The Acrobat-based My Clients & Profits! Spec
Sheet (100k) describes
the web server's key features and functions.
Feature List
This page provides a comprehensive list of features found in My
Clients & Profits!
Feature
Comparision
This page compares the
functions offered by
the My Clients & Profits! web server with those found in Clients & Profits.
System
Recommendations
Get complete details about what you need to run a My Clients & Profits!
web server.
How
My C&P!
works
This white paper
describes in technical
terms how the My Clients
& Profits! web server interfaces with the C&P database. |
My Clients & Profits!
is a web server for your Clients & Profits database
that allows anyone to manage jobs, track time and expenses,
and more from Internet Explorer, Netscape Navigator, or
any web browser.
My Clients & Profits! is an add-on to
Clients & Profits that allows creatives, account executives,
and out-of-office staff members to track jobs, traffic, time, expenses,
and more from anywhere in the world -- from any kind of computer.
The My C&P! web server serves customizable web pages using real-time
data from the Clients & Profits database. Users can add jobs,
update status reports, enter hours on time cards, and track costs
using only a web browser.
Read what people are saying about My Clients & Profits: Click
here
How it works: The My C&P! web server acts as a "gateway" between
the shop's Clients & Profits database and any number of Netscape
or Internet Explorer users. A user opens their web browser, then
logs onto the My C&P! server by entering a specified web address
(such as "http://my.clientsandprofits.com"), their user
ID, and their password. My C&P! verifies the user's ID and
password, then displays a personalized "home" page. This
home page contains links to the various client, job, and costing
features available to them, as well as links to company and industry
news, a company calendar, and an optional online company handbook.
Major features include:
Major features include:
Job Tickets - open jobs from any internet connection,
anywhere
- TRACK JOBS Browse through
job tickets and their tasks. Or, pick a job ticket from the
lookup list that lists all of the shop's open jobs. The Job
Ticket web page looks like the job ticket window in Clients & Profits,
so it will be familiar to anyone who's used it before. From
the Job Ticket page you can view the job's billings, POs, costs,
specs, snapshot, creative brief, WIP, and work order. Users
with the right access privileges can add tasks to an open job
ticket.
- OPEN NEW JOBS New jobs
can be opened for any client based on the user's access privileges.
If a new job is given a job type/spec sheet, My Clients & Profits!
will copy the template's tasks to the new job automatically.
- VIEW ESTIMATES The Estimate
web page shows the job's tasks and their budget and estimate
amounts. An estimate's prior revisions can be reviewed by choosing
the revision from the pop-up menu. Job estimates can be changed
from the My C&P! web page.
- CREATIVE BRIEFS A job's
creative brief can be edited by anyone with the right access
privileges.
- CHANGE ORDERS The Change
Orders web page lists a job's change orders. The details on
an existing change order can be viewed by clicking on its line
number. New change orders can be added any time, which update
the job ticket instantly.
- JOB DIARY The Job Diary
logs changes to the job's status, estimate, and specifications.
You can also quickly review a job's costs for one or more tasks
from the Job Diary web page, as well as add a new diary entry.
Job Scheduling/Traffic - keep
jobs up-to-date from any web browser
- JOB SCHEDULES The start
and due dates for a job's scheduling tasks can be entered,
reviewed, and updated from the Job Schedule web page.
- JOB TRAFFIC A job's milestones,
production and billing status, status notes, and next steps
can be updated from the job's traffic web page by anyone with
the right access privileges.
- DAILY JOB HOT SHEET Anyone
who needs to can view the shop's Daily Job Status report from
their web browser. Jobs can be selected by production status,
just like the regular report printed from Clients & Profits.
Users with the appropriate access privileges can update a job's
production status code and status notes any time from the Daily
Job Status web page.
- WEEKLY TRAFFIC REPORT Anyone
who needs to can view the shop's Weekly Traffic report from
their web browser. Jobs can be selected by production status,
just like the regular report printed from Clients & Profits.
Users with the appropriate access privileges can update a job's
traffic information from the Weekly Traffic Report web page.
