Do you need ACT Software Support in Michigan? 800.475.1047 – Support – Training – Consultant – Reseller

ACT Software Support

Do you need ACT Software Support in Michigan? 800.475.1047 – Support – Training – Consultant – Reseller

News: JCS provides support for ACT Software in the Detroit Metro area. We now provide ACT Software Support from our new Royal Oak, Michigan office as of April. We can support all versions of ACT CRM Software in Michigan and can help upgrade your to current releases.
Act! Premium helps organize all your prospect and customer details in one place so you can prioritize your day and market your products and services more effectively, helping to drive sales results while creating customers for life.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Do you need ACT Software Support in Illinois? 800.475.1047 – Support – Training – Consultant – Reseller

ACT CRM Software Support  Illinois

800.475.1047 – Support – Training – Consultant – Reseller

Providing ACT Software Support from our Arlington Heights, Illinois office which is a suburb of Chicago, Illinois. We provide support for all versions of ACT CRM Software in Illinois as well as upgrades to your ACT Software.
Act! Premium helps organize all your prospect and customer details in one place so you can prioritize your day and market your products and services more effectively, helping to drive sales results while creating customers for life.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Administering ACT CRM Software Training Class Royal Oak, Michigan – 800.475.1047 – Support – Training – Consultant Reseller

Administering ACT CRM Software Training Class Royal Oak, Michigan – 800.475.1047 – Support – Training – Consultant  Reseller

View our list of available Michigan Training Classes for ACT software or support.
Hands on with lab work – small training classes no more than 4 students
Taught by ACT Software Consultant this ACT Software Training class reviews administering ACT Software. Additional ACT software classes are available. ACT CRM Software Consultant Support is also available in Royal Oak, Michigan Call to speak with your local ACT Software Consultant. 800.475.1047

Local ACT CRM class Michigan

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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Why Choose Sage ACT! Hosted? – 800.475.1047 – Support – Training – Consultant – Reseller

Why Choose Sage ACT! Hosted – 800.475.1047

Four simple reasons, on-demand access | Technical details covered | Minimal start-up costs | Specialized support services
With Sage ACT Hosted, you get the following:
Access to your Contacts and Calendar from virtually anywhere you have access to the cloud.
No need for IT technical support in your organization let Sage take care of your support.
Low startup costs with subscription based billing. The only initial startup costs are related to the remote database setup (if desired or needed). You are able to import your Contacts and Calendar.
Offline Setup Assistance, Data Import, Training or Customization. All can be done by Accounting Business Solutions by JCS or by Sage Support Services. For more information, go to www.jcscomputer.com or email: solutions@jcscomputer.com or call (800) 475-1047.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage ACT! and Swiftpage are Now One! – 800.475.1047 – Support – Training – Consultant – Reseller

Sage ACT! and Swiftpage are Now One!

800.475.1047 – Support – Training – Consultant – Reseller

Important Announcement: On March 20, 2013, Swiftpage announced it has completed the acquisition of the ACT! And SalesLogix businesses.

Accounting Business Solutions by JCS is here to help with your Swiftpage implementation. Contact us to discuss the leading email and social media software program.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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How to Set Up QuoteWerks to Act Integration Support – 800.475.1047 – Training – Support – Consultant – Reseller

How to Set Up QuoteWerks to Act Integration Support – 800.475.1047 – Training – Support – Consultant – Reseller

Test procedures How to test a new version of ACT! With QuoteWerks

– Check for missing or incorrect data in ACT! Records QW creates -Check for duplicating or missing records in ACT! That QuoteWerks is should be creating or updating.

Pull in current contact info

– New quote, click on card button to pull in current contact. Was all the information correctly pulled in?

Search for an ACT! Contact

– New quote, click on the search button. Do a search by company, last name, phone number. Do they all work? Are the secondary contacts also being displayed? When selecting a contact for use does all the information correctly get pulled into the quote?

DataLink

– Configure data link to bring in a field from ACT! Into the QuoteWerks terms field and make sure this works both when pulling in the currently displayed contact and also when searching for and then selecting an ACT! Contact.

Create/Update linked document

– New quote, pull in current contact, save and choose linked document option.

– Make change to that same quote and save the changes, check in ACT! That the linked doc was updated.

– Check the Act attachments store folder to make sure that the dtf file was updated and that there are no additional or missing dtf files for that quote.

Create/Update Sales Opportunity for a quote

– Choose the save option to create an opportunity.

