Knowledgebase
84D Tools Utilities
Downloads
46Error Messages
1Printing
3Labels
4Inquiries
15Multi-User
8Backup Procedure
2Scheduler
17E-mail
4Order Form Editor
4Locked file
12Orders
26Basic Set Up
3HASP Key
4Training & Workshops
10Credit Cards
17Tips
9SuccessWare is not Running
10Policies
29Macintosh
24Windows
14Financial
8Networking
11Syncing
There is a Today Variable.
Open the test for Today's date sample Order form format
Select the date fied
Choose Database Menu > Scripts > start script
On the left, Invoice header should be checked, click it
Insert the Text "InvoiceDate:=String(Cu...
Go to Applications>Utilities>Terminal
Prompt appears (User Name %) Enter the following after the
prompt:cd(space)(Find your SuccessWare folder in applications and drag
it into this location)(Press Return)
Prompt appears (User Name %) Enter :cd(space)..
P...
There is a bug in 6.3.1 that causes balance sheet items to be printed
in the wrong position. It will be fixed in 6.3.2, but we can fix it
in 6.3.1 for any clients who are having trouble by doing the
following:
1) Download
1) Download and unzip:
2) Shut down SuccessWare Server.
3) On the server, move the downloaded and unzipped files (SuccessWare
Server.4dc and SuccessWare Server.4DIndy) into the Suc...
Here’s how Mac single-user clients can upgrade manually.
1) Watch the “how to” video at:
https://youtu.be/Q7oJmvDCo2w
[https://youtu.be/Q7oJmvDCo2w]
2) Download:
http://www.successware.net/downloads/mac/7.1/SuccessWare_7.1_Single_U...
SUCCESSWARE 8.0.1 RELEASE NOTES RELEASED: NOVEMBER 26, 2019
SYSTEMS NO LONGER SUPPORTED
Systems prior to Windows 7 Service Pack 1 are no longer supported.
MacOS systems prior to version 10.12.6 are no longer supported.
KNOWN ISSUES
On MacOS, the sched...
8.0.x versions View Only Mode
To enter the view only mode for SuccessWare you need to hold down the
control key while launching SuccessWare. A dialog will appear to
"Open Normally" or "View Mode"
Selecting View mode will allow a user to view the inform...
TO PUT A FIELD ON YOUR ORDER FORM CONTAINING THE CURRENT DATE, YOU CAN
DO THE FOLLOWING:
This video will walk you through the steps:
https://www.youtube.com/watch?v=hn6J-9c18So
[https://www.youtube.com/watch?v=hn6J-9c18So]
Open your Order form wi...
AN ERROR OCCURRED DURING THE LOG FILE INTEGRATION, IT IS RECOMMENDED
TO RESTORE THE LAST BACKUP OF THIS DATABASE IN ORDER TO ATTEMPT THE
INTEGRATIONS OF THIS LOG FILE.
This message tells us there may be more than one log file on your
system and wires ar...
There is a bug in 6.3 that causes appointments to print improperly.
This will be fixed in 6.3.1, but we can fix it in 6.3 by doing the
following:
1) Download
.
2) Unzip the file. The...
If your automatic emails are not sending or if your invoices will not
send when you select Invoice from the Order windows, try the
following:
Go to Preferences and select studio. Check to make sure your studio
email address is correct her and is the sa...
Windows:
SuccessW/Database/Preferences/Backup
Mac:
App Package contents>Database> Preferences>Backup
In SuccessWare we use hierarchical lists which are using a color
setting in Windows 7.
You can change the color yourself in the Windows OS. There is an
oddity, the color is used for these areas are also used for the as the
background color for the ma...
If you are adding or modifying a date field within SuccessWare and it
begins to change automatically you will need to update your Date &
Time Preference within the computers System Preferences.
We have found that this can happen on the MAC OS when y...
If you are receiving error 10042 when you attempt to send an email
through SuccessWare check your From address.
The From address must be the same email address that you have in the
Email Preference settings.
If it is not, click the From drop down...
If you receive error 10113 when you attempt to send an email through
SuccessWare this is because your password needs to be updated.
If you recently changed the password for your email address, go into
the SuccessWare Preference window and select Email. ...
