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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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ODBC Administrator in Snow Leopard
3/12/10
OS X 10.6 no longer includes the ODBC Administrator. Fortunately, another is available here (and it's free and works fine with C&P).
Snow Leopard Compatibility
9/1/09
Our testing has found no issues with C&P X running in Apple's new Snow Leopard (10.6) operating system.
C&P X 10.2.3 SQL Security Update
8/5/09
Updating to 10.2.3 will strengthen security in SQL databases (MySQL and MS SQL). Once the database is converted, previous versions of Clients & Profits will no longer be able to connect, due to not meeting the new security requirements. Make sure to update all applications before converting the database.
Windows Vista 64-bit
6/4/09
C&P X has been successfully tested on Window Vista 64-bit. The only difference in the installation is the application installs in Program Files (x86) by default.
SQL Server 2008
3/6/09
Microsoft SQL Server 2008 is now supported by Clients & Profits Pro (using Express Edition) and Enterprise Edition.
Note: there is currently an issue with importing databases using OS X, so please use Windows in the meantime (this applies to SQL Server 2005 as well).
MySQL 5.x Compatibility
1/20/09
Our latest supported version of MySQL is 5.0.51b, which can be found here. If a newer version is installed and isn't working, uninstall instructions for MySQL (for OS X) can be found here.
Actual ODBC Driver Compatibility
1/9/09
The latest version of the ODBC drivers by Actual Technologies(2.9) are not compatible with C&P X, when connecting to a database hosted by SQL Server. We are working with Actual to resolve this, but in the meantime, stay in version 2.8b.
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OS X 10.6 (Snow 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) and OS X 10.6 (Snow 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.
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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Inspiron Zino HD (starting at $249) Inspired by (or completely ripping off) the Mac mini, Dell has their own small form factor computer, though it starts at a fraction of the price. Running Windows Vista or 7 (both 64-Bit) and with enough power for most productivity tasks, it's a convenient system for anyone with non-power user needs. For the aesthetics-conscious, it offers 10 different designs for the top.
MacBook (starting at $999) Recently updated. Improvements include the low 4.7 pounds weight, a 10-hour battery, a brilliant LED-backlit 13" display (1280x800), and the new multi-touch trackpad. Under the hood it starts with 2.4GHz,2GB memory, 250GB hard drive, a 8x DL SuperDrive, and a 256MB NVIDIA graphics card. Outside the office, AEs will find this mac a worthy companion and when they need a little more real estate back in the office, it can support an external display up to the 30" Apple Cinema HD Display.
Netgear Wireless 802.11g Router ($34.99 at Amazon.com) This Netgear Wireless Router provides the ideal solution for connecting your wireless network to a high-speed broadband Internet connection and a 10/100 Ethernet backbone. The wireless-G protocol is nearly 5 times faster than the B protocol, but is still compatible with B devices. A typical router relies on a hub or a switch to share its Internet connection, but this Netgear Router channels this connection through its built-in 10/100 4-Port Switch.
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