Cttutorial

February 9th, 2002 This file contains information on Customer Tracker 2.x by Kevin VanStrien. If you have questions about this software not covered in this pdf file, please send me an email at kevin@kagi.com. Thanks for using Customer Tracker! About/History Customer Tracker originally began as “Work Tracker”, but never made it to release under that name. Work Tracker was originally planned to keep track of jobs done for customers and print work logs for them. However I quickly realized the convenience of having the same program also do invoices and more. Having started as a program for my own needs and never actually intended for release, version 1.x had some problems with things being to customized to the way I did things, and my particular setup. However, with 2.x, that has now changed. Just a few of the changes include Better print options, Job Timer, Credit/Debit system (instead of checking off paid entries, which didn’t allow partial payments from customers then), a slightly revised interface, and basically an overhaul of the inner working and file system. I hope you enjoy using Customer Tracker and as always I welcome your comments, and suggestions. You may also submit new feature suggestions from the Customer Tracker Web site at www.10end.com/customertracker Thanks again, Kevin VanStrien Thanks My thanks goes to all of those who downloaded the beta test versions and help finish and iron out the bugs in version 2.0! A special thanks to my brother, Greg VanStrien, for helping me do some debugging and beta testing on this program as I wrote it. This program was compiled for PowerPC, 68k machines, and a FAT version for both. If you have the wrong version, you may get the right one from www.10end.com/customertracker If you have a computer that Customer Tracker does not function on, please let me know by email with a description of the problem and I will see if I can correct it and send you a updated version. Using Customer Tracker I tried to design Customer Tracker to be a straight forward and easy to understand as possible. But just in case you get stuck, or are just the type that would rather read it ahead of time other then fumbling around through it, here we go... Preferences The first thing you’ll want to do is set up your preferences. Some preference are saved automatically, like your window size and placement, some dates, and printer settings. But there are also some you’ll want to set. Below is the preferences window which can be accessed through the EDIT menu: As you can see, you’ll want to put your information in so it prints correctly on your documents. You can also set the late fee that is charged, a discount that can be applied, the time an item is …