- WEEKLY TASK PLANNER Creatives
and production staff can review the week's deadlines from job
schedules any time.
- WORK TO DO Creatives
and production staff can keep track of unfinished job tasks
for any range of start dates or due dates.
Job Costing - it's
never been easier to track every job cost
- TIME CARDS Staff members
can enter their hours worked on a daily time card. Time from
previous days can be reviewed but not edited (for better security).
Production and creative staff working on location can enter
time each day, keeping productivity and job cost reports up-to-the-minute
accurate and timely.
- TRACK EXPENSES Staff
members can enter out-of-pocket expenses for travel, parking,
in-house supplies, and more without manual expense forms. Since
expense reports entered with My Clients & Profits! update
jobs automatically, there's no double-entry by the accounting
department.
- TRACK INTERNAL CHARGES Enter
expenses for internal charge items such as CD duplication,
output, slides, and more without rekeying. Not available for
Clients & Profits Classic users.
- REVIEW POs Production,
creative, and account service staffers can find and review
purchase orders, broadcast orders, and print insertion orders
and their details.
- APPROVE POs Production
managers can approve new purchase orders online. Not available
for Clients & Profits Classic users.
Company Information - keep
everyone up-to-date on company doings
- LOOKUP LISTS Anyone using
My Clients & Profits! can see lists of clients, jobs, staff
members, vendors, production and billing status codes, tasks
from the Task Table, groups, open purchase, broadcast, and
insertion orders, job types/spec sheets, and client projects.
They look just like the lookup lists in Clients & Profits
-- and don't show private or proprietary information.
- NEWS Custom company news
pages can be created in FrontPage, GoLive, Dreamweaver, or
any other HTML editor and served by the My Clients & Profits!
web server. Staff members can keep up to date on new account
wins, new hires, company milestones, and more from the shop's
own private web site.
- CALENDAR Important dates
of upcoming meetings, events, trade shows, parties and more
are available to anyone in the company from their web browser.
Any number of calendar pages can be created in any web page
editor and served by My Clients & Profits!
- INDUSTRY NEWS These links
keep the company's employees current on the big events in their
industry -- all from a single home page.
- LINKS Important or useful
links to outside web pages can be included on the My C&P!
home page. Standard links include the leading industry publications
(e.g., Adweek, Advertising Age, HOW, Print, Communications
Arts), the Clients & Profits web site, and (just for fun)
the American Advertising Museum web site. These home page links
are completely customizable.
- COMPANY HANDBOOK Staff
members can read all about employment benefits, policies, standards,
and holidays from the online company handbook. The My C&P!
home page can be customized to display links to any number
of company-created employee handbook pages. Access to the company
handbook, as with the rest of My C&P!, is restricted to
authorized users only. The actual company handbook pages are
not included.
- COMPANY FORMS Employees
can download expense reports, payroll change requests, insurance,
and other forms any time they're needed. My Clients & Profits!
provides the structure for serving company forms, but none
of the actual forms are included.
Management Features - control and manage
who's using My C&P!
 User-based
web-only access privileges enhance the standard privileges built
into Clients & Profits, so controlling who can and can't access
the C&P database is easy and secure.
A
detailed log tracks every kind of hit to the My C&P! web server,
including log-in errors.
An
innovate "information center" window monitors the web
server's activity, including charting the hourly volume of hits,
and who accessed the server.
The
My C&P! web administrator is notified automatically via e-mail
on failed attempted log-ins as a security measure.
My
C&P! web pages can be customized in Microsoft FrontPage,
Macromedia Dreamweaver, Adobe PageMill, Claris HomePage, and
any other web design and site management application.
The
web server's pages are implemented in 100% HTML -- no plug-ins
are required.
See My Clients & Profits!
for yourself The online My Clients & Profits! online
demo lets you view job tickets, track time, and more
using a live sample database. Or, try the My Clients & Profits!
web server with your existing Clients & Profits system
with the free demo.
For more information, contact Clients & Profits
Sales at (800) 272-4488.
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