BEST OF DAILY Q&As
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JOHN DUFFY’S
TIPS FOR EXPLORING C&P
Having supported Clients
& Profits for many years, I can say I’ve seen
it all. But one thing I’ve never seen is someone
using it too much. Many people start out ambitious, then
become something of a comfortable minimalist. Sound familiar?
Well, it’s a big C&P world out there. Strap
on your walkin’ shoes, and let’s take a stroll.
• Are you a time
tracker who longs to be among the job trackers? Let’s
face it, you didn’t buy Clients & Profits just
to track time. Somewhere along the way you just put off
learning to use the other great features (e.g. the rest
of the program). Just taking 15 minutes a day to look
beyond the time card can launch you into new arena of
traffic, scheduling, and—eek!—accounting.
• Are you a job tracker
who’s never stepped into Accounting-land? So, you’ve
worked along and gotten yourself using the job tracking
and scheduling to the utmost. You’re feeling good
about moving those projects along, but there is this nagging
feeling that you’re missing something. No? Well,
you can avoid a lot of double-entry by poking around the
Accounting menu. You can review a job’s costs, check
its outstanding POs, see if the client’s been billed
and much more—without having to chase down the bookkeeper.
Traffic, and scheduling
it just makes sense to use them together with accounting.
Taking a little ride up the learning curve could save
you in needless double-entry time over the next few months
alone. So step out and take a look around. Click a Help
button. Explore cnp-x.com. Run some reports just for fun.
You might be surprised at what insights you find.
John
Duffy has been a C&P staffer/trainer/consultant
since 1997.
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Q. How many users can access the My C&P! X web server
at the same time?
The only limit is technical, which is based on the performance
of the hardware that’s running My Clients & Profits! X,
the available bandwidth of your internet connection, the speed of
your Clients & Profits X file server, and the amount of traffic
on the network.
Q. Will My Clients & Profits! X work with any version
of Clients & Profits?
No. The new My Clients & Profits! X web server requires the
upcoming Clients & Profits X 10.1 upgrade, which will be released
together in January 2007. Both upgrades share common features so
need to work together.
Q. Can clients still access jobs with the My Clients &
Profits! X?
Yes, as long as they are authorized web users. Each person at a
client needs to be added as a My C&P! X user then given the
appropriate access privileges (for example, not to add time cards).
Since employees of clients and vendors are not regular Clients &
Profits users, they should have extremely limited access to the
web server.
Q. Does My Clients & Profits! X work with all web browsers?
It has been tested with the latest versions of Safari, Firefox,
and Internet Explorer. My C&P! X has been optimized to look
and work best on Safari. |
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Q. How
do I set up a domain name, like my.agency.com, for our My Clients
& Profits! X web server?
Contact your internet service provider and request a new domain
name that points to the IP address of your My C&P! web server.
We recommend adding the prefix “my” to your shop’s
domain name to identify the web server. For example, an agency with
the domain name of “www.advertising.com” would name
its My C&P! X web server as “my.advertising.com”
Adding a prefix to your domain name is free, unlike setting up a
brand-new domain name. A new, unique name can also be registered
with any domain name registry for about $9/year (godaddy.com) .
Either way, the name you choose for the My C&P! web server will
be entered by web users as the URL to access the Clients & Profits
X database from a browser.
Q. What do I have to do to be able to administer My C&P!
from my browser?
In order to set up users’ web access to enable browser-based
My C&P! X administration, you will need to make sure that they
are set up as Clients & Profits X manager-level users and their
web users’ ID (i.e., usually their initials) matches their
C&P X user ID.
Q. Will My Clients & Profits! X run on the new Intel-based
Macs?
Yes. The upgrade is a universal binary, so both run natively on
new Mac Pros, iMacs, and the Mac Mini. |
