<html> <head> <META HTTP-EQUIV="Content-Type" CONTENT="text/html; = charset=us-ascii"> <meta name=Generator content="Microsoft Word 10 (filtered)"> <style>  </style> </head> <body lang=EN-US link=blue vlink=purple> <div class=Section1> Roy= :   First I have all of my clients = listed in Outlook.  This includes name, address, multiple phone numbers, = email, etc.  This also includes one large blank field, where you can enter = any information you want.  I typically include directions to the = persons house, and work history in this area.  With Outlook it is possible = to create custom fields (or so I’ve been told… just too lazy to = do it) which would allow for more of a spread sheet feel to the work = history.  But I don’t really feel the need for it.  I simply record the = work I’ve done under the appropriate customer, and save the information.  I = can also then use the calendar function to schedule other appointments, check = schedule, etc.  And because this is all done in Outlook, everything = communicates with everything else just fine.  My PDA also has built in WiFi, = which allows me to utilize numerous internet connections that I find while = driving around (shhhhhh!) or in many customer’s homes.  This means = that I can access my desktop  computer if need be, and add any information = (or retrieve any) that I might need to for some odd = reason.     Jonathan Finger = RPT     -----Original = Message----- From: = pianotech-bounces@ptg.org [mailto:pianotech-bounces@ptg.org] On Behalf Of PetersRPT@aol.com Sent: Sunday, March 30, = 2003 10:36 PM To: pianotech@ptg.org Subject: Re: client info = on the pocket pc   List: I am currently in the same boat as Hazen.  PTBiz on the PC, and = using a Pocket PC.  So far I am just printing out work orders and carrying = them with me.   I  make appointments and notes on the Pocket = PC and manually enter them into PTBiz later.  It's not perfect, but it works.  I understand you can create reports in PTBiz, export the = data into an Excel file, and then transfer that to Pocket Excel.  I haven't = tried it yet.  The real time saver would be to be able to set appointments = in the field, and not have to re-enter information into the main program later.   It certainly seems that since the Pocket PC has a = calender and contact list built in,  it would make sense to use those and = sync with Outlook.   JF, could you describe what you do in a little more detail?    For me this is going to have to be a gradual transition, unless it is possible to convert the PTBiz database into = another format.  I will look into some of these other options which have = been mentioned.  Thanks all. Roy Peters Cincinnati </div> </body> </html>