How much does the
Clients & Profits X upgrade cost?
Anyone who bought Clients & Profits 5.x
after June 1, 2004 gets Clients & Profits X free. If you
bought C&P before 6/1/04, click here for
upgrade prices. 
Will Clients & Profits X work with our existing database?
Yes.
Any database from any version of Clients & Profits
can be upgraded to Clients & Profits X. Before upgrading,
you must first install Clients & Profits Classic/Job Tracker/Pro
5.0.6 OR use a special utility to prepare your database. Then
there is a one-time data reorganization that runs automatically
the first time a database is opened, which takes a few minutes
(depending on the database size and speed of your hardware).
What are the major changes
in this upgrade?
Clients & Profits X has a new OS X/Windows XP/Vista native architecture which makes it run faster and more reliable. The software has a brand-new OS X user interface with larger windows, context menus, and interactive tool tips. Clients & Profits X can print any report as a PDF or as an HTML page, as well as print an accurate preview of a report to the screen. It has a built-in web-based time card taken from the My C&P! web server, which allows users to enter time from any web browser. Clients & Profits X also includes an integrated Media Link for importing media buys from Strata, TAPSCAN, and SmartPlus, a new weekly time card, and many more smaller improvements.
Is anything missing from Clients & Profits X that we used in Clients & Profits 5.x?
The only missing feature from C&P
5.x is the Palm OS-based time card sync. Due to difficulties
in the Palm sync software, the Palm OS-based time card may not
be supported in Clients & Profits X.
How do we upgrade?
The upgrade
process is similar to past upgrades, such as upgrading from Clients & Profits
4.x to 5.x:
After placing your upgrade order, you'll receive instructions for downloading the Clients & Profits X installer. First, have everyone quit Clients & Profits then make a backup copy of your database for safekeeping. Use the C&P X installer (for Mac OS X or Windows XP/Vista) to copy the new C&P Player X and C&P X application to each computer that's going to use it.
Clients & Profits X implements a web-based registration process to
authorize each installation. The first time you open Clients & Profits
X, you'll be prompted to register your installation (web access is required).
Once your installation is authorized, you'll be prompted to open your
database.
The first time you open your database you'll be prompted for a one-time
data reorganization, which will take a few minutes (depending on your
database size and the speed of your hardware). Once finished, everyone
can connect to the database and get to work. Repeat these steps for any
other database you use.
Is
there a steep learning curve for Clients & Profits
X? Will there be training?
No more than Clients & Profits 5.0. Clients & Profits
X preserves the time-tested work flow and structure with the
previous version, so, it's very easy to learn. New-user training
classes for Clients & Profits X are available
at the Clients & Profits classroom in Oceanside, California.
On-site training is also available from our independent consultants.
Will we be able to use our custom reports?
Yes, but with
some possible limitations. The Custom Reports writer is substantially
different (and improved) over the previous report writer, but
some existing reports may need to be recreated if they don't
convert correctly.
Will
Clients & Profits X run on our current hardware?
Since Clients & Profits X requires Mac OS X 10.4 (Tiger) or Windows XP/Vista, it requires hardware that can effectively run those operating systems. So if your current computers can run OS X or Windows XP/Vista, they should run Clients & Profits X.
Can we use Clients & Profits X on our Xserve?
Yes. Your Clients & Profits database can be shared between Mac OS X and Windows Vista users from an Xserve, as well as any Windows XP or Vista file server.
What do we need to run Clients & Profits X with MySQL?
Clients & Profits Pro X (version 10.1 and later) now supports MySQL 5 Communitiy.
The Installation
Guide has step-by-step instructions for configuring Clients & Profits X for MySQL.
Will
Clients & Profits X work with the My Clients & Profits!
web server?
Yes. Clients & Profits X can share the
database simultaneous with My Clients & Profits!,
giving your remote users access to clients, jobs, estimates,
schedules and traffic, change orders, purchase orders, and more
from any web connection.
Will
Clients & Profits X run on Mac OS 9?
No. Clients & Profits X requires Mac OS X 10.4 (Tiger) or above. It will not run on earlier versions of OS X or any version of Mac OS 9. This means everyone in your shop who needs Clients & Profits must upgrade to Mac OS X before they can use C&P X.
Is it compatible with OS X Leopard?
Absolutely. In fact, it was designed and programmed to work in Leopard.
Is it compatible with Windows Vista?
Yes. In fact, it was designed and programmed to work in Vista too.
Why
is it called Clients & Profits X? What happened to C&P
6?
Clients & Profits X is the new version
of Clients & Profits 5; there were no interim upgrades.
We named it "X" because it's best new feature is
native compatibility with Mac OS X and Windows XP.
Is
Clients & Profits X compatible with My Clients & Profits!
5.x?
Absolutely. You can serve your Clients & Profits
X database on the web using My Clients & Profits! 5.0 and
above. However, earlier versions of My Clients & Profits! are
not compatible. For upgrade information, call Clients & Profits
Sales at (800) 272-4488.
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