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Cougar Mountain Software
Professional Version
cms2PO EmailTM
includes cms2SY AutoArchiveTM
includes cms2SY PDFTM
Bundle price: $88Demo Version Available
60 Day Money Back Guarantee(generous discounts on multiple purchase)
cms2PO EmailTM
includes cms2SY AutoArchiveTM
includes cms2SY PDFTM
Bundle price: $88Demo Version Available
60 Day Money Back Guarantee(generous discounts on multiple purchase)
cms2EM Email/AutoArchive/PDFProduct Info
cms2EM Email/AutoArchive/PDFProduct Info
Added Functionality
Improved User friendliness
Emailing Ability
Credit and collection tools
Compatible with CMS Versions 4 through 12 & V2009
Automatically updates itself for version and service pack changes
What does cms2Email™ do?What does cms2Email™ do?
The cms2Email™ product allows you to easily email invoices, customer statements, purchase orders and other reports to anyone.
What works with cms2Email™?What works with cms2Email™?
So you can email out of any Windows based application that has the ability to print. The software converts the output to PDF, asks if you want to email it. If you select the email option, it launches your email client (eg. MS Outlook) attaches the PDF automatically and you’re ready to pull the address(es) from your address book, add any comments and send it on its way.
Create and Email a PDF DocumentCreate and Email a PDF Document
1. Choose Print from your application and select PDFCreator, click “OK”.
Create and Email a PDF DocumentCreate and Email a PDF Document
2. Enter any file information you want to save and then choose “eMail”.
Create and Email a PDF DocumentCreate and Email a PDF Document
3. You will then need to choose where you would like the file saved. Click “Save”
Create and Email a PDF DocumentCreate and Email a PDF Document
4. A blank email message will now appear with your file as an attachment.
cms2EM Email/AutoArchive/PDF Installation Instructions
cms2EM Email/AutoArchive/PDF Installation Instructions
• Installation happens automatically when you install V10 or better
• To activate this feature, you need to go to Order Entry> Options> Codes> Order Guide> Run Utility
• To keep the file updated, rerun the file daily/weekly/monthly as needed
• To optimize this feature, staff should be trained to manually add items that a customer inquires about and any item that the staff feels that the customer might be interested in.
cms2EM Email/AutoArchive/PDF Troubleshooting
cms2EM Email/AutoArchive/PDF Troubleshooting
• This product should require no troubleshooting. Its beautiful in its simplicity.
• Re-indexing is almost always a first step
• If a record locking error occurs, use UTICMS to delete any blank records
• If problems still exist, use dbFix & FileFix to rebuild the file
• If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.
cms2EM Email/AutoArchive/PDF Upgrades, Service Packs & Smart
Patches
cms2EM Email/AutoArchive/PDF Upgrades, Service Packs & Smart
Patches
• This product will automatically be updated when a version change, service pack or smart pack
• If a custom report was installed, it will need to be reloaded
cms2EM Email/AutoArchive/PDF Technical Information
cms2EM Email/AutoArchive/PDF Technical Information
cms2EM Email/AutoArchive/PDFby CMS to the MAX
cms2EM Email/AutoArchive/PDFby CMS to the MAX
The pricing on future enhancements is not known at this time
How Can I Get the CMStotheMaxtm Products?
How Can I Get the CMStotheMaxtm Products?
You can get cms2OE_CollectionComments&Notes tm from your local Cougar Mtn Dealeror
GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)
13337 South Street #352
Cerritos, CA 90703
714 228-5444 Phone
800 531-2944 Fax
CMStotheMax.com & Cougar-Magic.com Products
CMStotheMax.com & Cougar-Magic.com Products
• cms2PR ADP tm
• cms2PR UDF+ tm
• cms2PR MaxPak’s tm
• cms2PR CertifiedPR-Forms tm
• cms2PR History-99Yr tm
• cms2PR ReportsEnh tm
• cms2PR CertifiedPR-Forms tm
• cms2PR QckChg tm
• cms2PR Time&Attendance
• cms2PR TimeclockBridge
• cms2EX Excel tm
• cms2RRW Reportstm
• cms2R&R LearnCDtm
• cms2AutoArchiver tm
• cms2SY ASP tm
• cms2BU Backup+ tm
• cms2SY CriticalFilesBU tm
• cms2SP Speedup tm
• cms2SY Checklists tm
• cms2SY ErrorFixing tm
Product OverviewProduct Overview
Accounts Receivable& Collections
Inventory& Purchasing
Payroll &Human Relations
Export toExcel/PDF
& eMail/Fax Software &Hardware
Sales
Security &User-friendliness
& More
Support Services& Training
General Ledger& Taxes
ReportsEnhanced
Selling &Shipping/Acknow.
Overview
cms2EM Email/AutoArchive/PDF Enhanced Reports
cms2EM Email/AutoArchive/PDF Enhanced Reports
• Pending