Hi Terry, I use a very powerful program for the Mac called Daylite. You can find it at http://www.marketcircle.com/ They have a Mac version as well as an iPhone version that sync with each other. I used the services of Mac Angel http://www.macangel.com/ to help me set up the system for piano use. She also has lots of free podcasts and movies on iTunes. It's very powerful, solidly built, with excellent support. It integrates client management with projects, opportunities, tasks, your calendar, and your email. You can import selected emails from Apple Mail and attach them to any client, project, etc. You can sync across multiple computers, in real time with the proper setup. The only caveat is that it probably has an above average learning curve but it is certainly manageable. That's where Marni at Mac Angel really helped. Filemaker is a good program but you have to build what you want from scratch, although there are many templates out there, you may still need to modify them to work for you. Daylite is definitely worth a look. You can download a free 30 day trial, too! Good luck! Regards, Rob McCall McCall Piano Service, LLC www.mccallpiano.com Murrieta, CA 951-698-1875 On Oct 03, 2010, at 14:05 , Terry Farrell wrote: > Hi Folks. Looks like another round of software for client management questions. > > I've recently initiated arrangements with a woman to do most of the administrative tasks associated with my piano service business. I've been using PTBiz for more than ten years now. However, as it is not being upgraded or supported any more, relying on it for anything in the future is precarious at best. > > So what's the latest and greatest? Basically, I'm looking for the functionality of PTBiz (I like that silly little program!), with something that can be synced among two or three remote computers (mine, hers, and a field computer). I would prefer something for a MAC, but can possibly work with a PC. > > Talking with a few computer-savvy friends and digging on the web, it looks to me like File Maker Pro 11 might be the way to go. Anyone using it? > > Thanks! > > Terry Farrell >
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