[pianotech] Database for Piano Business

[Al Guecia/AlliedPianoCraft]

Dave, maybe it's the way I use Outlook.

1, I set up my clients into 3 categories, a) Red Flag: customers who tune on 
a regular basis, b) Grey flag: Customers who are overdue. c) No Flag: 
Customer who are over 1 year overdue. I can also make a note on the flag as 
to the tuning interval I want to set up. (3 months, 4 months, 6 months, 
etc.)

2, I set up an alarm for when the next tuning is due. No need to use the 
calendar to set up reminders. Each month on the first (that's the way I set 
it up) my alarm comes up with all the customers that are due to be tuned 
that month.

3, All my customer information is on one page. No need to go into the "note" 
portion.

4, I hit one button and it take me to MS Maps and Directions with the 
customers address already entered for directions.

I guess Outlook works better for my style of setup. I couldn't get T & C to 
do that.

Al



--------------------------------------------------
From: "Dave Davis" <dave at davispiano.com>
Sent: Wednesday, March 04, 2009 5:32 PM
To: <pianotech at ptg.org>
Subject: Re: [pianotech] Database for Piano Business

> Al,
>
> I found that T&C is much more powerful and user-friendly than Outlook. Not 
> sure why it doesn't appear so to you.
>
>
>
> Best regards,
> Dave Davis
> Davis Piano Service
> 425-226-0102
>
> -----Original Message-----
> From: "Al Guecia/AlliedPianoCraft" <AlliedPianoCraft at hotmail.com>
>
> Date: Wed, 4 Mar 2009 17:14:49
> To: <pianotech at ptg.org>
> Subject: Re: [pianotech] Database for Piano Business
>
>
> I downloaded a trial version of T&C and worked with it a while. It really
> can't do what my MS Outlook can do and it if can, it's beyond my expertise
> to get it to do what I want. I'm sticking with my Outlook.
>
> Al
>
>
> --------------------------------------------------
> From: "Mike Spalding" <mike.spalding1 at verizon.net>
> Sent: Wednesday, March 04, 2009 2:31 PM
> To: <pianotech at ptg.org>
> Subject: Re: [pianotech] Database for Piano Business
>
>> PTBiz will export customer data only, via the "Mailmerge" function.  If
>> you try to open your PTBiz data with Microsoft Access, you will see a 
>> list
>> of about 20 files, but the only one you can open is Mailmerge. 
>> Apparently
>> the developer did something to make the others inaccessible.  If some
>> database wiz out there could figure out how to unlock all of the files, 
>> we
>> could use Access to address the features we want, or to export all of the
>> data to some other software.
>>
>> John Formsma wrote:
>>> On Tue, Mar 3, 2009 at 10:22 AM, Ron Nossaman <rnossaman at cox.net
>>> <mailto:rnossaman at cox.net>> wrote:
>>>
>>>
>>>     I have a couple of questions. Can PTBiz export a comma delimited
>>>     file of your database?
>>>
>>>
>>>
>>> PTBiz will export a great deal of the data, but not all. It's been a
>>> while, but I think it will export everything but the piano data,
>>> invoicing, and the accounting. In other words, it exports customer
>>> information but not piano information.  So, you're not totally out of
>>> luck -- just have to reenter piano data.
>>>
>>> -- 
>>> JF
>>
>>
>
>