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Slide#: 1© GPS Financial Services 2008-2009Revised 04/04/2009 Cougar Mountain Software Professional Version cms 2 AR Email ™ includes cms 2 SY AutoArchive.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/04/2009 Cougar Mountain Software Professional Version cms 2 AR Email ™ includes cms 2 SY AutoArchive."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 04/04/2009 Cougar Mountain Software Professional Version cms 2 AR Email ™ includes cms 2 SY AutoArchive ™ includes cms 2 SY PDF ™ Bundle price: $88 Demo Version Available 60 Day Money Back Guarantee (generous discounts on multiple purchase)

2 Slide#: 2© GPS Financial Services 2008-2009Revised 04/04/2009 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$ 350$ 175  cms2AR CopyCustomers-Prospects$ 350$ 175  cms2AR DepositSlips$ 155$ 74  cms2AR Excel$ 199$ 99  cms2AR Email$ 89$ 44  cms2AR IntegrityVer$ 350$ 175  cms2AR PhoneCheck$ 88$ 44  cms2AR PwrEntry$ 350$ 175  cms2AR Upload$ 350$ 175

3 Slide#: 3© GPS Financial Services 2008-2009Revised 04/04/2009 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

4 Slide#: 4© GPS Financial Services 2008-2009Revised 04/04/2009 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 cms 2 AR Email/AutoArchive/PDF™ Sections to this presentation

5 Slide#: 5© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

6 Slide#: 6© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Product Info  Added Functionality  Improved User friendliness  Emailing Ability  Credit and collection tools  Compatible with CMS Versions 4 through 12 & V2009  Automatically updates itself for version and service pack changes

7 Slide#: 7© GPS Financial Services 2008-2009Revised 04/04/2009 What does cms 2 Email™ do? The cms 2 Email ™ product allows you to easily email invoices, customer statements, purchase orders and other reports to anyone.

8 Slide#: 8© GPS Financial Services 2008-2009Revised 04/04/2009 What works with cms 2 Email™? S o you can email out of any Windows based application that has the ability to print. The software converts the output to PDF, asks if you want to email it. If you select the email option, it launches your email client (eg. MS Outlook) attaches the PDF automatically and you’re ready to pull the address(es) from your address book, add any comments and send it on its way.

9 Slide#: 9© GPS Financial Services 2008-2009Revised 04/04/2009 Create and Email a PDF Document 1.Choose Print from your application and select PDFCreator, click “OK”.

10 Slide#: 10© GPS Financial Services 2008-2009Revised 04/04/2009 Create and Email a PDF Document 2.Enter any file information you want to save and then choose “eMail”.

11 Slide#: 11© GPS Financial Services 2008-2009Revised 04/04/2009 Create and Email a PDF Document 3.You will then need to choose where you would like the file saved. Click “Save”

12 Slide#: 12© GPS Financial Services 2008-2009Revised 04/04/2009 Create and Email a PDF Document 4.A blank email message will now appear with your file as an attachment.

13 Slide#: 13© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

14 Slide#: 14© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Installation Instructions  Pending

15 Slide#: 15© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

16 Slide#: 16© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ 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.

17 Slide#: 17© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

18 Slide#: 18© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Upgrades, Service Packs & Smart Patches  This product will automatically be updated when a version change, service pack or smart pack  If a custom report was installed, it will need to be reloaded

19 Slide#: 19© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

20 Slide#: 20© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Technical Information

21 Slide#: 21© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX The pricing on future enhancements is not known at this time

22 Slide#: 22© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Future Plans  Pending

23 Slide#: 23© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ By CMS to the MAX

24 Slide#: 24© GPS Financial Services 2008-2009Revised 04/04/2009 How Can I Get the CMStotheMax ™ Products? You can get cms 2 OE_CollectionComments&Notes™ 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

25 Slide#: 25© GPS Financial Services 2008-2009Revised 04/04/2009 CMS to the MAX & Cougar-Magic Products

26 Slide#: 26© GPS Financial Services 2008-2009Revised 04/04/2009 CMStotheMax.com & Cougar-Magic.com Products  cms 2 PR ADP™  cms 2 PR UDF+™  cms 2 PR MaxPak’s™  cms 2 PR CertifiedPR-Forms™  cms 2 PR History-99Yr™  cms 2 PR ReportsEnh™  cms 2 PR CertifiedPR-Forms™  cms 2 PR QckChg™  cms 2 PR Time&Attendance  cms 2 PR TimeclockBridge  cms 2 EX Excel™  cms 2 RRW Reports ™  cms 2 R&R LearnCD ™  cms 2 AutoArchiver™  cms 2 SY ASP™  cms 2 BU Backup+ ™  cms 2 SY CriticalFilesBU™  cms 2 SP Speedup ™  cms 2 SY Checklists™  cms 2 SY ErrorFixing™

27 Slide#: 27© GPS Financial Services 2008-2009Revised 04/04/2009 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 & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

28 Slide#: 28© GPS Financial Services 2008-2009Revised 04/04/2009 CMS to the MAX & Cougar-Magic Products

29 Slide#: 29© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Enhanced Reports  Pending

30 Slide#: 30© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

31 Slide#: 31© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Examples  Pending

32 Slide#: 32© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX

33 Slide#: 33© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Tips & Tricks  Pending


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