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Slide#: 1© GPS Financial Services 2008-2009Revised 02/12/2010 cms 2 IN Excel tm Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 02/12/2010 cms 2 IN Excel tm Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 02/12/2010 cms 2 IN Excel tm Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 02/12/2010 Cougar Mountain Software Professional Version cms 2 IN Excel tm Price: $350 (generous discounts on multiple purchase)

3 Slide#: 3© GPS Financial Services 2008-2009Revised 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

4 Slide#: 4© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

5 Slide#: 5© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm Product Info  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

6 Slide#: 6© GPS Financial Services 2008-2009Revised 02/12/2010 Users can select the module of their choice

7 Slide#: 7© GPS Financial Services 2008-2009Revised 02/12/2010 Choose any of the Inventory Productivity Tools

8 Slide#: 8© GPS Financial Services 2008-2009Revised 02/12/2010 Select Function

9 Slide#: 9© GPS Financial Services 2008-2009Revised 02/12/2010

10 Slide#: 10© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

11 Slide#: 11© GPS Financial Services 2008-2009Revised 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.

12 Slide#: 12© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

13 Slide#: 13© GPS Financial Services 2008-2009Revised 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.

14 Slide#: 14© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

15 Slide#: 15© GPS Financial Services 2008-2009Revised 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

16 Slide#: 16© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

17 Slide#: 17© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm Technical Information

18 Slide#: 18© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX The pricing on future enhancements is not known at this time

19 Slide#: 19© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm Future Plans  Pending

20 Slide#: 20© GPS Financial Services 2008-2009Revised 02/12/2010 CMS to the MAX

21 Slide#: 21© GPS Financial Services 2008-2009Revised 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) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax sales@CMStotheMAX.com

22 Slide#: 22© GPS Financial Services 2008-2009Revised 02/12/2010 CMS to the MAX

23 Slide#: 23© GPS Financial Services 2008-2009Revised 02/12/2010 Top Sellers - CMStotheMax  cms 2 EM Email 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

24 Slide#: 24© GPS Financial Services 2008-2009Revised 02/12/2010 Product Overview

25 Slide#: 25© GPS Financial Services 2008-2009Revised 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

26 Slide#: 26© GPS Financial Services 2008-2009Revised 02/12/2010 CMS to the MAX & Cougar-Magic Products

27 Slide#: 27© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm Enhanced Reports  Pending

28 Slide#: 28© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

29 Slide#: 29© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm Tips & Tricks  Pending

30 Slide#: 30© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm by CMS to the MAX

31 Slide#: 31© GPS Financial Services 2008-2009Revised 02/12/2010 cms2IN Excel tm Examples  Pending


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