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Knowledgebase : Basic Set Up
If you have deleted a client in SuccessWare, you will have to go to a backup to gain the information to restore it. Below are the steps to take to do so: Close SuccessWare and back up your data file. (backup to external media, cd/dvd or flash drive) ...
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...
Successware has the ability to download your web page contact information directly into SuccessWare. It will add the information entered by your prospective client as an inquiry and a prospect to SuccessWare from your web own site's contact page. To begin...
Successware has the ability to automatically backup your data. SuccessWare's backup utility is designed to help you safeguard your data in the case of a Hard Drive failure, accidental data deletions, etc. One of the most critical pieces of data is your ...
Here are the instructions for a Clean install To uninstall/reinstall Successware: 1. Create a back up of the entire Successware folder and any other data files ( You need to copy the entire SuccessWare folder, the Data-file is the most important.) Copy ...
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 contributing personal money into the business we need to properly record it. First you will need to create the Loan Account. Go to the Financial menu and select Add Account. In the Add window name the account, set the Accont Type to Credit...
ERROR: -120 BACKUP ON MACINTOSH: 1) Quit SuccessWare -  if it is running. 2) Control-click SuccessWare/SuccessWare Server application file in the Dock and click Show in Finder. 3) Control-click SuccessWare/SuccessWare Server application and choos...
To export a client/prospect list Go to people list clients search for the group you wish to export by using the search options. Select the export button on the top tool bar. Select the client list you want to export from the options offered. On the...
Gatherplace- Can not hear the instructor in The Web Confrence: 1) Log on to the gatherplace website www.gatherplace.net 2) Select Join a Session 3) Click the Support tab 4) Navigate to the Downloads area on the bottom right of the screen 5) C...
If you are working in Success Pricing, and want to Import your Costs, you must first prepare your spreadsheet. To clean up a list of Costs from your lab, open it in Excel or Numbers. The list must be set up in a text file format as follows: Succes...
Importing Clients Create a text file containing your client information. See the documentation for the software that currently contains your clients to determine how to export them to a text file. Each client record, including the last one, must end...
To be able to access the PDF file of the keyboard shortcuts please use the link below. http://www.successware.net/support/pc/guides/Tracking/Mac_Keyboard_Shortcuts.pdf
To view a PDF of the keyboard shortcuts for the Macintosh select the link below. http://www.successware.net/support/mac/guides/Tracking/Mac_Keyboard_Shortcuts.pdf
PORT 19813 The SuccessWare Multi-user version uses Port 19813 for communication between the server and the client machines. This port must be open for this communication to work properly. If you are having trouble connecting your client machines t...
If you are having problems sending E-Mails through SuccessWare you may need to contact your Email Host or Internet Service Provider to confirm your settings. When you call ask the following: 1) What is the SMTP Outgoing Mail Server Address 2) Wha...
To manage print credits so there is a true credit on the account here is what I suggest. When creating the order, select the package which includes the print credit from your product list and enter the amount of the package. Once all payments on th...
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...
Built into each list window is the ability to quickly narrow down and sort your data. Go to any list such as List Clients, List Sessions, Orders, etc. The Headers on List windows have Quick Click menus associated with them. Right mouse click or CTRL...
Reinstalling SuccessWare First, you should make a back up by copying your entire SuccessWare folder to an external drive or cloud storage. *If you are on a PC, you will need to run the Uninstaller for SuccessWare, this is done in the Control Panel. Th...
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...
Helpful Tips for Preferences SuccessWare has the ability to prevent users from accidentally deleting clients, deleting orders or adding values to lists that are not valid and much more. To avoid client deletion Select SuccessWare preferences fr...
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 ...
Please click on the following link to access SuccessWare Windows Downloads: http://successware.net/downloads/windows/index.html Always make a back up of your data file before you upgrade. You need to read and verify your system requirements to make ...
The datafile structure is the same for both Windows and Mac on any version of SuccessWare after 5.0 You can install download your entitled version of of SuccessWare and simply copy the data file to the new system and place it in the SuccessWare folder....
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
WINDOWS DATA EXECUTION PREVENTION SETUP 1) Left click Start. 2) Right click My Computer. 3) Left click Properties. 4) Left click on the Advanced tab. 5) Left click the Settings button in the Performance area. 6) Left click on the Data Exec...
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