– Make a change to the amount in the quote and save again. This time select an opportunity to link to and then check in ACT! That the forecast was updated and the forecast and amount is listed for the selected opportunity.

– Create a new quote, pull in the current contact and save to create a forecast and on the forecast screen, choose to create a new opportunity in ACT! Then check in ACT that the opportunity was created and that all the correct information is in it, including dates, groups, etc.

– Then make a change to the amount on the quote and save to update the forecast. Check in ACT! That the opportunity amount was updated correctly.

–  Make sure that the Product is reflecting the QW document amount correctly Create/Update follow up call -new quote, pull in current contact, save and choose create follow up call

– Make changes to that same quote and save the changes, check the create/update follow up call option, change the follow up call data, and check in ACT! That the scheduled call was updated correctly.

Rename a quote

– Choose File |Rename to rename a quote that we already have a linked document, call, meeting, and to-do and sales opportunity for and make sure that the quote name was updated in all these records in ACT. Change the quote number

– Choose File |Save and change the document number for a quote that we already have a linked document, call, meeting, and to do and sales opportunity for and make sure that the quote name was updated in all these records in ACT. (Say YES to question about moving the links) Convert quote to an ORDER -Convert one of the saved test quotes to an order to verify that the forecast, call back, linked document, and profile/detail record are updated with the new order number and that no duplicated records are created. Do this with and without the “Preserve quote when converting to order” option.

Create/Update Completed Sale for “straight to Order”

– Create a New Order and save it for the first time, choosing the “Create/update Opportunity” option. Make sure the closed won opportunity is in ACT with the correct amount. Save changes to the Order

– Make a change to the order and choose all the create/update options and make sure it works. Convert quote to a LOST SALE

– Create new quote and when saving choose the options to create a call, meeting, and to-do, and sales opportunity and linked document. Then convert to lost sale.

– Verify that the opportunity is completed as lost. Save changes to the lost sale

– Make a change to the lost sale and choose all the create/update options and make sure it works. Printing ACT! Field data

– Modify a print layout to include a Contact Mgr. field from ACT! and then preview the layout to make sure the data is pulled from it. Then, move the current contact record in ACT! to a contact that is not embedded in the quote and preview again. The DataLink should still pull the data from the embedded quote record. Log sent email in history

-new quote, pull in current contact, save it. Then email the quote and check that the sent email is logged in ACT! history correctly.

– First set the qw email to SMTP and test that the email is logged correctly in ACT!

– Then set the email to Outlook and test that the email is logged correctly in ACT! F2 Lookup macro

– Test using an F2 Lookup macro like ~ACT!_Macro (TBL_CONTACT.SPOUSENAME) in the CustomText01 field on the Custom tab of the Quote workbook. NOTE, the field name in act is CASE SENSITIVE!

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

F9 QuickBooks – Advanced Reporting

F9 QuickBooks – Advanced Reporting

F9 QuickBooks – Advanced Reporting Desktop

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Get maximum value from F9 and QuickBooks. Add advanced customized reporting capabilities, planning, and analytics to QuickBooks with the power of F9 features including:

  • Build report templates to sum transactions across date ranges
  • Report on balances using different classes
  • New report has a refresh options along with speed improvements (Recalculate: range, worksheet & workbook)
  • New drag-and-drop parameters
  • Expanded server-based reporting capabilitiesadvanced quickbooks training, advanced reporting definition, advanced reporting in quickbooks, advanced reporting quickbooks, advanced reporting quickbooks enterprise, quickbooks statement writer, quickbooks support near me, quickbooks to sage, quickbooks vs sage 100, quickbooks vs sage 100, quickbooks vs sage 50, quickbooks reporting, quickbooks reporting tools, quickbooks reports, quickbooks reseller, quickbooks setup services near me, quickbooks custom report writer, quickbooks custom reports, quickbooks consultant near me, quickbooks consultants, quickbooks consultants near me, quickbooks consulting, quickbooks consulting services, quickbooks consulting services near me, quickbooks advanced reporting, quickbooks advanced reporting templates, quickbooks advanced reporting training, quickbooks advanced training
  • Seamless reports upgrade from F9 V5 to V6
  • Revamped F9 serialization/license process (self-service portal available)

 

Operating Systems

  • Desktop / Workstation
  • Windows 8.1 and 10 (32 and 64-bit) (Win 10 S is not supported) – (Note: For F9 products using PSQL on Windows 10 and Windows Server 2016/2019, only PSQL V12 is supported.)
  • Windows 7 (32 and 64-bit) (*)