**You Must Type your email address and password, do not Copy/Paste
from another program**
MSN/Hotmail/Live
smtp.live.com
587
check both SSL and TLS
BluDomain
OUTGOING MAIL SERVER: smtp.yourbluedomainname.com
PORT: 587
DO NOT CHECK THE SSL OR TLS ...
EMV (Europay MasterCard Visa) is not a requirement, not a mandate, and
with photography being the lowest risk vertical, its really nothing
you or your clients have to do. EMV is designed for mostly high
traffic retail locations that are susceptible to acc...
A refund or reimbursement would be entered as a negative expense.
Go to the Add Expense window under the Financial menu.
If you received a physical check not a direct deposit, set the
account drop down menu to the blank space at the top. If the money ...
If you attempt to delete your Google account from the SuccessWare Sync
window and receive an error, follow the steps below.
You will need to log into the Google account thats not deleting, make
a new SuccessWare calendar, then go back to the SuccessWare...
We have seen this alert appear after a major power outage. If you are
running multi user and upon launch the client application states "Not
enough stack space" follow the steps below.
On the offending client machine:
Start up the client holding the sh...
If you rececently upgraded your version of SuccessWare and upon
launch receive a message that states "This database has not been
compiled for 64-bit processors" this may indicate a permissions issue
with the computers User.
By creating a new User on...
SMTP: Smtp.office365.com
SMTP Port: 587 Use SSL and SSL/TLS Explicit both checked
SMTP Server Requires Authentication Checked
Authentication Mode: Login
Account ID and Password Required.
If your From E-mail address differs from the email address you are
setting within SuccessWare you may have to set the email address
within Google.
On the From email address changing, Google automatically sets the
email address to the logged in account ...
MAC - Sierra and High Sierra -
https://sentinelcustomer.gemalto.com/DownloadNotice.aspx?dID=8589945156
PC - Win 10 -
https://sentinelcustomer.gemalto.com/DownloadNotice.aspx?dID=8589947119
If you receive a message stating hmCAL-14 on your client computer,
this usually means that it was trying to access an invalid or
non-existent file path.
Reinstalling and/or forcing the update of resources should fix this.
To Force the update of resource...
Below is a process that you can run to see if there may be a corrupt
Windows file on your system:
On the problem machine, please run command window with elevated
privileges.
Start>Type CMD>Press SHIFT+CTRL+ENTER (or right click on cmd and
select R...
When you get a chance please try the following and let me know if you
see your contact info.
1) Go into your Modify Order window.
Click send email, select send using SuccessWare.
2) Click the Open button.
Go to the Invoices category and delete b...
There is a bug in 6.3 that causes the Income & Expense Statement to
print improperly. It will be fixed in 6.3.1, but we can fix it in
6.3 for any one who are having trouble by doing the following:
1) Download
You recently contacted our support team with a SuccessWare issue,
however in order to better assist we need to know the following.
Providing the details below will enable us to resolve your issue
promptly.
_CONTACT INFORMATION: _
Your name
Studio Na...
Inquiry Set Up: https://www.youtube.com/watch?v=XIcO6GGVLac&t=1s
[https://www.youtube.com/watch?v=XIcO6GGVLac&t=1s]
Inquiry Reports: https://www.youtube.com/watch?v=9PEpfGFq9AY&t=3s
If you receive an error from Google while syncing that looks like the
following:
The HTTP server returned an error: HTTP/1.0 401 Token invalid -
Invalid token: Stateless token expired
Content-Type: text/html; charset=utf-8
Date: Fri, 06 Nov 2015 15:03:2...
In order for us to unlock the file, you need:
1. Your current data file - SuccessWare.4dd
2. The exact version of SuccessWare you are running.
3. Supported clients who have a locked file will be unlocked free of
charge. If you are supported, and are ...
Alltel Mobile
message.alltel.com
ATT Mobile Carrier
txt.att.net
Boost Mobile Mobile Carrier
myboostmobile.com
Nextel Mobile Carrier
messaging.nextel.com
Sprint Mobile Carrier
messaging.sprintpcs.com
TMobile Mobile Carrier
tmomail.net
US Cellular Mob...
The link below is a movie to assit you in removing duplcate
appointments that may be in the system:
http://youtu.be/0_30q7ct4tw?hd=1
1) Make sure SuccessWare is completely shut down on the current
computer.
Navigate to the Applications folder and copy the Entire SuccessWare
folder onto some kind of external drive.
2) Place the whole SuccessWare folder into the Applications folder ...
