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FAQ...
Your questions will be
answered promptly as they come in.
- Q. Can we sync our existing Contact Manager (mine is Outlook) into
this software? I have a lot of contacts and didn't want to manually input
them.
- Q.
It seems I have to enter a lot of dates.... is there a way to select
them?
- Q.
Can I change the menus... There are a lot of buttons I don't need.
- Q. Can I alter the Invoice?
- Q. How do I add my logo
to the invoice?
- Q. When I open CYB
I am prompted with a Sign-On dialog.... How do I get rid of this?
- Q. When you create a document does it save it to a file you can access in another program? I am asking because there appears to be no printer icon to print out or where does the document show up?
1.. Q. Can we sync our existing Contact Manager (mine is Outlook) into
this software? I have a lot of contacts and didn't want to manually input
them.
A. We are in the process of creating import filters to accomplish
this... Filters for delimited text and Outlook will be the first to come. Most
programs (including ours) allow exporting to delimited files so this will
actually take care of most formats and programs. However, we do not have a
release date as of yet. However, we can do this for you at a nominal charge if
your data can be put into a delimited text file with the first row as field
name feature used. Back to Top...
2.. Q. It seems I have to enter a lot of dates.... is there a way to select
them?
A. Yes, double click in the date field.... you will get a pop-up
calendar! Back to Top...
3.. Q.
Can I change the menus... There are a lot of buttons I don't need.
A. YES! The menu system is completely customizable by you at run time. I even included the ability to switch to an alternate menu. You can have a fixed menu with all of the forms on it or you can toggle to the customizable one.
Use the Setup Menu to customize the customizable menu and toggle back and forth
between the two. See the documentation provided for instruction on
customization. Back to Top...
4.. Q. Can I alter the
Invoice?
A. No. The good news is that we will do personal
customization of the application for you at a small fee. However, for a short
time (or until we have three or four choices) we will add a alternative Invoice
for you for free. This is only for New Customers... Sorry to the existing
customers, this is a sales incentive only. Back to Top...
5.. Q. How do
I add my logo to the invoice?
A. You can add your own logo to the invoice by using the
Elegant Interface... please see the documentation on it.... You do it by using the Report Logo.
Hint, Click the property icon on the menu bar. Back to Top...
6.. Q.
When I open CYB I am prompted with a Sign-On dialog.... How do I get rid of
this?
A. What
you describe is duplicatable by assigning a password to the Admin user of
Access. If you are receiving a logon dialog when you open a database object with
Access you have a password set for your Admin user in the default MS Access mdw
file. You see Access automatically logs the Admin user on to the Access instance
if no password has been assigned. When a password has been assigned to it then
it will force a password to be entered. Usually Access will remember the last
user that signs on and brings them up in the logon dialog. You can one of three
things: Back to Top...
- Enter the correct password when prompted!
- Add the following argument to the icon properties as follows…..
"C:\Path To Access\MSACCESS.EXE" /user YourSignOnId /pwd
YourPassword
- Remove the Admin users password. To do this open Access; Logon as
the “Admin” user; From the Tools Menu select Security/User Group
Accounts; With the Admin user selected click Clear Password. Close Access
and re-open it. With a cleared Admin user password Access will logon as the
Admin user.
7.. Q.
When you create a document does it save it to a file you can access in another program? I am asking because there appears to be no printer icon to print out or where does the document show up?
A.
The documents print from the Report Viewer. You will find Customer Document, Supplier Document and Invoice Document in their respective category. When you design a document
assign it a category. When you do and print select the document report from the Report Viewer and filter the records
appropriately for the individual or group of individuals whom you would like to send the letter. When you click Preview button you will then select the document that you wish to use from a pull down list. Select the report of your choice and it will appear in the pop up window. Now click OK... That's it.
Back to Top...
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