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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 ™ includes cms 2 SY PDF ™ Bundle price: $88 Demo Version Available 60 Day Money Back Guarantee (generous discounts on multiple purchase)
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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
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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
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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
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Slide#: 5© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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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
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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.
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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.
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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”.
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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”.
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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”
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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.
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Slide#: 13© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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Slide#: 14© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Installation Instructions Pending
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Slide#: 15© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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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.
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Slide#: 17© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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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
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Slide#: 19© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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Slide#: 20© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Technical Information
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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
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Slide#: 22© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Future Plans Pending
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Slide#: 23© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ By CMS to the MAX
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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
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Slide#: 25© GPS Financial Services 2008-2009Revised 04/04/2009 CMS to the MAX & Cougar-Magic Products
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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™
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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
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Slide#: 28© GPS Financial Services 2008-2009Revised 04/04/2009 CMS to the MAX & Cougar-Magic Products
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Slide#: 29© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Enhanced Reports Pending
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Slide#: 30© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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Slide#: 31© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Examples Pending
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Slide#: 32© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ by CMS to the MAX
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Slide#: 33© GPS Financial Services 2008-2009Revised 04/04/2009 cms 2 AR Email/AutoArchive/PDF™ Tips & Tricks Pending
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