play makAll work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All
HBAM2016AUG95
Pro 3.0
All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dullCopyright 1984-1996 Claris Corporation
and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy.
HBAM3016AUG95
Pro 2.0 - 2.1F!
Pro 3.0 - 4.0
USENGLSH.MPR Spelling
C ADDRESS1
C ADDRESS2
*C BUSINESS NAME WITH FULL NAME FOR LINKING
C CITY
C FIRST NAME
C FULL NAME
C LAST NAME
C PHONE 1
C PHONE 1 EXT
C PHONE 2 EXT
C STATE
C ZIP
CANCEL FIND REQUESTS
CD INTRO SENT
CITY LIMITS?
CLIENT
CLIENT BEEPER
CLIENT BILLING RATE
CLIENT EMAIL ADDRESS
CLIENT EMAIL BILLING FORM
CLIENT EMAIL DOMAIN NAME
CLIENT EMAIL IP ADDRESSES
CLIENT EMAIL LOGIN
CLIENT EMAIL NETNEWS
CLIENT EMAIL NOTES
CLIENT EMAIL PASSWORD
CLIENT EMAIL PHONE NUMBER
CLIENT EMAIL POP
'CLIENT EMAIL SECURITY WORD TECH SUPPORT
CLIENT EMAIL SERVICE
CLIENT EMAIL SMTP
CLIENT FAX
CLIENT LOGON NAME
CLIENT LOGON PASSWORD
CLIENT PROSPECT
CONTRACT
CPHONE2
CUSTOMER INFORMATION CATAGORY A
CUSTOMER INFORMATION CATAGORY B
EC VERSION
FIRST CONTACT
HARDWARE
HOST DRIVE NAME
HOST FMP VERSION
HOST OS
INTERNET SENT
INTRO PRINTED
LAST CONTACT
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
January
February
March
April
August
September
October
November
December
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
bVeReWfTm
11/5/99
Standard - w/ owner information
Standard - w/ messages
Standard - w/ notes
A%Standard - w/ owner information print
Standard - w/ messages print
Standard - w/ notes print
Internet Settings
A POC setup
POC setup 2
POC setup 3
Import
Standard - w/ map
List - client poc tele email
about
Avery 5160
List selection
List - client poc address
List - poc address
Standard - w/ owner informationB
MAP LOCATION
MODEM TYPE
NETSCAPE 4.5 EMAIL SENT
NETSCAPE MAINT SENT
NEWSLETTER
NOTES
OUTLOOK EXPRESS EMAIL SENT
PHOTO
PRINCCONTACTTITLE
RAM ALLOCATION SENT
RECORD
REFERAL
RENTAL PRICING SENT
S-CONTRACT ANNIVERSARY
SERVICE DATE
SERVICE NOTE
SOFTWARE
STATUS FOUND COUNT
STATUS RECORD COUNT
STATUS RECORD NUMBER
SUM PURCHASES
SUPPORT CONTRACT PRINT DATE
SURGE SENT
TECH SUPPORT
TITLE
TODAY LINK
TODAY'S DATE
TRAVEL FEE AMT
TRAVEL FEE QUALIFY
V FED TAX ID
V HARDSOFT
t V PH EXT.
V ST TAX ID
VACCOUNT
VNOTES
WEB SITE
XMAS?
