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Since Clients & Profits was designed especially for the advertising industry, you'll probably feel familiar with it after only a few days. It's made to move you smoothly through the steps that every job goes through: estimating, trafficking, costing, and billing--;the same steps you go through now. But instead of using a manual system of job jackets and forms, everything will be in Clients & Profits.

Renumber The Renumber utility lets you change a job number, task code, client number, vendor number, staff person’s initials, status codes, or one job’s client. Ordinarily, these numbers can’t be changed for good reason: a job number, for example, could appear on hundreds of job tasks, job costs, purchase orders, and client invoices.

Verify/Recover The verify/recover utilities fix errors caused by system crashes, disk failures, network interruptions, and other various hardware problems that can corrupt totals in your database. Unlike Data Utilities, verify/recover doesn’t reorganize or repair damaged data. Instead, verify/recover simply verifies that your account balances and job totals add up -- if not, Clients & Profits recovers the totals.

Daily Messages Daily messages replace the standard message on your Information Center window. The standard message, which is entered in Agency Information, appears automatically when the Information Center window is opened. But if you create daily messages, they will be shown instead.

Purge... The Purge utility erases old records from your database—permanently. This utility can purge paid A/R and A/P invoices, checks, job tickets, time sheets, and purchase orders from your database. Purging old data doesn’t shrink the size of your database. This helps prevent fragmentation of your database, which lowers its performance. Instead, archiving clears out space within the database for new records.

Database Utilities... Database Utilities is a collection of data management tools designed to help C&P system managers maintain their database. Database Utilities is a collection of data management tools designed to help C&P system managers maintain their database. These tools track and control the database’s size, test it for damage, and export/import data to and from other systems.

Export Data is used to extract selected client, job, cost, and accounting information from your Clients & Profits database, saving it as text files that can be imported into another database, spreadsheet, or word processor.

You can verify/recover accounts balances for one client, vendor, or G/L account. When you know precisely which account is incorrect, enter the account number.

Animated messages get attention. The daily message scrolls, flashes, moves to grab the user’s attention whenever the Information Center is opened. Use these messages to keep staffers informed about meetings, news, events, etc.
clients & Profits Database Guide
The Clients & Profits Database Guide is a complete do-it-yourself guide to maintaining, checking, and managing your C&P database. You'll find easy-to-understand explanations about how the database works, why it can become damaged, and how to troubleshoot data problems.


Revamping your task table? Here's how...
When you want to change a task's code and ALL of its activity, e.g., time sheets, a/p invoices, etc., choose Setup > Utilities > Re-number. Using Update Existing Job Tasks in the Task Table only changes a job task's detail, such as billing rate, markup, etc., not the code itself. If you edit a code directly in the Task Table, it won't update on jobs and related activity.

Daily messages = timely communication
A daily message relays timely information to your staffers through the Information Center.  A different daily message can be added for any day of the year.  Daily messages replace the animated Information Center message, if one is set up.  As an added bonus, there's a daily time card message, too.  (Choose Setup > Utilities > Daily Messages.)


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