Dave, Dave, & Tom, Thanks for the input. I can see that with only a couple of changes, this is going to work well for my biz. Hey Tom, you are really using the system to the max. Thanks for the details, especially the linked appointments and reminders. I recently upgraded to T&C v.6 and, you're right, they are actively making it even better. Dave Davis --- Tompiano@aol.com wrote: > Hi > I just manually switched my entire database from > PTBiz to Time & Chaos and > for the most part, am quite please with the ease of > the program. However there > are some areas which need improving. That being > said, this is one of the > few software companies which you can actually call > up the tech department and > get good advice. AND...you can give them ideas to > improve their program and > chances are that those changes might already be in > the works. For $75 for the > bundle of software ( Time & Chaos, Legal billing, > Palm Sync, and Pocket PC > sync) its a lot of software for the buck. With > your purchase you will be given > 2 years of free upgrades, which apparently they do > quite often. > You were asking about record keeping: > 2 ways: On your linked appointments tab, enter the > date, name, etc., and > what you did. Note that when you are making a new > customer cardfile, you must > exist the customer cardfile and then click on it > again before you can start > to make "linked appointments". There you will list > in the descriptive area > the important info. Hint, don't just say tuning and > the $ because if you need > to do an appointment search on it won't be able to > extract specific > appointments unless their name is on the > appointment. > The other way would be to use the Notes department > keep a list of what was > done and when. > Linked to Do appointments: this is nice for your > tickler file. Simply add > the name and info, and in the area for "linked > name", put their name in and > this will pop up in (say) October, 2004 as your "to > do" list. From that you > can print labels for reminder cards, if that's the > way that you prefer. > All in all, it's a great program with a tremendous > amt. of potential. But > you will have to play around with quite a bit and > make it work for your needs. > Tom Servinsky > Tickler files: I just did my first batch of reminder > cards using the report > screen and transferred it to the main screen...a > nice feature. Simply decide > how you want it to print (labels vs envelope) and > print. > I have my list divided into several groups: tunings > due, past due, schools, > schools past due, churches, churches past due. This > allows you to look at > particular groups of your database and get reports > or print labels for reminders > and announcements. > Are you running Time and Chaos from only your home > desktop or are you using > it with a PDA? > Keep in mind that if you are going to use a Pocket > PC program to sync with > T& C, there is a lot of information which will not > make its way onto your PDA, > thanks to Bill Gates trying to force everyone to use > Outlook with their PDA. > The screen has things like 1st and 2nd address, > email, kids names, > birthdays, etc., but only what thing for categories. > So you need to be creative and > place information in areas and ignore the > descriptive headings. > > __________________________________ Do you Yahoo!? Friends. Fun. Try the all-new Yahoo! Messenger. http://messenger.yahoo.com/
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