clientB
C first nameB
First contactB
S-contract anniversaryB
C Address1B
C Address2B
C CityB
C StateB
C ZipB
A C Phone 1B
Client FaxB
NotesB
Last contactB
CPhone2B
C last nameB
hardwareB
service noteB
service dateB
recordB
referalB
Client email addressB
timeB
client beeperB
client prospectB
Prospect
Client Billing rateB
TitleB
xmas?B
princcontacttitleB
vaccountB
vbbsB
v fed tax idB
v hardsoftB
uA v ph ext.B
vnotesB
v st tax idB
tech supportB
vwebB
Today's DateB
intro printedB
PhotoB
Client logon passwordB
Client logon nameB
Client email phone numberB
Client email serviceB
Client email passwordB
Client email billing formB
A'Client email security word tech supportB
web siteB
Client email loginB
Client email notesB
C phone 1 extB
modem typeB
Client email POPB
Client email SMTPB
Client email netnewsB
Client email domain nameB
Client email IP addressesB
city limits?B
Ram Allocation sentB
CD Intro sentB
Netscape Maint sentB
Surge sentB
Internet sentB
Rental pricing sentB
Cancel Find RequestsB
Travel fee qualifyB
"yes"
"no")
Travel fee amtB
softwareB
support contract print dateB
contractB
sum purchasesB
status found countB
status record countB
status record numberB
Netscape 4.5 email sentB
Outlook Express email sentB
C full nameB
m & " " &
& " " &
A*C business name with full name for linkingB
Today LinkB
host OSB
host fmp versionB
host drive nameB
map locationB
newsletterB
C phone 2 extB
EC versionB
customer information catagory AB
customer information catagory BB
1.0.9
&", " &
Standard - w/ messagesB
NOTES
CUSTOMER INFORMATION
MESSAGES
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
Principle (F,L)
Address
Address
City St Zip
Fax / Pager
Email
Occupation
Web Site
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
After Hours Consulting, all rights reserved.
Find All
Clients
INTERNET
or New
Phone 1
Phone 2
Paste
Labels
Standard - w/ notesB
MESSAGES
NOTES
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
Principle (F,L)
Address
Address
City St Zip
Occupation
Find All
Clients
INTERNET
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
or New
Fax / Pager
Email
Web Site
Phone 1
Phone 2
CUSTOMER INFORMATION
Paste
Labels
)A%Standard - w/ owner information printB
MESSAGES
NOTES
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
CUSTOMER INFORMATION
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
Principle (F,L)
Address
Address
City St Zip
Occupation
Find All
Clients
INTERNET
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
Newsletter
or New
Fax / Pager
Email
Web Site
Phone 1
Phone 2
Paste
Labels
Standard - w/ messages printB
CUSTOMER INFORMATION
Principle (F,L)
C Address1
C Address2
City St Zip
Phone (1,2)
Fax / Pager
Email
Occupation
Web Site
Client Information
76Confidential information - release to this client only
Standard - w/ notes printB
Occupation
Email
Fax / Pager
Phone (1,2)
City St Zip
C Address2
C Address1
Principle (F,L)
Web Site
MESSAGES
Client Information
6Confidential information - release to this client only
HelpB
Occupation
Email
Fax / Pager
Phone (1,2)
City St Zip
C Address2
C Address1
Principle (F,L)
Web Site
Client Information
6Confidential information - release to this client only
NOTES
Internet SettingsB
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
NOTES
CUSTOMER INFORMATION
MESSAGES
INTERNET
This is a help file for your POC database. The database is designed to assist you in keeping
track of your clients by point-of-contact name, along with suppling that information to the appropriate
integrated databases, such as billing invoices and the contact manager, Message.
To select the file of choice, use the upper tier of buttons in the Navigation bar. A greyed-out button is inactive. Support files, such as this one, are not indicated on the bar since you do not conduct direct oB
perations from support files.
The second tier of buttons affect the records in the open file. By selecting New, Find, List or the
navigation arrows, one can conduct operations on the existing record or page through all found records. New records are generated with the new button, where you will be lead through the setup process for creating and entering a new point of contact. The print button will either print the current information or bring you to a print menu.
Additional menus for viewing information related tBUo this client is accessable from catagory or tab
buttons, such as the lit ones below.
Specialty buttons permit inspecting linked information or specialty layouts, or editing commands. Underlined items also harbor links to related layouts.
Return
Clients
Import
Paste
1999 After Hours Consulting, Raleigh, NC
All Rights Reserved.
or New
2A POC setupB
MAP LOCATION
These internet settings are the special phone numbers and access codes which allow the client to get on the net to use their email and web browser software. Each service provider has different settings. This note is not specific to any one package, but is generalized so you have a record of the codes necessary to restore their services. Select the internet service from the ISP pull down menu (hit the select button). If this is a new ISP, go to the vendor db and fill in the appropriate
information first.
Client internet service provider (ISP):
Phone number for access:
Client log on identification:
logon password (case-sensitive):
Client email ID (often same as logon):
email password (often same as logon):
The modem (and applicable initialization string):
Client security word for ISP tech support:
Domain name is: DNS or IP addresses:
There are many email packages (Emailer, Eudora, MS Mail, Netscape Navigator, Internet Explorer, Mailsmilth, and more). Usually, one needs to find the options or preferences pages to find the appropriate fields for the information given below. Also, the incoming and outgoing settings must be correct and exact from the provider.
