Tuesday, December 29, 2009
New Year Resolutions
So it's that time of year again, where we carry the guilt of our Christmas indulgences but look forward to a bigger better new year and start our list of New Year resolutions. As most people, my resolution is to hit the gym and lose a few pounds... ahhhh that new year gym rush... that will soon dwindle back down to just the diehards! Anyway... how about we hear some of your resolutions? Learn a new Batch function in BookMan, get more familiar with Global Search, or simply change your BookMan browse colors to match your New Years mood. Big or small, BookMan or non BookMan we'd like you to share =)
Tuesday, December 22, 2009
Check Your Mail...
Friday, December 18, 2009
Friday, December 11, 2009
Wednesday, December 9, 2009
Short-Cut Challenge by MaryAnn
Batch Menu's by Nicole
Most of you are probably aware of the Batchmenu options but I thought I'd highlight a few of them just to let you know that there are ways in which your live can be made easier. If you're in the Contractsbrowse there is the option toAdd Additional Charge to Marked Contracts. You could use this function to add excessive proof charges for multiple customers at once, or say you've received multiple NSF checks, instead of going into the contracts one by one, you can mark them and then add the fee all at once. Under Listingsbrowse you can Make Duplicate Listings from marked records and under Leads you canAdd Comment to Marked Leads. If you have a minute or two go ahead and look at these menu features... you'll be surprised at what's available!
Monday, December 7, 2009
Backgrounds by Jamie
Edit Report Backgrounds
You can upload backgrounds into your database so that everyone who logs into BookMan can have the background or get the updated background.
When creating the artwork you will need to name it correctly and save it as a PDF. This is something the Tech Support reps at BookMan can do for you (no charge).
To upload the artwork go to the Admin menu and select Edit Report Backgrounds.
You will get the window below:
Use the “+” to add a background or “‐“ to remove/delete a background.
***Note that the backgrounds are updated at login. So when you load new background you will need to quit out of BookMan and log back in to get the prompt to update.
Once you have the updated background you can test the report/statement, etc. by printing to PDF to proof the print placement of the background. Use the backgrounds to spruce up your reports and make them look more professional.
You can have separate pdf backgrounds for each company on your statements. So lets say you publish books under 3 different names. You can have each of the 3 sets of statements print out with their respective logo & info (once you set it up‐BookMan will do all the rest of the work for you). They will print out in sets so all of company ABC will print first so you can stuff them in ABC logo envelopes, then DEF company, etc.
10.3 support - By Chris
Do you remember the first time you checked out Apple's Font Book application? Or the 1st time you hooked up an iChat Video Conference test chat? Well guess what??? Chances are that you did that a very long time ago, 6 years ago to be exact!!! The Mac OS has come a long way since then. OS X 10.3 was released in 2003!
On that note I want to go over the same thing Nicole mentioned in her last post, BookMan's recommended minimum OS is now 10.4.7. If you have a computer that shipped with 10.3.9 it might be time to start looking into a replacement for that too. Computers don't last forever sadly!
We just want to make sure everyone's aware of this supported O.S. change so you can plan your 2010 budgets accordingly!
Have a good week! - Chris