Business Software, part 2

[Paul McCloud]

Hi, John:
I use a Palm for appointments and customer info.  Rock solid, simple,
reliable.  You can sync with Outlook if you want to, but the Palm
software is more than enough for me.  I use Quickbooks for keeping the
books.  I don't have the two customer lists sync'd, though.  I tried
PocketBooks, installed on my Palm, and used an infrared printer with it,
but it was absurdly slow to print.  Receipts look better filled out by
hand (faster too).  I can always enter the info into Quickbooks at home
anyway, and make up deposits at the same time.     
I might consider a Pocket PC someday, but for now the Palm is working
fine for me.  The software is second to none for simplicity and
reliability.
I don't do reminders, so I have no comment.
It's also nice to know that the most popular programs out there are
supported across many platforms, and sharing customer files between
programs is likely to be easier to do if needed.
FWIW
 
Paul McCloud
San Diego
 
-----Original Message-----
From: pianotech-bounces at ptg.org [mailto:pianotech-bounces at ptg.org] On
Behalf Of John M. Formsma
Sent: Thursday, January 11, 2007 3:08 PM
To: Pianotech List
Subject: Business Software, part 2
 
These questions are for everyone who uses some kind of computer-based
customer management software. 

What do you like best about what you use?

What do you hate the most?

What are your most-used features?

What do you wish yours would do that you just can't seem to find
anywhere else? (Besides calling your customers for you <grin>)

What do you value the most in a software program? Ease of use, ability
to run the most obscure report, on-the-job invoice printing, accounting,
automatic email reminders, PocketPC or Palm capability?

I really would like to hear from everyone. If you don't want to post to
the list, please email john at formsmapiano.com

Best,

John Formsma



Dave Bunch wrote: 
Hello-
 
I would like to change to a new customer database software. I currently
use Filemaker pro, but there are two features I would like to have.
Something that would flag customers that are on a schedule that is not
the norm, like every three months. I would also like to click on the
address and go to the location at MapQuest.
 
Does anything like this exist?
 
Thanks
 
Dave Bunch
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