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
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
Slide#: 3© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Click to display Customer Notes
Slide#: 4© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Collection Code Lookup
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
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
Slide#: 7© GPS Financial Services Revised 01/13/2009 cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process Collection description & collection comments
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
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