Using Clients & Profits Plug-In Applications

Plug-ins are special mini-programs that can be opened and run while you're using Clients & Profits 2.x. They add new custom features to Clients & Profits Pro 2.0, and are exceptionally convenient to use. Plug-in applications give Clients & Profits 2.x the unique ability to expand its abilities without becoming a custom program. Plug-ins can be created to print complex reports, import data from other systems, perform mass changes to your database, and more-without customizing the Clients & Profits Pro 2.0 application itself. You can't easily create plug-in applications yourself. They are produced by programming Omnis 7, the relational database in which Clients & Profits is built. Plug-ins will be produced by Clients & Profits, Inc. and independent developers. The Utilities disk includes a sample "plug-in" application named "Update Tax on Tasks" (or UPTAXTK.LBR on Windows). This plug-in copies the sales tax status from the Task Table to job tasks. Plug-ins like this one are useful for updating many records at once, instead of manually changing one record at a time. Since you can't easily update the sales tax status for many job tasks at once, this mini-application makes the system more powerful without customization. To open a plug-in application 1. Open Clients & Profits. 2. Choose Open Plug-in Application from the File menu. 3. Select and open the plug-in application, such as "Update Tax on Tasks," then click OK. Each plug-in application installs a menu called "Fix" or "Plug-in" or "Print" at the end of menu bar, next to the Snapshots menu. Use this menu command to run the plug-in (there may be more than one function).  To close a plug-in application 1. Choose Close Plug-in from the Plug-in's menu.