1) Make sure SuccessWare is completely shut down on the current
computer.
Navigate to the C-Drive and copy the Entire SuccessW folder onto some
kind of external drive.
2) Place the whole SuccessWare folder directly onto the C-Drive on the
New computer....
While we are working on the resolution to the Google Calendar changes,
we have come up with 2 options to assist your connectivity.
Export option:
We do have an export option to iCal or ICS file that can be used with
iCal, Outlook, etc.
This file allows ...
On November 17th, Google changed the interface and broke the
communication it was using for software like ours. We have been
working night and day to incorporate the new interface. We sent out a
notice as well as a work around until we have the new interf...
What we recommend is add this like a normal order.
1. Set the Status to Estimate
2. Set a Deadline Date
Doing this will show up in the dashboard and you can follow up. If
there is a deadline and they bypass, you can delete the order.
If they hire ...
This script can be placed on the ordered Items amount field to
calculate the correct price after a item discount is taken.
1. Double click on the Ordered Item amount field
2. Set the type to Variable
3. Select Script from the menu
Enter the follo...
There is a bug in 6.3.1 that causes long dates on the Order Worksheet
to be cut off. It will be fixed in 6.3.2, but we can fix it in 6.3.1
if you are having trouble by doing the following:
1) Download
E-MAIL SETTINGS FOR 1 AND 1
Choose Preferences located under the SuccessWare Menu on a Mac or
File Menu on a Windows.
Choose E-MAIL
OUTGOING MAIL SERVER: smtp.1and1.com
CHECK the SMTP requires Authentication check box
AUTHENTICATION: Most Secure...
E-MAIL SETTINGS FOR BLUEHOST
Choose Preferences located under the SuccessWare Menu on a Mac or
File Menu on a Windows.
Choose E-MAIL
OUTGOING MAIL SERVER: mail.yourdomain.com
CHECK the SMTP requires Authentication check box
AUTHENTICATION: Login
U...
E-MAIL SETTINGS FOR SBCGLOBAL
Choose Preferences located under the SuccessWare Menu on a Mac or File
Menu on a Windows.
CHOOSE E-mail
OUTGOING MAIL SERVER: smtp.sbcglobal.net
CHECK the SMTP requires Authentication check box
AUTHENTICATION: Plain
USE...
Credit Card Processing with PayJunction:
Did you know that SuccessWare can perform all of your credit card
processing securely over the Internet?
Did you know that the payment plan feature in SuccessWare can
automatically collect scheduled payments via c...
Entering a PPP loan
1. Create a New Credit account for PPP
2. Do not put in any loan or balance, leave the add Account window
blank with just an account name
3. Go to Modify Accounts
4. On the PPP Loan Account Click the New button choose Loan
5. Enter th...
There is a bug in 6.3 that causes client names to print as blank when
printing a list of sessions (Session > List Sessions > Print
Sessions). It will be fixed in 6.3.1, but we can fix it in 6.3 for
any one who are having trouble by doing the following:
...
There is a bug in 6.3.1 that causes order totals and notes to be
printed in the wrong position when printing a session with multiple
orders (Session > Modify Session > Print Sessions). It will be fixed
in 6.3.2, but we can fix it in 6.3.1 for any clients...
Product Line: Weddings
Product Line: Location Portraits
Categories: Families, Couples, Children, Executives, Individuals,
etc.
Product Line: Studio Portraits
Categories: Families, Couples, Children, Executives, Individuals,
etc.
Product Line: Seniors...
If you need to restore your backup file and integrate the backup log
file please follow the steps below.
* Open SuccessWare holding down the Option/Alt Key
* Choose "Open the Maintenance and Security Center" (Last option on
the list)
* Click Conti...
Prior to running a repair, please make a backup copy of your
SuccessWare.4dd file.
The data file is in the main SuccessWare folder on the server. Simply
copy the SuccessWare.4dd file to an external drive of some kind.
Directions to run a check and rep...
Quit out of SuccessWare before you upload your data file.
We have an account set up with Hightail.com for sending large files.
Go to the Hightail web site: https://www.hightail.com/
User Name: support@successware.net
Password: Success2016
Once you ...
Google made yet another change. We have already addressed it for the
upcoming release, however, in the meantime before the release is out,
if you wish to set up the account, we would have to do it for you.
You can send in your data file, we would need th...
