I'll try spending a little more time with it. It's so totally different, I just couldn't get it to do what I needed it to do. I'll give another look-skie. Al -------------------------------------------------- From: "David Ilvedson" <ilvey at sbcglobal.net> Sent: Wednesday, March 04, 2009 7:27 PM To: <pianotech at ptg.org> Subject: Re: [pianotech] Database for Piano Business > #1 & 2 T&C has colors...they don't call them flags. When I finish an > appointment...the next time I'm in the office I drag that contact in the > calendar and change the date 1 year in advance...i.e. 2010. I change the > Group on the appointment box to Service Due (which I type in and it can be > anything I want...filled in from there on) Service Due has it's own > color which is RED. Usually I drag them into a Monday which is my main > office day. When that Monday comes around their appt is in Red and I > know to call about the service due. I don't send out mailings, but T&C > can certainly do that by using the user labeled catagories with Jan > through Dec. and 2010, 2011 etc. You can click on the date and do a > report...I never use it. Alarms for every appointment is available. I > use them to alert me on my PDA that the next appointment is 1/2 hour away. > #3 There are many views available and the contact view alone can be used. > How do you keep your service notes at the time of the appointment? > That's what I use my Notes for...I have a Palm Tungsten which syncs to > T&C. Everything I enter at the customer is synced with the computer. I > sure you have the same thing? > #4 Each contact has a link to Mapquest tab on the computer screen. Same > thing one click. Does your PDA have a picture of the map? Do you carry > a computer with you? I have never tried to get a picture on my PDA...I > know I can > > Basically, we all are use to what we use and are unwilling to take the > time with a new program until we absolutely need too. I absolutely > needed to, about 5- 6 years ago. I gave Outlook a long look and was > using it until someone mentioned T&C on the List...never looked back. I > was sold on the dragging contacts into the different areas. > > David Ilvedson, RPT > Pacifica, CA 94044 > > ----- Original message ---------------------------------------- > From: "Al Guecia/AlliedPianoCraft" <AlliedPianoCraft at hotmail.com> > To: <dave at davispiano.com>, <pianotech at ptg.org> > Received: 3/4/2009 4:08:01 PM > Subject: Re: [pianotech] Database for Piano Business > > >>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 >>>> >>>> >>> >>> > > >
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