© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX
Slide#: 31© GPS Financial Services Revised 02/12/2010 cms2IN Excel tm Examples Pending