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View Full Version : Offline client management


Kulman
07-11-2002, 07:00 PM
Do you guys know any OFFLINE software that keeps track of customer info, paid period, plan, etc.

No cc integration, invoices, etc. is needed.

Yes, I know excel does all that ;)

StarGate
07-11-2002, 07:07 PM
Originally posted by Kulman
Do you guys know any OFFLINE software that keeps track of customer info, paid period, plan, etc.

No cc integration, invoices, etc. is needed.

Yes, I know excel does all that ;)

Yes Excel is a good choice. I made an Excel sheet and later an Access db. If you like I can send them to you :)


<<<GOD EDIT>>>

http://www.webhostingtalk.com/showthread.php?s=&threadid=60399

All here that asked for it can download my stuff in above thread :)

Kulman
07-11-2002, 07:13 PM
Please do. I would really appreciate it!!!

See my profile for e-mail.

ntwaddel
07-11-2002, 07:25 PM
quickbooks!

Synwave
07-11-2002, 07:28 PM
Hi ShareFile!

I would appreciate if you could send it to me also!


Cheers!

tazd9t9
07-11-2002, 07:32 PM
Sharefile, is there any chance you could also send it to me, pretty please :D tazd9t9@aol.com

Starhost
07-11-2002, 07:38 PM
If I'm not asking to much I also like a copy of the access DB and Excell sheet :D

Thanx in advance,

Magnet Eye
07-11-2002, 08:04 PM
Damn! I wanna check it out too! Though I have a copy of Quickbooks.

But already have Office installed, so may as well see it!

Maybe you should just up it somewhere for us all to download?

Thanks!!!!!

JSpired
07-11-2002, 08:12 PM
Please, please, please could I have a copy, too? ;)

iamdave
07-11-2002, 08:28 PM
QuickBooks would be my choice.

barrywien
07-12-2002, 08:46 PM
I would be interested in a copy too:D

EzSnake
07-12-2002, 09:07 PM
I'd be intrested in a copy !!! esrtech@comcast.net

I was about to purchase QB Accountant edition to the tune of $379 :eek: :bawling:
But that would take learning it and I kinda looked at a demo and was LOST!!!!!

Thnks in adv Share

edude
07-12-2002, 09:18 PM
QB accountant software is great, you take some courses on it aswell..

:agree:

I have a few friends who are pros on using this software.

Neo3Net
07-12-2002, 11:14 PM
We use access and have not yet intergrated it with an online database however it does look great. It could work like:

Ex. An order is placed and your computer is updated to show the order.

We are using offline managing and it works great. We set it up so it has a welcome screen and you can click to see Orders, Accounts, and other options..

Thanks

hilda
07-13-2002, 04:35 AM
I use Contact Browser (http://www.mooresoftware.com), here's a screenshot (http://www.mooresoftware.com/images/mainscn.gif).

It is a very easy to use PIM program with a great user interface and lots of nice features. In addition to the predefined fields, it has 20 custom fields for each record that I use to store billing info that makes it easy to cross-reference with Revecom, tech info such as server number, FP extensions, IP address, etc.

You can import and export data from delimited files with a very flexible wizard, has an excellent custom report feature, prints labels, has a very good search, you can have reminders associated with each record, and you can create multiple custom categories if you need to categorize your accounts.

I store the data on one of those keychain USB storage devices so I always have an updated verion of the database and then copy it on my laptop, home and office computers.

The best part is this software only costs $35! Highly recommended.

Kulman
07-13-2002, 11:43 AM
http://www.webhostingtalk.com/showthread.php?s=&threadid=60399

StarGate
07-13-2002, 11:49 AM
http://www.webhostingtalk.com/showthread.php?s=&threadid=60399

All here that asked for it can download my stuff in above thread :)

Lonny
07-14-2002, 05:10 PM
Try Microsoft Money 4 Business - works quite well..

viGeek
07-15-2002, 07:53 PM
You mean something like this.

barrywien
07-15-2002, 07:56 PM
Can this program be downloaded from somewhere vigor? If so can you supply us with a link.

:)

viGeek
07-15-2002, 08:16 PM
It is still under development, but it will be released as FreeWare. If anyone would like to give me any suggestions, email me at sites@freeplace.net.