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New Features
• the new Media Manager
• how to e-mail and PDF estimates, invoices, change orders and more
• the new Contact Manager
• creating Proposals without creating job tickets
• the long-awaited Production Planner
• separate Calendars for personal, company, client, traffic, media, accounting, and cash
• the improved Daily Time Card
• the Asset Manager which helps creatives organize the job's digital elements
• the all-new look of the Job Ticket and much more.
Teach Your Staff What You Will Learn
Be at the top of your game. Take all your new knowledge back to your
shop and teach others how to use all the new features
5.0.3 has to offer. Everyone in your shop will ulitmately benefit from this workshop.
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WORKSHOP SCHEDULE
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Day One
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Setup Menu
• Users, Access & Passwords
• Staff
• Vendors
• Chart of Accounts
• Status Table
• Task Table
• Groups
• Job Type/Spec Sheets
• Order Templates
• Departments
• Utilities
• Preferences
Lookup Menu
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Production Menu
• Proposals
• Job Tickets
- Creative Brief
- Estimates
- Specs
- Change Orders
- Work Order
- Assets
- View>point
- Job Progress
- Work in Progress
- Job Snapshot
- Job Diary
- Graphs
- Schedule
- Traffic
- Timeline
- Digital Display
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8:30a - 4:30p
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Day Two
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Production Menu (con't)
• Purchase Orders
• Production Planner
• Rush Manager/Job Priority
• Daily Job Status Report
• Weekly Traffic Report
• Work To Do
Media Menu
• Media Calendar
• Media Briefs (Campaigns)
• Media Estimates
• Broadcast Media Plans
• Print Media Plans
• Insertion/Broadcast Orders
• Media Traffic
• Stations
• Publications
• Make Goods
• Media Billing Goals
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Accounting Menu
• Timesheets
• Import/Sync Time
• Accounts Payable
• Checkbook
• Expenses Reports
• Internal Charges
• Job Cost Transfers
• Billing/Accounts Receivable
• Client Payments
• General Ledger
My Menu
• My Clients
• My Jobs
• My Calendar
• My Daily Time Card
• My Expense Report
• My Weekly Task Planner
• My Custom Reports
• My Information Center
Snapshots Menu
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8:30a - 4:30p
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Use Your Own Database
You'll be learning about the new features Clients & Profits 5.0.3 has to offer using your very own database, giving you a
better understanding of how things work. You'll also learn where many of the familiar features are now located.
Schedules
Classes will be scheduled based on interest and registration. Note: All dates are tentative based on the number of registrants.
Workshops with less than six (6) paid registrants may be postponed or canceled. Confirm workshop prior to making travel reservations.
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Fee:
$375 per person (US) business check only
Includes:
• Continental breakfast
• 106-pg workbook
• Goody bag
What To Bring:
• Laptop - All registrants will be required to bring a laptop with a copy of their current database on a CD as well
as a converted 5.03 database copy installed on their desktop. There will be no time to convert at the workshop.
• Questions
• Learning attitude
• Jeans and sneakers
Accommodations:
The Grosvenor Resort
in the Walt Disney World Resort
1850 Hotel Plaza Boulevard
Lake Buena Vista, FL 32830
Reservations: 800.624.4109
Hotel Direct: 407.828.4444
Transportation:
From the Orlando International Airport you can get transportation by taxi, Mears Transportation, or car rental. You will not
need a rental car to get to/from any of Walt Disney World's many attractions. The workshop is held directly across the street
from Downtown Disney where you can get free bus transportation to any of Walt Disney World's many locations.
Note:
Registration form and payment in full must be received by the registration deadline date indicated for each workshop. No refunds
will be granted. To register call Sunset Consulting Services at 386.532.1224 or click the Registration Form link, print, and
mail to the address below along with payment in full. Limit 6 per class.
Note: There will be a 15-minute break each morning and afternoon with a 1.25-hour lunch time at a non-designated time in the
program.
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