 |  |
Colm Piercy wrote:
Re: getting started
From: Shawn Hogan
Date: Sunday, March 28, 1999
Time: 6:47:32 pm
>After reading this list for some months, and being impressed with the
>product and Shawns responsiveness to customer requests and so on, we are
>about to adopt Optigold as our billing software. For info, we are solely a
>web hosting business ..... no dialup accounts.
>
>Any tips as to steps we should take to make the process as simple and
>reliable as possible ?
>How do we go about reliably incorporating existing clients with outstanding
>accounts ?
Well, if you haven't done so yet, play with the trial version to get
yourself familiar with it. Much easier that way. Uhm... old customers
can be imported using the Import Customers function in maintenance. The
default import order can be found in Appendix A of the manual, and the
default order can be changed if the employee doing is it tagged as a
"Power User" (go to Edit Employees).
Hmmmm... sort of quick answers, but I'm on a roll (down to about 700
emails left out of 1,700). hehehe
>Any other suggestions ?
We are always here, so if you run into anything... {shrug}
- Shawn
-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647
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