<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=Content-Type content="text/html; = charset=iso-8859-1"> <META content="MSHTML 6.00.2800.1226" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY> <DIV><FONT size=2></FONT><FONT face=Arial color=#800080>Comments = interspersed below:</FONT></DIV> <DIV><FONT face=Arial color=#800080></FONT> </DIV> <DIV><FONT face=Arial color=#800080>Terry Farrell</FONT></DIV> <DIV><FONT face=Arial color=#800080></FONT> </DIV> <DIV><FONT face=Arial size=2>----- Original Message ----- </FONT> <DIV><FONT face=Arial size=2>From: "David Renaud" <</FONT><A href="mailto:drjazzca@yahoo.ca"><FONT face=Arial size=2>drjazzca@yahoo.ca</FONT></A><FONT face=Arial = size=2>></FONT></DIV> <DIV><FONT face=Arial size=2>To: <</FONT><A href="mailto:pianotech@ptg.org"><FONT face=Arial size=2>pianotech@ptg.org</FONT></A><FONT face=Arial = size=2>></FONT></DIV> <DIV><FONT face=Arial size=2>Sent: Sunday, October 05, 2003 6:31 = PM</FONT></DIV> <DIV><FONT face=Arial size=2>Subject: ptBiz/ related questions</FONT></DIV></DIV> <DIV><FONT face=Arial><BR><FONT size=2></FONT></FONT></DIV> <DIV><FONT face=Arial size=2>>    Just downloaded demo = of ptbiz.<BR>>    I like the integration of calendar, = database, <BR>> billing, income & sales tax reports, searches......<BR>> = <BR>>    Few questions.<BR>> <BR>> 1) Conversion from = excel. My database is on a excel<BR>> spreadsheet. Would like to send this = to the Ptbiz <BR>> demo database and explore the search, reporting, = etc.<BR>> Can this be done easily.<BR></FONT></DIV> <DIV><FONT face=Arial color=#800080>Don't know anything about = database conversion.</FONT></DIV> <DIV><FONT face=Arial size=2> </DIV> <DIV><BR>> 2) Any and all comments...likes, dislikes = appreciated.<BR>> <BR>> <BR>>  I have calender on excel spreadsheet, Database 1000<BR>> strong on separate spreadsheet, numbered bills<BR>> on a = separate spreadsheet I print out as required<BR>> and fill out by = hand on the road. Recall management<BR>> is on a separate set of spreadsheets = sorted by month<BR>> for my best repeat clients only. <BR>>   A = secretary manages all this for me 10 hrs per week.<BR>> Recalls, confirmations, = telephone......</DIV> <DIV> </DIV> <DIV><FONT color=#800080 size=3>In PTBiz you can code clients. So = here, you could code these best clients as such and make a report of just those.</FONT> <BR>   <BR>>   Compared with what I = am doing Ptbiz eliminates<BR>> some redundancy by having billing, reporting,<BR>> database,<BR>> and calender integrated.<BR>> = <BR>>    I like the excel spreadsheet for letting me scroll<BR>> = through days and see whole weeks of appointments laid<BR>> out before me. = This facilitates scanning for<BR>> geographical coordination while = booking. Ptbiz seems<BR>> to allow seeing detail one day at a time, having = to<BR>> click between individual days.<BR></DIV> <DIV><FONT color=#800080 size=3>Yes and no. The calandar view (whole = month) indicates appointments. When you click on any given day, it list = the appointments for that day AND the area in which they occur.</FONT></DIV> <DIV><BR>>    I am considering having a laptop & = tunelab or RCT<BR>> with my database/calender with me full time. As it <BR>> = is my secretary manages calender & bookings by day.<BR>> I make = additions & adjustments myself in the evening<BR>> after she e-mails latest = version to me. A remotely<BR>> shared web site where data/calender/ database can = be<BR>> managed would be useful so we could both work it all<BR>> = day. Doing some sub contacting now, and very busy, so<BR>> efficiency is = crying for attention.<BR>> <BR>>    Any and all advice is = welcome. </DIV> <DIV> </DIV> <DIV><FONT color=#800080 size=3>I've been using PTBiz for = several years now. I works real well for me. If you have some other system that = works well for you, or integrates better with something else for you, = then that may work better for you. PTBiz is not easily customized. It seems you = either like it or you don't.</FONT><BR> <BR>>    Anyone = using a remote website to store program<BR>> and work database/calender. = Anyone successfully<BR>> integrated excel spreadsheets to our specific = needs.  <BR>> Perhaps I should stick with excel, work the<BR>> = spreadsheets some more, and get a pocket PC.<BR>> <BR>>             &= nbsp;           &n= bsp; Thinking out loud.....<BR>> <BR>>             &= nbsp;           &n= bsp;  Dave Renaud <BR>>             &= nbsp;           &n= bsp;   <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> =  <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> = <BR>>  <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> = <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> <BR>> = <BR>> <BR>> <BR>> <BR>>    <BR>> <BR>> ______________________________________________________________________ = <BR>> Post your free ad now! </FONT><A = href="http://personals.yahoo.ca"><FONT face=Arial size=2>http://personals.yahoo.ca</FONT></A><BR><FONT = face=Arial size=2>> _______________________________________________<BR>> = pianotech list info: </FONT><A = href="https://www.moypiano.com/resources/#archives"><FONT face=Arial size=2>https://www.moypiano.com/resources/#archives</FONT></A></DIV></= BODY></HTML>