Slide#: 1© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ Price: Call $100 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
Slide#: 2© GPS Financial Services Revised 04/12/2009 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 $ 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 Revised 04/12/ 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 presentation
Slide#: 4© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 5© GPS Financial Services Revised 04/12/2009 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 cms 2 OE MacrosKB ™ Product Info
Slide#: 6© GPS Financial Services Revised 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. cms 2 OE MacrosKB ™ Product Info
Slide#: 7© GPS Financial Services Revised 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. Macro Express 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.Why Use Macros?Do it Smarter, Faster and Cheaper Automate boring, repetitive computer tasks. Get the job done quicker, more reliably and with less stress. Reduce wear and tear on wrists and hands. cms 2 OE MacrosKB ™ Product Info
Slide#: 8© GPS Financial Services Revised 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. cms 2 OE MacrosKB ™ Product Info
Slide#: 9© GPS Financial Services Revised 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 responses? Create macros for standard greetings, 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. cms 2 OE MacrosKB ™ Product Info
Slide#: 10© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ Product Info
Slide#: 11© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 12© GPS Financial Services Revised 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. cms 2 OE MacrosKB ™ Installation Instructions
Slide#: 13© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 14© GPS Financial Services Revised 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. cms 2 OE MacrosKB ™ Troubleshooting
Slide#: 15© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 16© GPS Financial Services Revised 04/12/2009 cms 2 OE 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 Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 18© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ Technical Information
Slide#: 19© GPS Financial Services Revised 04/12/2009 The pricing on future enhancements is not known at this time cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 20© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ Future Plans Pending
Slide#: 21© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 22© GPS Financial Services Revised 04/12/2009 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) South Street #352 Cerritos, CA Phone Fax us at:
Slide#: 23© GPS Financial Services Revised 04/12/2009 CMS to the MAX & Cougar-Magic
Slide#: 24© GPS Financial Services Revised 04/12/2009 cms 2 EM ™ cms 2 EX Excel ™ cms 2 EM PDFblaster ™ cms 2 AR PowerEntry+ ™ cms 2 AR AutoCreditHold ™ cms 2 SY Lookup-Enh ™ cms 2 OE Collection-Notes ™ cms 2 AR PastDueNotices tm cms 2 CM Collections ™ cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 RAR AreaCodeFix ™ cms 2 OE Unpost ™ cms 2 R&R LearnCD tm cms 2 SH UPS/Fedex/more ™ cms 2 SH ShippingAcknow ™ cms 2 CT ContactMgt ™ Cougar-Magic ™ cms 2 SY UDF ™ Top Sellers & New Products
Slide#: 25© GPS Financial Services Revised 04/12/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & /Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections
Slide#: 26© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 27© GPS Financial Services Revised 04/12/2009
Slide#: 28© GPS Financial Services Revised 04/12/2009 Enhanced & 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 Revised 04/12/2009 cms 2 OE MacrosKB ™ Enhanced Reports Pending
Slide#: 30© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 31© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ Examples Pending
Slide#: 32© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ by CMS to the MAX
Slide#: 33© GPS Financial Services Revised 04/12/2009 cms 2 OE MacrosKB ™ Tips & Tricks SpeakIt - Text to Speech What it does: Speakit uses the Text to Speech feature built into Windows XP to allow Macro Express macros to speak. It can be very helpful for a macro to indicate vocally which part of the macro is running. And, spoken error messages really grab the user's attention. In many cases spoken messages are preferable to text messages that pop up on your screen because when a message pops up, it can interfere with the macro. Now you can have your macros speak using SpeakIt, the new Text to Speech option for Macro Express. Speakit uses the Text to Speech feature built into Windows XP. The options used, including the voice, are those that have previously been configured in the Speech Control Panel Applet. The options used, including the voice, are those that have previously been configured in the Speech Control Panel Applet. Insight Software Solutions is not able to provide support for Microsoft Agent questions. To install: Download the installer file SpeakItSetup.exe (740K) and run it. You must install SpeakIt in the same folder where Macro Express is installed. Once installed, open the sample macro file SpeakIt.mex or import the macros from SpeakIt.mex into your existing macro file. You may also run SpeakIt interactively by double clicking on speakit.exe. To use:SpeakItSetup.exe Open the macro file SpeakIt.mex or Import the macros from the macro file SpeakIt.mex into your macro file. Run the macro "Sample: SpeakIt Text to Speech." You may also run SpeakIt interactively by double- clicking on speakit.exe. Requirements: Requires Windows XP. You may be able to download and install Microsoft Agent to enable speech for other versions of Windows. Macro Express must be running for SpeakIt to work.