Misc. settings (normally in lower case): SMTP host =
POP info =
POP user ID = usually the email ID without the @(provider string), lower case.
es: News =
Client email address:
select
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
OTPPP
Print
FreePPP
Client:
Clients
Return
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
Paste
or New
POC setup 2B
Principle (Title, F, L)
Address
Address
City St Zip
Phone 1
Fax , Pager
Email Address
Occupation or Position
Web Site
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
Clients
Please select the name of the client or prospect for whom you are adding or editing the POC information:
Please enter the following fields as completely as you can. For the Principle, there are fields for the POC
s title, first name, and last name, along with their position or occupation. Press the TAB key to begin. After filling a field, advance to the next field by selecting the TAB key again. When all data has been entered here, select the Continue button to continue with the iB
nterview process or the Done button if you have finished entering in your data. You may return to edit this information at any time from within the Clients file by selecting the Edit button.
9BInterview: Adding or Modifying Basic Client Information - POC data
Continue
Status
Find All
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
or New
Example:
Mr. Paul Vail
Owner
PMB 167
5910-129 Duraleigh Road
Raleigh, NC 27612
919-271-7479 ext 001
810-816-6707
afterhoursconsulting@att.net
www.afterhoursconsulting.com
33ff
33ff
33ff
Phone 2
Paste
POC setup 3B
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
Clients
You are editing the POC information for the client
If you have a photograph of the client or a scanned image of their business card, this page provides for importing the image into ExpertConsultant. Imported graphics can be in any of these formats: JPEG, Tiff, GIF, or Pict. We recommend a low-resolution JPEG or GIF to keep the overall size of the database optimal. Slower platforms, such as non-PowerPC Macs or Pentium II systems may take a few seconds to image the file.
To add a sca
,nned image of this POC, select the Import button, then
select
the appropriate file in the dialog box which appears. To remove the photo, select the Remove button. To Continue with the next step in the Interview, select the Continue button. If there is no further information to add, select Done.
BBInterview: Adding or Modifying Basic Client Information - POC data
Continue
Import
Remove
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
ImportB
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
Find All
Clients
Principle (F,L)
Address
Address
City St Zip
Occupation
lThis is the information as you have entered it. You may correct any mistakes by selecting the errant field above, or select the Photo button to return to the graphic import page.
If you have finished setting up this file, select the Done button. You will be taken to the standard owner information page where you may enter particular information about this POC.
Photo
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
Fax / Pager
Email
Web Site
Phone 1
Phone 2
Standard - w/ mapB
1999 After Hours Consulting, all rights reserved.
'Expert Consultant POCs - Import feature
This window permits the initial setup or importation of POC data from previous versions of EC or other business database software. To use EC effectively, most users prefer to keep records of their clients (obvious information such as name and address, and not so obvious information such as customer preferences, inventories, notes, billing rates and so forth.
EC is designed to support businesses that supply corporate customers as well as the consumer market. To effectively do so, and r
educe the amount of effort in creating and maintaining duplicate information, the POC file works in tandem with the Client file. You will need to conduct separate imports for each file in your current solution. Reference the owners guide for additional details.
To import records from previous versions, we strongly suggest referring to the owners guide or printing out the instructions with the button below. Then, select the Start Import button. To forego using the POC file, select theCN Cancel button. To enter the POC file at any tme, select the Finished button.
When the import has finished, please inspect your new records for accuracy. To start the import, select the import button below. You may leave the import process by selecting the Finished button.
Start Import
Finished
Print instructions
Cancel
List - client poc tele emailB
NOTES
MESSAGES
This database was
created by After Hours
Consulting, the sole
owner of this work.
No part of this database
may be copied or
distributed without
the expressed
written permission of
the owners of
After Hours.
Principle (F,L)
Address
Address
City St Zip
Occupation
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
Find All
Clients
INTERNET
map location
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
or New
Fax / Pager
Email
Web Site
Phone 1
Phone 2
CUSTOMER INFORMATION
Paste
Labels
aboutB
AboutB
Message
InvoiceE
ProductsF
PurchaseG
Vendors
Close
Print
ListR
Find AllS
ClientsT
Undo[.
