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Management Tips, Techniques, Secrets
C&P Database
Guide - everything you need to know about checking
and repairing C&P databases
Inside Clients & Profits / Technical Information
Custom Reports - these examples will help you learn how to program your own
reports
Data
Dictionary - describes the data files and fields that
can be used in custom reports, exporting, etc.
Support Links
MacWindows - searchable web site for Mac/Windows integration
Microsoft
Windows - everything official you'd want to know about
Microsoft Windows
Macintouch - the best source for up-to-date Macintosh news. Updated daily
Macfixit - searchable troubleshooting site by the author of "Sad Macs."
Updated daily
Recommended Tools
Retrospect - an excellent backup system for both Mac and Windows servers.
Disk
Warrior - Alsoft's utility for checking and fixing
Mac hard disks.
Drive Genius - Another utility for hard drive recovery and optimization. Allows (among other things) partition size management without data loss.
RealVNC - Free VNC client/server software for Windows PCs and servers. Very useful for remote administration. For Macs, consider Vine Server (formerly OSXvnc) and Chicken of the VNC.
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MySQL 5.5 Compatibility
1/4/12
We hope you all had a Happy New Year! We are pleased to announce that we are now supporting MySQL 5.5
with our latest version of C&P (10.3). Don't forget about all of the great GUI tools that work with MySQL like
Sequel Pro (OS X only) and Navicat for MySQL (Available in Free & Paid version)
OS X 10.6 (Snow Leopard) Compatible Version of C&P X Released
In addition to fully supporting OS X 10.5 (Leopard) and OS X 10.6 (Snow Leopard) it also includes many enhancements which were nearly all submitted by users as wishlist requests.
Like its predecessor, 10.1, 10.2 is a universal binary and carries all the previous optimizations for Intel-based Macs.
Like previous versions, C&P X 10.2 works on a wide variety of workstations and servers:
WORKSTATION: Any new Intel-based Mac (or) late-model PowerPC-based Macs with 1gb RAM and Mac OS X 10.4 or later. C&P X 10.2 also runs on any late-model Windows-based PC. Supports Windows Vista.
SERVER: Apple Xserve running Mac OS X Server 10.4.4 or later or Windows Server 2003.
MySQL 5.0 Downloads
2/16/11
Looking for MySQL 5.0 Server downloads? Here are the links you will need:
MySQL 5.0 Database Server
MySQL GUI Tools(Includes MySQL Admin and Query Browser)
ODBC Administrator in Snow Leopard
3/12/10
OS X 10.6 no longer includes the ODBC Administrator. Fortunately, another is available here (and it's free and works fine with C&P).
Snow Leopard Compatibility
9/1/09
Our testing has found no issues with C&P X running in Apple's new Snow Leopard (10.6) operating system.
C&P X 10.2.3 SQL Security Update
8/5/09
Updating to 10.2.3 will strengthen security in SQL databases (MySQL and MS SQL). Once the database is converted, previous versions of Clients & Profits will no longer be able to connect, due to not meeting the new security requirements. Make sure to update all applications before converting the database.
Windows Vista 64-bit
6/4/09
C&P X has been successfully tested on Window Vista 64-bit. The only difference in the installation is the application installs in Program Files (x86) by default.
SQL Server 2008
3/6/09
Microsoft SQL Server 2008 is now supported by Clients & Profits Pro (using Express Edition) and Enterprise Edition.
Note: there is currently an issue with importing databases using OS X, so please use Windows in the meantime (this applies to SQL Server 2005 as well).
MySQL 5.x Compatibility
1/20/09
Our latest supported version of MySQL is 5.0.51b, which can be found here. If a newer version is installed and isn't working, uninstall instructions for MySQL (for OS X) can be found here.
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macOS Sierra 10.12 Update
9/20/16
As you may already heard Apple has released a new OS, Mac OS Sierra. Our initial testing with the preview and current release has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X. We recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.
OS X El Capitan Compatibility
9/29/15
Our testing has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X on the pre-release version of the new El Capitan OS (OS X 10.11). The new OS is scheduled to be released tomorrow Wednesday September 30th. We recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.
Note: As with the previous OS X Server update, hosting the built-in database for Clients & Profits X is not recommended with this legacy technology. If you would like more information on Clients & Profits Cloud please call our sales team at 1-800-272-4488.
OS X Yosemite Compatibility
10/16/14
Our testing has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X on the new Yosemite OS. We’ll be releasing more information as we have it available. Using Yosemite Server for hosting the built-in database is still undergoing testing at this time.
OS X Mavericks Compatibility
02/20/14
Current versions of Clients & Profits are now fully compatible with OS X Mavericks.
Both Clients & Profits X 10.4 and the new Clients & Profits Cloud Upgrade are fully compatible with OS X Mavericks. Earlier versions of Clients & Profits X (10.3.x and below) are not currently compatible. We strongly suggest to users of earlier versions of Clients & Profits that they not upgrade their OS at this time.
OS X 10.8 (Mountain Lion) Compatibility
7/25/12
Our testing has found no issues or compatbility conflicts running C&P X on the new Mountain Lion OS.
OS X 10.7 (Lion) & Lion Server Compatibility
7/22/11
Our testing has found no issues or compatbility conflicts running C&P X on the new Lion OS. However, testing with the new Lion Server App we have experienced connection issues from Windows based machines to the built-in database format. Currently we only suggest hosting the built in database on Lion Server in all Mac environments.
Tech Notes
Cross-Platform Sharing - Step-by-step instructions on configuring a Windows server to host a database for both Mac and Windows clients.
Saving C&P Reports as Acrobat PDFs - How to use Adobe Acrobat to save picture-perfect digital copies of estimates, invoices, and other Clients & Profits reports.
Custom Reports Basics - Everything there is to know about using Clients & Profits report writer
Exporting - How to export data from Clients & Profits to other applications
Importing Logos - How to paste your company logo onto estimates, invoices, purchase orders, and insertion orders
Importing Time - How to import time into Clients & Profits
Online Tutorials
Learning Clients & Profits teaches the basics of adding jobs, costs, and billings
Closing the Year walks you through the complete year-end closing process |
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Inspiron Zino HD (starting at $249) Inspired by (or completely ripping off) the Mac mini, Dell has their own small form factor computer, though it starts at a fraction of the price. Running Windows Vista or 7 (both 64-Bit) and with enough power for most productivity tasks, it's a convenient system for anyone with non-power user needs. For the aesthetics-conscious, it offers 10 different designs for the top.
MacBook (starting at $999) Recently updated. Improvements include the low 4.7 pounds weight, a 10-hour battery, a brilliant LED-backlit 13" display (1280x800), and the new multi-touch trackpad. Under the hood it starts with 2.4GHz,2GB memory, 250GB hard drive, a 8x DL SuperDrive, and a 256MB NVIDIA graphics card. Outside the office, AEs will find this mac a worthy companion and when they need a little more real estate back in the office, it can support an external display up to the 30" Apple Cinema HD Display.
Cisco Aironet 1131AG - wireless access point ($354)
This ready-to-install, easy-to-manage access point offers high capacity, high security, enterprise-class features to deliver wireless LAN access with a low total cost of ownership. Designed for coverage in offices and similar RF environments, this unobtrusive access point features integrated antennas and dual IEEE 802.11a/g radios for comprehensive and predictable coverage, providing a combined capacity of 108 Mbps.
With optional Cisco WirelessPLUS software, the Cisco Aironet 1130AG Series may be configured to support the OfficeExtend solution for secure, wireless teleworking.
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