Monday, November 30, 2009

Last Menu by Jamie

Have you ever been just working away, then distracted and then have tried to go back to what you were doing only to forget what you have already done?

With the Last menu option in BookMan you can now retrace up to the last 20 things that you worked on. For example, if you were working in leads, BookMan will show you the L# you were on as well as the Area, Packet # & Name of the lead. If you visited the contracts browse, BookMan will show you the C#, the Book the contract is keyed into and the Published Name.
Using this option is definitely easier than rifling through a bunch of scrap paper notes, stacks of paper on your desk or having to rely on memory.



I lost my marks! Aargh!

Have you ever felt this way? Carefully crafting a marked record set over the course of hours or days and then something happens and your marked record set is... gone!

Well, we can't always save you from that, but things may be better than you realize.

Some time ago we quietly updated the marks menu to allow for saving and retrieving additional marked record sets. At that time we also added the following feature to the marks menu:



This option will restore the last marked record set BookMan knows about since marks have changed. For example, if you had a bunch of marked contracts and accidentally ran "Convert Marks to it's book" and really meant to do "convert marks to it's listings", you can choose the restore last marks option and get your contract marks back! Enjoy!

Wednesday, November 25, 2009

Happy Thanksgiving!

Have a fantastic Thanksgiving! Don't forget our office is closed Thursday and Friday for the holiday. Happy eating!

Sunday, November 22, 2009

Milestones by Jame

Have you set your milestones lately?

There are two milestones that you really should pay attention to once in awhile... Stop Billing & Stop Commissions. If you have some older books in your system that you aren't billing anymore and you no longer are paying commission on, you really should mark your completion dates. If you mark these two milestones as "complete" your Statement Prep and your Commission Report will run much, much faster. ;)

Thursday, November 19, 2009

A season for giving thanks, by Melissa

Next Thursday is Thanksgiving day here in the U.S. of A. It is one of my favorite holidays. Who doesn't like a holiday focused on being grateful for the blessings in your life and really good food?

A few things that I am grateful for this season (the frivolous and the serious):

- I feel as though it's probably a given, but I'm grateful for an amazing family and fabulous friends.
- A great job. Having a job in and of itself. It's really nice to work for a company where you enjoy the people you work with and for. Where everyone cares about the work they do, and where the owner cares about his employees, customers, and product.
- Tickets to the Elton John/Billy Joel concert tomorrow night! WOOT! *super excited*

And last, but not least, I have a love in my heart for In 'n' Out Burger. I realize it's just a burger, fries, and shake. There may be nothing spectacular about it, but I think it is so so tasty. Today a new location opened in Orem, UT.
Just 5 minutes away from the office!!! :) Can life get any better?? I submit that it cannot!

We may or may not have gone there for lunch today.....

What are you thankful for?











So over the past few weeks I've had the same call about being able to send a reminder to customers that have fallen behind on their payments before they actually get sent to collections. Each time I've recommended the Billing Reminder report and each time that the customer viewed it and realized what it did they were amazed and completely unaware that it even existed. This report is not only used to remind customers of past due balances, it can also be used to remind your customers that if they pay in full they will receive a cash discount. This is a creative little way to get your accounts PIF (always nice right?) and your customers are more likely to do it because they are also benefitting! Basically this is a very simple way of getting the money owed to you other than sending statements or having to pay a percentage to a collection agency. There are background images required to utilize this report but we can help you get that set up at no charge, just call one of your BookMan tech support reps and we'll be happy to assist you =)

Tuesday, November 17, 2009

Marking Unsold Contracts

One of the questions we often get asked is if there is a way to mark the contracts in a book that haven't been sold yet. In the past we would have walked you through running a Global search to mark all of the unsold contracts. Recently we added an option to the Sold/Not Sold So Far report to make this process easier. You now have the option on that report to Mark Contracts. So next time you need to mark the unsold contracts, try running the Not Sold So Far report and selecting the Mark Contracts option.

Monday, November 16, 2009

Important Apple Update! By Chris


One week ago Apple released 10.6.2. This update has one very important Rosetta fix for users of Filemaker 8, Microsoft Office 2004, or any other older PPC application that may have caused you to automatically logout of your user. If you're on OS X 10.6 update asap!


Santa Claus is comming to town soon...(by Jamie)

Ok, I am a shopper... I know you all think that BookMan is my LIFE. But, while I do love BookMan, my second love is shopping. I thought I would pass along some fun web sites and ideas for Christmas. The earlier you get your shopping done the more thoughtful you can be about your gift and the more relaxed your Christmas will be. Come on its a WIN WIN!

1. For that grandparent that has EVERYTHING. I say get them a snuggie. No I am not kidding. They are amazing and grandparents are always cold. They will love that you gave them hands-free warmth. I'm getting one for the grandparents in my family this year.

https://www.getsnuggie.com/flare/next?tag=os|sm|go|tm

Corn bags are so great too. I got my grandma one last year and she still tells me how much she loves it!!

http://www.corn-bags.com/


2. For your better half. I'm talking about the special lady in your life. I have LOTS of suggestions here (hint hint Carson if you are reading).

The first on my list would be Sephora. This web site has EVERY THING she will love. The great thing is you can get a gift certificate and let them choose. The best gift on this entire site (in my opinion) is the Fragrance Sampler, 12 samples of great fragrances along with a voucher for a full sized bottle of any one of the samples.

http://sephora.com/

LUSH. This store has amazing bath bombs. I love them. Every single one of them smell so great and make your skin soft as EVER. You can't go wrong.

http://www.lushusa.com/shop

Who doesn't love jewelry?

http://www.theprettypeacock.com/categories/see-everything.html?limit=all


3. For the person who is hard to buy for these are some great sites to check out.

http://www.uncommongoods.com/

http://www.vat19.com/


4. And most importantly.... for the geek in your life:

http://www.thinkgeek.com/?source=google_branded&cpg=ogb1

Wednesday, November 11, 2009

A Recipe, A Website and Some Bling! by MaryAnn


This weekend Jamie and I went to a local boutique called Bijou Market. We found some great stuff! A local bakery called the Sweet Tooth Fairy (http://www.thesweettoothfairy.com/) was there sampling their amazing Cake Bites (also called Cake Balls). I immediately fell in love with them. If you ever come to town you need to try them. If you won't be coming to town anytime soon, you have two great options. The Sweet Tooth Fairy delivers. Go to their website listed above and check it out. If you don't want to spend the money on shipping, here is a link to a similar recipe. I have never tried this recipe but it seems pretty easy. http://allrecipes.com/recipe/cake-balls/detail.aspx

We also found some fantastic homemade jewelry made by Tom Jewelry Design. Check out her website (http://www.etsy.com/shop/tomdesign). She sold out of everything this weekend at the boutique so bookmark her page and check back in a few days to see her fun jewelry. She had rings (my new ring is pictured), earrings and necklaces in tons of fun bright colors and designs. Jamie and I may or may not have been involved in her selling out of all her jewelry.

This week I was also introduced to a fun new website by my friend Clayton. Check it out at http://springwise.com/weekly/2009-11-05.htm. Springwise is a cool website about new business ideas spotted around the world. There are some very clever and creative ideas.