Server

  • Windows Server 2016/2019 (Note: For F9 products using PSQL on Windows 10 and Windows Server 2016/2019, only PSQL V12 is supported.)
  • Windows Server 2012 and 2012 R2 (Note: Server Core installations with WoW64 uninstalled are not supported)
  • Windows Server 2008 R2 SP1 (64-bit) (*)

Not supported

  • Windows 10 S
  • Windows XP and earlier and Windows Server 2003
  • Windows RT
  • F9 Professional LDI Editor supported on Windows XP

Microsoft Office Excel Versions

Supported Versions

  • Office 365 ProPlus with Excel installed on-premise (full installation on desktop) (32 or 64bit)
  • Office Standard or Professional Plus 2013/2016/2019 with Excel installed on-premise (full installation on desktop) (32 or 64bit)
  • Excel 2019 (32 or 64bit) (Desktop Application)
  • Excel 2016 (32 or 64bit) (Desktop Application)
  • Excel 2013 (32 or 64bit) (Desktop Application)

Not supported in F9 V6

  • Excel 2010 (32 or 64bit)
  • Excel 2007 (*)
  • (*) Office 2007 has reached end of extended support from Microsoft. Excel 2007 specific issues will not be addressed.

Not supported

  • Office Online
  • Incompletely downloaded/installed versions of Click-To-Run Office ProPlus

F9 QuickBooks – Advanced Reporting Online

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F9 is an optional Excel spreadsheet add-on that can be purchased at an additional cost. F9 uses (DDE) technology to retrieve data from your QuickBooks Online General Ledger module and delivers it directly to Microsoft Excel. This eliminates the challenge of getting your QuickBooks Online financial statements in the format you desire without having to manually reenter data.

 

 

To learn more about F9 QuickBooks Reporting give us a call 800.475.1047

 

Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

Sage Timeslips Support

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F9 Reporting Sage MAS 90 Sage MAS 200 Sage 100 Advanced Reporting

F9 Reporting

F9 Reporting Software – Sage MAS 90 and MAS 200 Support

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Now available for Sage 100 Premium and Sage 100 Cloud

F9 Reporting – Did you learn F9 using MAS 90 or MAS 200 and want to continue to get maximum value from F9 using Sage 100? Maximize your time – build financial reports and use them again next year.

This add-on Excel spreadsheet can be purchased at an additional cost for use with Sage 100. F9 uses dynamic data exchange (DDE) technology to retrieve data from your Sage MAS 90, Sage MAS 200, Sage 100 Premium or Sage 100 Cloud General Ledger module. It is then delivered directly to Microsoft Excel.

Refresh your spread sheet on demand to get real-time financial information instantly using F9. No longer do you need to manually key data into spreadsheets. Use the Budget Write Back feature to update existing budget amounts in Sage MAS 90, Sage MAS 200, Sage 100 Premium or Sage 100 Cloud.

Our Certified Sage 100 Consultants have over 30 years of hands on experience and can help you with F9 using MAS 90, MAS 200, Sage 100 Premium or Sage 100 Cloud. Working with Financial Institutions, distribution, manufacturing and field service businesses on a daily basis. You can now add customized reporting, planning, and analytics to Sage with the power of F9 V6 features including:

  • Use Account Group ID in F9 functions and for filtering
  • Report on balances using different currencies
  • New refresh report options along with speed improvements (Recalculate: range, worksheet & workbook)
  • New drag-and-drop parameters
  • Expanded server-based reporting capabilities
  • Seamless reports upgrade from F9 V5 to V6sage mas, sage mas 100, sage mas 200, sage mas 200 erp, sage mas 200 manual, sage mas 200 support, sage mas 200 training, sage mas 90, sage mas 90 accounting software, sage mas 90 erp, sage mas 90 manual, sage mas 90 software, sage mas 90 support, sage mas 90 training, sage mas 90 tutorial, sage mas software, sage mas200, sage mas90, sage mas-90
  • Software updates – check for latest F9 version from Excel
  • Revamped F9 serialization/license process (self-service portal available)

F9 Reporting Version 6 Common Components

  • F9 V6 Add-In
  • F9 V6 Server
  • F9 Viewer Add-In
  • F9 Viewer Server
  • F9 Licensing
  • F9 Scheduling Hub Engine

Give us a call to learn more 800.475.1047

www.jcscomputer.com

Sage MAS 90 Sage MAS 200 Sage 100 F9 Reporting Advanced Reporting

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Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

Sage Timeslips Support

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