Clients & Profits Online User Guide

Glossary Contents

You can customize Clients & Profits without programming by setting its preferences. These preferences change the way Clients & Profits behaves, so you can tailor it more closely to how you work Most of the important system settings are changed from the Preferences window. This window lets you select and modify each of the different settings separately, for simplicity. Since these settings are used by everyone system-wide, every user’s preferences are updated when these changes are saved. To prevent record-locking, it’s best -- but not required -- that no one uses Clients & Profits while you’re changing your system preferences. Selecting share pictures between PCs and Macs allows the same graphic logo (a PICT or .BMP file) to appear on both Windows-based PCs and Macintoshes. To allow pictures to be shared, the graphic is converted into a lower-resolution format. Depending on the complexity of your logo, a shared picture may not print well (it may appear jagged, or bitmapped). When a graphic isn’t shared, it’s resolution can be much higher. If you use both PCs and Macs and need to print invoices, estimates, and POs from both platforms, try this “shared” setting. If your logo doesn’t print well, consider printing from a single platform (i.e., Windows or Mac) or using pre-printed forms. The date format is customizable. You can change the date to 10/1/03, 10-1-03, 10.1.03 or international dates 03/10/1, 03-10-1, 03.10.1). The find time by staff or by number option will set your default for when you are using the find feature in time sheets. The check spelling when saved option will turn on the spell checker for every user. When the save button is selected, the window text will be spell checked. (This option can be disabled for an individual user in their general access privileges.)