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)
...
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 ...
BACKUP ERROR 1409 - Troubleshooting
PLATFORM: Macintosh & Windows
SUMMARY
Error code 1409 happens during the backup process. It generally
occurs from a read error on the specific files that are being backed
up. In additon it can happen in the "wr...
Clean Up Expenses
1. Make Bill paying easier
To make your bill paying quick you can use Recurring Expenses.
Recurring expenses can be added as you pay bills by entering the Expense information in the Add expenses window and then you can use the ...
Cleaning up Lists
To remove unwanted items in your SuccessWare lists
Select the Update List item under the File menu. Select the list item on the left and make any changes to the contents of the list by adding or removing items from that list on the...
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...
Finding People:
SuccessWare contains many fields that allow you to find or specify clients and prospects by their names quickly and easily. You can use these fields on Modify windows, Clients, Prospect, Orders, Sessions, Vendors, etc. These fields hav...
How to Use the Schedular More Effectively
Adding an event or session to your schedule can be simplified by simply selecting the time on the schedular. Â Click and drag the time block on the schedule itself and an add an event window will appear.
The...
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...
If you receive an error when opening SuccessWare "The LOG file can not
be found" or "The LOG file does not correspond to the data file"
Follow the instructions below:
The log file records all data transactions as they occur starting
from the time of the...
Using the Payjunction interface with SuccessWare for credit card processing
Make certain you are running the latest version of SuccessWare.
Make certain you have set up your account with Payjunction, and have your username and password available fr...
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...
Recurring Expenses Makes Entering Bills Easier
To make paying bills faster, simply add them as a recurring expense. These can be added two ways. First, the Add Recurring Expense window is under the Financial menu or Second as you are paying bills.
...
If you have a window in SuccessWare that is displaying on the screen as a sliver, hold down shift key while opening that window. Holding down the shift key will restore it to its original window size (bypassing and resetting the favorite layout settings)....
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...
TIME AND DATE SHORTCUTS
DATE FIELDS:
There is no need to enter slashes when entering a date. Spaces work
the same as a slash and sometimes easier to get to on the keyboard.
SuccessWare has an auto formating capability that will automatically
fil...
WHAT YOUR ACCOUNTANT WILL NEED TO PROCESS YOUR TAX RETURN
It is our goal at SuccessWare to provide our clients with the most
current and complete information to help them work with their
accountants. We spoke whith Scott Kurkian PPA's Chief Financial
Of...
