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Management Tips, Techniques, Secrets
C&P Database
Guide - everything you need to know about checking
and repairing C&P databases
System
Recommendations - what works best with Clients &
Profits
Inside Clients & Profits / Technical Information
Custom Reports
- these examples will help you learn how to program your own
reports
Data
Dictionary - describes the data files and fields that
can be used in custom reports, exporting, etc. Support Links
MacWindows
- searchable web site for Mac/Windows integration
Microsoft
Windows - everything official you'd want to know about
Microsoft Windows
Macintouch
- the best source for up-to-date Macintosh news. Updated daily
Macfixit
- searchable troubleshooting site by the author of "Sad Macs."
Updated daily
Recommended Tools
Retrospect
- an excellent backup system for both Mac and Windows servers.
Disk
Warrior - Alsoft's utility for checking and fixing
Mac hard disks.
Drive Genius - Another utility for hard drive recovery and optimization. Allows (among other things) partition size management without data loss.
RealVNC - Free VNC client/server software for Windows PCs and servers. Very useful for remote administration. For Macs, consider Vine Server (formerly OSXvnc) and Chicken of the VNC.
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Leopard Compatibility
UPDATE 10/13/08
Clients & Profits X 10.2 fully supports OS X 10.5 (Leopard) and ODBC connections can be established to MS SQL Server 2005 databases.
1/4/08
Leopard users are currently unable to make ODBC connections to C&P databases hosted with Microsoft SQL Server. R&D is researching and more will be posted as it becomes available.
11/20/07
After further testing and late changes in Leopard, C&P X 10.1 does run in the new Mac OS. Our testing turned up a few (mostly cosmetic) issues. We will add Leopard to the official workstations recs once we're able to address them. Those wishing to upgrade in the meantime are advised to perform their own testing.
Windows Vista User Account Control -(7/6/07) Windows Vista has a new feature called User Account Control (UAC) which secures the desktop through forcing users to run in standard user mode (rather than having administrator rights). Several programs, including C&P, can run into problems with this enabled. For instance, the program cannot truly be uninstalled since Vista keeps an inaccessible copy of C&P even after deletion. Users experiencing with difficulty with Windows Vista should consider disabling UAC, at least for troubleshooting. This also prevents constant nag messages from the OS. More information on the feature available here.
Update on Windows Vista Compatibility -(5/9/07) The workaround to connect to SMB volumes on OS X Server only works with the Business and Premium editions of Vista. The Home editions lack the needed tools for the workaround.
Windows Vista and OS X Server - (1/25/07) We've found that Windows Vista is unable to mount SMB volumes hosted on OS X Server out of the box. This is due to its use of NTLMv2 authentication by default. A technote detailing the workaround can be found here.
Math Problem on Intel Macs Running OS X 10.4.8 and Rosetta - (11/16/06) It appears that Intel Macs running applications in rosetta (the built-in PowerPC emulation) under OS X 10.4.8 are experiencing problems with math functions. The exact nature of the issue is still being researched, but it is advised that Intel Mac users remain in OS X 10.4.7 or use different computers (PowerPC or Windows) for accounting functions in the meantime. At this time, we have no other workaround to offer. Though we expect the C&P X 10.1 update (which makes the application universal and removes the need for Rosetta) to resolve this, we hope that Apple will release a fix before then. The 10.1 update is currently scheduled for release this Spring.
Tech Notes
Cross-Platform
Sharing - Step-by-step instructions on configuring
a Windows server to host a database for both Mac and Windows
clients.
Saving
C&P Reports as Acrobat PDFs
- How to use Adobe Acrobat to save picture-perfect
digital copies of estimates, invoices, and other Clients &
Profits reports.
Custom
Reports Basics - Everything there is to know about
using Clients & Profits report writer
Exporting
- How to export data from Clients & Profits to other
applications
Importing
Logos - How to paste your company logo onto estimates,
invoices, purchase orders, and insertion orders
Importing
Time -
How to import time into Clients & Profits
Online Tutorials
Learning
Clients & Profits teaches the basics of adding
jobs, costs, and billings
Closing the Year
walks you through the complete year-end closing process
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OS X 10.5 (Leopard) Compatible Version of C&P X Released
Clients & Profits X 10.2 is now available! In addition to fully supporting OS X 10.5 (Leopard) it also includes many enhancements which were nearly all submitted by users as wishlist requests.
Like its predecessor, 10.1, 10.2 is a universal binary and carries all the previous optimizations for Intel-based Macs. More information on the 10.2 upgrade can be found here.
Like previous versions, C&P X 10.2 works on a wide variety of workstations and servers:
WORKSTATION: Any new Intel-based Mac (or) late-model PowerPC-based Macs with 1gb RAM and Mac OS X 10.4 or later. C&P X 10.2 also runs on any late-model Windows-based PC. Supports Windows Vista.
SERVER: Apple Xserve running Mac OS X Server 10.4.4 or later or Windows Server 2003.
The System Recommendations page has suggestions for hardware configurations and tips for maximizing your system's performance. |
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Vostro 220 Mini Tower (starting at $319) The Vostro series are "built specifically for the unique needs of small businesses." They come with no undesired trialware (finally), offer Windows XP or Vista, and a wide variety of options to make them range from basic entry-level up to powerhouse workstation. Consider including a CD-RW or DVD-RW for database backups.
Mac mini (starting at $599) Now featuring Intel CPUs! The Mac mini is a fantastic cost-effective and space-efficient option.
Apple Remote Desktop ($299 for 10 managed systems, $499 unlimited) Apple Remote Desktop (ARD for short) is a system manager's dream come true.
Click here to find more deals!
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