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What's
New in SuccessWare 4.0
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Free
QuickTime software for Windows and Macintosh is required
to view the video tour. To download QuickTime, just
click the Get QuickTime logo to the right. |
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SuccessWare
4.0 prepares standard balance sheets showing assets, liabilities,
and net worth. Review your balance sheet at least quarterly
to be sure you are earning an adequate return on your business
investment.
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Print
statements for clients listing all of their outstanding orders.
Easily print and mail monthly statements for clients who request
them and for past due accounts. You can even have SuccessWare
automatically add interest to delinquent orders.
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Store
full contact information and more personal information for relations,
categorize and group them using their new identifiers list, send
them E-mail messages, print custom labels, and work with them
in the new relations list window. Plus, SuccessWare now calculates
ages for relations!
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Send
standard HTML E-mail messages to clients, relations, and prospects
that look and act just like web pages—complete with images,
web links, information inserted from SuccessWare, etc. It's really
great for sending newsletters and other marketing correspondence!
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Categorize
and group prospects with their new identifiers list. Also record
upcoming event dates for weddings, bar mitzvahs, proms, and the
like. Enter the dates directly or import them from prospect list
files.
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View
all of the appointments for clients and prospects right on their
respective windows under the new Appointments tab. Double-click
a listed appointment to view or edit it. Just click Add at the
bottom of the listing to quickly add an appointment.
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Record
the subjects for a session under the new Subjects tab. Enter all
kinds of information including hair, eye and skin colors.
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Have
SuccessWare automatically fill in client order deposit amounts
based on a percentage you set.
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Choose
the view (week, day, people, etc.) you want to see when the scheduler
window first opens. Set the time interval to display as a personal
preference. Specify what SuccessWare should do when an appointment
is scheduled outside of business hours (allow, don't allow, or
ask).
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To
sort a list by the values in a column, just click its heading
at the top of the list. To quickly search on the values in a column,
simply right-click on Windows or control-click on Macintosh on
the column's heading. A pop up menu will appear to allow you to
specify what to look for.
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Reduce
the records displayed in a list window to only those that are
currently selected or not selected. Just select the records, then
choose either "Only show the selected records" or "Remove
the selected records" from the Search pop up menu.
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Save
the current set of records (clients, prospects, orders, etc.)
and bring them back at a later time. Just choose "Save the
current set of records" from the Search pop up menu, then
choose "Display the saved set of records" at any time
to redisplay the saved records.
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Easily
repeat a field search by pressing shift-ctrl-F on Windows or shift-command-F
on Macintosh. Press shift-ctrl-G on Windows or shift-command-G
on Macintosh to search within the current set of records only.
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Now
SuccessWare allows you to send E-Mail messages using Internet
Service Providers (ISPs) that require you to supply an account
ID and password. Click Preferences at the top of the E-mail message
editor, check the SMTP Server Requires Authentication box, and
fill in your account ID and password.
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•
See the latest transactions and the current balance immediately in
the Modify Accounts window because the list of transactions automatically
scrolls to the bottom upon initial display of an account.
• Print multiple order forms directly
from the List Orders window.
• Store vendor account numbers
and notes. These values automatically get pulled into vendors attached
to sessions and order statuses.
• Print studio notes for ordered
items along with their descriptions.
• Now, when Switch Current User
is chosen, it is just like the opening password dialog which forces
the user to enter a correct password. This allows users to select
Switch Current User just before leaving the computer so that others
may log in without quitting first.
• Automatically display the More
Choices window in the search window by checking Show More Choices
Upon Opening the Search Window in the More Choices window. This is
a user preference, so checking this box effects the current user only.
• Print client cell phone numbers,
E-mail addresses, custom fields, and session start and end times on
order forms.
• Print check payers on deposit
slips.
• Hide account balances on the
Add Expenses window so no one can see your account balances while
you are paying bills. Simply uncheck the Show Account Balance box
at the top of the window.
• Track canceled sessions with
the new “Canceled” session status.
• Void printed credit card payment
checks.
• Automatically highlights the
contents of Find Client, Find Prospect and Find Vendor fields when
tabbing into or clicking within them.
• Temporarily turn off duplicate
checking on the Add Prospects window with a check box at the top.
• Faster application launch.
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“I
increased my take-home pay from $36,000 to $89,000 in my first year
with SuccessWare. That's a 247% gain! I credit many aspects of SuccessWare
with these results. Success Planning gave me goals to shoot for;
Success Pricing made sure every product I sell is profitable; and
Success Tracking gave me tons of valuable information to keep everything
on course.”
Frank Donnino
Frank Donnino Photography
Boynton Beach FL
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Business Quick Tip
Always
include a big, easy-to-read headline in all of your advertisements
and marketing pieces. The headline is the “ad for the ad.”
Prospects instantly decide whether or not to continue reading based
on your headline. Therefore, if there is no headline, you can bet
they will ignore everything you have written.
Believe it or not, less than 90% of advertisements contain headlines.
That's good for you! Use them to cut through the clutter and grab
attention. |
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