New Staff Files customers who want an easy way to enter their employee information can import their employees’ contact data directly from a text file, MYOB, Microsoft Small Business Accounting, and QuickBooks (Pro/Premier 2003 or Enterprise Solutions 2.0 or new versions). Both programs are PC-based and QuickBooks must be opened before Staff Files is opened, so Staff Files will recognize the QuickBooks file. Users will be able to import contact data, such as first and last name, phone numbers, email address, mailing address, employee ID, hire date, gender, social security number, birth date, and separation date.

In version 6.0 of Customer Appointment Manager we’ve added a new Refresh button to help synch customer and services information between our appointment scheduling software and QuickBooks (Pro/Premier 2003 or Enterprise Solutions 2.0 or new versions). The new Refresh button can be found on the Tool bar. Simply press the Refresh button when changes are made and it will update the services and customer contact information in both programs.

Ginger from Community & Home Supports, Inc. in Detroit, Michigan uses Visual Staff Scheduler Pro (VSS Pro) to schedule their employees. She feels it has made a huge difference in the way they make shift schedules. She had been using Microsoft Excel spreadsheets to create schedules. 

If you already use and love Customer Appointment Manager, but are interested in trying an online component, you should try the Take Appointments Online feature in Customer Appointment Manager Pro.