HOW TO SET UP YOUR IPHONE FOR SYNCING WITH GOOGLE
The links below provides information on setting up your Iphone with
Google.
http://support.google.com/mail/bin/answer.py?hl=en&answer=138740
http://support.google.com/a/users/bin/answer.py?hl=e...
Setting Up Payroll
------------------
At this time, Success Tracking does not include separate payroll
functions. However, you can issue employee paychecks and pay Federal
and state payroll obligations quickly and easily through Success
Tracking. To setup...
Text messaging your clients is possible!
Below are the directions to set up Text Message Reminders.
You can also add them to appointments to be sent out to them as auto
e-mails.
This is a process that I believe would work very well.
1. Create the ...
Mac:
HTTP://WWW.SUCCESSWARE.NET/DOWNLOADS/MAC//
EXAMPLE: HTTP://WWW.SUCCESSWARE.NET/DOWNLOADS/MAC/6.3.12/
Windows:
HTTP://WWW.SUCCESSWARE.NET/DOWNLOADS/WINDOWS//
EXAMPLE: HTTP://WWW.SUCCESSWARE.NET/DOWNLOADS/WINDOWS/6.3.12/
This support article is meant for users who are receiving the
following error when syncing a Google account with SuccessWare:
COULD NOT GET THE APPOINTMENTS FOR A GOOGLE CALENDAR. THE REQUESTED
RESOURCE IS NO LONGER AVAILABLE AT THE SERVER AND NO FO...
There is a known issue effecting the Sync on Mavericks operating
systems, we are aware of the problem and working on a fix. In the mean
time, if SuccessWare shuts down when you click Review Now or Remind
Later on an event Sync window, relaunch and close t...
Some clients have reported a 403 eror when exporting directly to Ical,
and Icloud produces a 403 error.
For clients using Android or other devices, this method will work for
you as well.
We have found a resolve to get around the 403 error.
Start by del...
If one or more of your SuccessWare Google accounts were syncing fine
and now seem to have stopped syncing, try doing a manual sync:
1) Choose File > Syncing.
2) Select an account that is not syncing from the list.
3) Click Sync Now and answer an...
PLEASE FIND THE LINK BELOW FOR HAND HELD DEVICES:
HTTP://SUPPORT.GOOGLE.COM/CALENDAR/BIN/TOPIC.PY?HL=EN&TOPIC=13950&PARENT=1665163&CTX=TOPIC
Text messaging your clients is possible!
You can also add them to appointments to be sent out to them as auto
e-mails.
This is a process that I believe would work very well.
1. Create the client as a Relation so on the Relation Tab of the
client, y...
If you are asked to track events on your Scheduler as a result of
Sync issues you can use the attached PDF to keep track of all
activity.
Here are a few things to check:
1) Make sure credit card processing is set up in SuccessWare by
choosing File > Security from the menubar and clicking the Credit
Cards tab in the window that appears. You must have an active merchant
account. Internet-...
Here are a few things to check:
1) Make sure credit card processing is set up in SuccessWare by
choosing File > Security from the menubar and clicking the Credit
Cards tab in the window that appears. You must have an active merchant
account. Internet-...
Please use the following link to update your credit card information
on line.
http://www.successware.net/pricing/updateLeaseCreditCard.shtml
If you have any questions or if you would prefer to have us take your
information on the phone, please call us...
To upgrade you can download an Application file from the link below.
The page has several options, you want the Upgrade, NOT the new
install.
There is also a short how to video link.
All you need to do is quit out of SuccessWare, download the
Application ...
Version 8.0 Read only option has changed.
You can start up holding the Ctrl key and you will launch in View
Mode.
Use Option Key, Command Key, Shift key and press "H".
That will hide the dialog and allow access to the login window.
JG 6/17
If your Scheduler or other windows look strange, Icons look out of
form you need to check your monitors scale.
Below are steps to change the Scaling in your monitor settings. Please
let us know if this makes any difference.
1) Quit out of all programs....
If your resolution is set to the System Requirements, yet you still
receive a resolution error check on your Text Settings.
Quit out of SuccessWare.
Go to your Desktop, right-click your mouse and go to DISPLAY SETTINGS.
At the bottom of this window,...
1) Go to SuccessWare Server > File > Database Settings >
Client-server.
2) Set the Client-Server Connections Timeout to a longer value (like
5 minutes).
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