After Hours Consulting, all rights reserved.`
Copyc
Pasted
Client with full POC namee
Phone 1f
eMail addressi
Labels
Avery 5160B
ABGN>> <<
ABAC>> <<
ABBC>>
ABAF>>
ABAI>>
ABAJ>> <<
ABAK>> <<
ABAL>>
List selectionB
Expert Consultant v 1.2.9
1998, 1999 After Hours Consulting, all rights reserved.
D.This copy of Expert Consultant is licensed to:
Expert Consultant is a commercial package and is not for free distribution.
Individual and network site licenses are available.
Contact us for additional details.
After Hours Consulting Technical Support: 10-5 EST
on the web at: http://www.afterhoursconsulting.org
GAiWARNING: This solution contains password(s) which may only be provided by the developer identified above.
Clients
Invoice
Message
Message
Invoice
Products
Purchase
Vendors
Clients
About Expert Consultant
This is a FileMaker Pro database, designed to aid the small business professional track their clients, vendors and operation on the Macintosh.
Expert Consultant is a standalone solution based in FileMaker 3.0.5. For complete features, the support files must be installed in your system folder or a commercial version of FileMaker Pro should reside on your hard drive.
xhooser
About
List - client poc addressB
About
Message
Invoice
Products
Purchase
Vendors
Close
Print
Clients
Find All
1999 After Hours Consulting, Raleigh, NC
919/271-7479 All Rights Reserved.
or New
Paste
P,Display POC information by which categories?
Q&Client name with POC, telephone, email
Client name with POC, address
Point of Contact with address
Labels
List - poc addressB
AboutB
Message
InvoiceE
ProductsF
PurchaseG
Vendors
Close
Print
ListR
Find All
FPTHA
alisA
FPTH@
MSPC@
RPTHA
alisA
FPTH@
alisA
FPTHA
MSPC@
alisA
alisA
alisA
alisA
alisA
alisA
alisA
ClientsT
Undo[.
After Hours Consulting, all rights reserved.`
Copyc
Pasted
Client with full POC namef
Addressk
Labels
AboutB
Message
InvoiceE
ProductsF
PurchaseG
Vendors
Close
Print
ListR
Find AllS
ClientsT
Undo[.
After Hours Consulting, all rights reserved.`
Copyc
Pasted
Point of Contactf
Addresso
Labels
After Hours
Find Client from Invoice
Find Client Easy
Go To Related Record | message
return to original layout
sort and print email/fax
2"sort and print local address/phone
sort by zip code
sort by client name
sort by phone 1
sort by email
sort by poc last, first
spelling
unlock zoom
import old data
Import picture
Remove picture
return to client from setup
J'message: create new record from clients
print import instructions
open map
new record setup, prospect
Prospect
goto products
goto invoice
goto PO
sort by zip code
open vendor
about
open messages
open learning log
open timecards
Find Client from Invoice
Find Client Easy
Go To Related Record | message
first record
last record
previous record
next record
spelling
return to original layout
sort and print email/fax
) = 0
;A"sort and print local address/phone
print notes
print messages
print inventory
startup
) < 1
OKresh wind
Cancel
]There are no current records in the POC file. You may import old records or select "Finish" to start without data. Remember: you should enter POCs by beginning in the Clients file.C9
= "Network"
Network
unlock zoom
goto client
Import picture
Remove picture
return to client from setup
print import instructions
MA)new record setup, existing client new POC
open map
sort by client name
import old data
Cancel
9K5(9K-JYou are about to begin the Import process for POC. Your source file should be prepared (Find All, if appropriate). You may cancel in the next window, but do not cancel once the importation has begun.B
Cancele
You have just imported data to POC. Please review the new records for accuracy.
QA'message: create new record from clients
Cancel
Q!s!s!q!.)n!)
Ooops, create a new POC entry from the Clients file...
sort by phone 1
sort by email
sort by poc last, first
print labels
Cancel
You are about to print the selected group of records in a format using Avery 5160 labels. Please insert your label sheet(s) into the printer now.
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