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My Information Center

Client Alerts are customizable, on-line warnings that appear when you add jobs, billings, or payments for a client. They’re optional, and can be changed anytime. These alerts don’t stop anyone from working with this client; instead, they simply warn the user regarding something about this client. Watch the video.

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Feature - 4   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 5   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 6   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 7   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 8   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 9   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 10   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 11   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 12   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 13   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 14   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 15   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 16   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status

Feature - 17   Production status and billing status con status and billing status codes track ajob's progress from start to finish, such as estimate pending,  such as estimate pending, in production, ready for billing, or billed and closed. The status note is ;d closed. The status note is an optional note added to the job to supplement the status code. It can ahent the status code. It can also be used to further describe the job's current status



How to use your information center

The Information Center window opens automatically whenever you start Clients & Profits. You can choose an Information Center that best fits the way you work: Production, Accounting, or both. Clicking on the different icons on the Information Center opens various production and accounting windows -- just as if you choose them from a menu. When you’ve finished working and close a window, your Information Center returns automatically.

The user sees his or her initials, name, and photo (from the Staff window, if one has been pasted). The Information Center also features a customizable company message. This message appears on everyone’s Information Center window, alerting the staff to upcoming events, important deadlines, or agency news. The standard message is entered in the Agency Information window, and can be changed anytime. Special messages can be scheduled each day using the Daily Messages utility.

To open your Information Center window

Ordinarily, your Information Center window opens automatically after introducing yourself. It reappears after you close a production window. The Information Center is optional, so you may not see one. If so:

1 Choose My > My Information Center.

The My Information Center window opens.

2 Click on any icon to open a window.

To change your Information Center window settings

Only a manager can change the Information Center window setting for each user.

1 Choose Setup > Users, Access & Passwords.

2 Click once on a staff member's name in the User list on the left to select it.

3 Click the customize info center link.

The Customize My Information Center window opens.

4 Choose an info center option for each pop-up menu.

5 When you are finished, click Save.

6 Repeat these steps for remaining staff members.

The My Information Center window can have up to six shortcuts. When the Customized My Information Center window is first opened, the default shortcuts and graphics are entered automatically. For each shortcut you can choose a command from the popup menu and paste graphics for the shortcut icons.

To paste Information Center graphics

Graphics can be pasted into the Customize Information Center window from your clipboard, or directly from file. Each graphic must be exactly 46 pixels wide by 46 pixels high. Graphics must be in PNG format.

1 Click on an icon you wish to change, then choose Edit > Cut.

2 From your graphics program, find the graphic you wish to paste. Copy the graphic to your clipboard, then return to Clients & Profits.

3 Click inside of the icon field, then choose Edit > Paste.

If you've saved the graphics as PNG files, simply choose Edit > Paste From File, find the graphics on your hard drive or network, then click Open.

4 When you are finished pasting your new graphic icons, click Save.

5 Repeat these steps for remaining staff members.



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications