PTBiz/PocketPC

[Mike and Jane Spalding]

Roy,

I'm using PTBiz on a Windows desktop, which is on all the time.  Even so, I have found it more convenient to keep my appointments in a Day-Timer book, rather than in PTBiz.  I use PTBiz for Customer Data, Invoices, piano service history, Sales Tax data, and Gross Revenue data.

I periodically do what Ed suggested to you:  export the customer list to Excel, and copy it to the pocket PC.  As far as I know, the Customer Data is the only info which can be exported in this manner.  So you can get names, addresses, and phone numbers, but I don't think you can get appointment schedules or piano service history.

regards,

Mike Spalding, RPT

----- Original Message ----- 
From: Roy Peters <roy.peters@mindspring.com>
To: <pianotech@ptg.org>
Sent: Friday, December 27, 2002 4:07 PM
Subject: PTBiz/PocketPC


> List. 
> Season's greetings to all of you.
> I have been using PTBiz.  In general it works well for me. The only
> problem is that my schedule is kept on the calendar in my laptop. Like
> many of you, much of my scheduling is done via the cell phone while out
> doing tunings. When someone calls to schedule an appointment, I have to
> turn on the computer and wait several minutes for it to boot.  For this
> reason, the idea of going to a PocketPC is appealling. It's not only
> smaller, but there is no boot time, right?  The
> reason I haven't done so yet is that I am not sure how I would use it 
> in conjunction with PTBiz.  I would still like to use PTBiz since all of
> my customer database is there.  I talked to Ed Winslow(PTBiz)a few weeks
> ago, and he 
> said that he was thinking of writing a PocketPC version this winter,
> but has yet to do so.  His suggestion was to create reports in PTBiz,
> import them into Excel, and then transfer those files to the PocketPC. 
> At least I would have the information available.  The calendars would
> not be in sync, however.  
> Are any of you already using both PTBiz and a PocketPC, and if so how do
> you make them work together?  Ideally, there would be a way to sync the
> calendar in PTBiz with the calendar already in the PocketPC.
> Thank you.
> 
> Roy Peters, RPT
> Cincinnati, OH
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