Upgrade Installation Instructions
Welcome
Thank you for selecting a Capital Software application. Please read this entire installation instruction sheet to ensure a satisfactory installation.
Contact Information
If you experience any problems during the installation process, you should email your question to support@capsoft.ws. Email submissions will be answered in the order they are received.
Location of Installation
This program is to be installed on the computer that houses the old program. If you are working on a network environment then this needs to be done from the server. If you are working on a standalone computer, this installation needs to be done on that computer.
Standard Installation Process
1. Receive Download site or CD
2. Print installation instructions (pdf)
3. Install version
4. Upgrade from existing Capital Program(s).
Note – The new 32 bit application you are upgrading to must be completely installed.
Step by Step Install Instructions
1. Download or insert CD into computer.
Click START / RUN.
2. Type d:\setup.exe and push OK. Replace d with whatever your CD Rom drive letter is.
When the screen launches, click YES to continue Upgrade install.
When the Welcome screen appears, click NEXT.
2a. If the setup.exe is downloaded locate the setup.exe and double click it.
When the screen launches, click YES to continue Upgrade install.When the Welcome screen appears, click NEXT.
3. Click NEXT for the default directory (UPGRADE) and NEXT for the application name. Click INSTALL and wait for progress bar.
4. Double click on shortcut.
5. Choose the type of system you are upgrading from, 16 bit or 32.
6. Then choose the program you are upgrading. Then click NEXT.
7. Click the choose directory.
8. A windows browser will appear. Choose the capital program file folder. Click OK, the Click NEXT.
9. Click Upgrade.
It will say at the bottom Process Finished. Click the close (X) in the top right corner.
Congratulations, you have upgraded your software with your existing history from your old program.
Wednesday, February 3, 2010
Friday, January 29, 2010
How to chage the system defaults within CSI Applications
1. Click on System Setup and Edit System Default Controls
2. Type in the Organization Address press Tab
3. Type in the City, State, and Zip
4. At this point any of the other fields may also be filled out.
5. When all desired fields are filled in with your organizations information click Save and then close this window.
Note: If at any time it is noticed that the organizational information is incorrect on a report or bill format then the information is incorrect on this screen and should be updated. (This holds true unless the report is hard coded and the report does not pull from this table. If this is the case contact support for assistance.)
How to add fields to the quick searches within CSI Applications
If an additional field, other than those setup as the default in the quick search drop down are desired follow these steps:
1. Go to the server and log in as administrator, or if you are a standalone user, this can be done from that workstation.
2. Left click on your start button and click all programs.
3. Click on CSI Maintenance
4. Click the Configure Maintenance Icon.
5. Click the left arrow until you see util32 in the database and Property in the table.
6. Enter the search name that you want displayed in the software in the T# field (NO SPACES).
7. Enter the program field name that you want to add to the search in the E# field. These have to be the field names that are used in the background of the program. These are not what you see on your screen.
8. Once that is complete, run the maintenance and you should see your new search option.
Friday, January 22, 2010
How to contact Technical Support
User Responsibility
Prior to calling support the user must have completed the following tasks:
1. Run the maintenance program (Maintenance.exe).
2. Run the Manual Recalculation
60% of all support questions are solved or further advanced by running these two functions. That is why it is required that the user has run both programs prior to calling.
Steps to Calling Support
1. When the Capital automated system answers, select extension #1 for support and when prompted leave your name. Then either the technician will answer the line or you will be sent to voice mail. Please leave a message, the voice mail is converted into an audio file and attach it onto an email, which is sent directly to all support in boxes. When received the email will be placed into the online help desk.
2. When a support technician reads the event, you will be contacted immediately or notified by email if the event requires more testing prior to contacting you. Support questions are entered and answered in the order they are received.
3. When the technician calls please be prepared to possibly test multiple scenarios. In an effort to minimize call lengths and improve responsiveness to all users, technicians cannot wait on hold.
When the event is solved the user will receive a closing email.
4. Support may also be contacted via email at support@capitalsoftwareinc.com. Please leave the name of your organization, your name, phone number, extension and a detailed description of the issue. If you have received alerts or errors please either make a screen print of the alert and attach it to the email, or write it line for line in the email. This will allow us to research the issue before we call back.
Prior to calling support the user must have completed the following tasks:
1. Run the maintenance program (Maintenance.exe).
2. Run the Manual Recalculation
60% of all support questions are solved or further advanced by running these two functions. That is why it is required that the user has run both programs prior to calling.
Steps to Calling Support
1. When the Capital automated system answers, select extension #1 for support and when prompted leave your name. Then either the technician will answer the line or you will be sent to voice mail. Please leave a message, the voice mail is converted into an audio file and attach it onto an email, which is sent directly to all support in boxes. When received the email will be placed into the online help desk.
2. When a support technician reads the event, you will be contacted immediately or notified by email if the event requires more testing prior to contacting you. Support questions are entered and answered in the order they are received.
3. When the technician calls please be prepared to possibly test multiple scenarios. In an effort to minimize call lengths and improve responsiveness to all users, technicians cannot wait on hold.
When the event is solved the user will receive a closing email.
4. Support may also be contacted via email at support@capitalsoftwareinc.com. Please leave the name of your organization, your name, phone number, extension and a detailed description of the issue. If you have received alerts or errors please either make a screen print of the alert and attach it to the email, or write it line for line in the email. This will allow us to research the issue before we call back.
Thursday, January 21, 2010
How to Enter a New Support Ticket into the CSI Online Helpdesk
The first step in entering your support issue into our online help desk is to first go to our new website at http://www.capitalsoftwareinc.com/.
3. Select Online Help desk
Note: Your user name and password must be setup prior to entering the help desk. You may contact support at 888-553-9991 X-1.
2. Locate the Customer Support drop down along the left side of the screen.
3. Select Online Help desk
4. The Capital Software "TouchPoint" log in screen will appear. Enter your user name and password and click the log in button.
Note: Your user name and password must be setup prior to entering the help desk. You may contact support at 888-553-9991 X-1.
5. The TouchPoint online help desk entry screen will then appear. Using the drop down choose your name and then click the Add Ticket button at top left of the screen.
6. The main entry screen will appear.
7. In the Category drop down choose Support.
8. In the Topic drop down select the topic that best describes your issue. If there is non close to your issue choose "A General Question".
Note: The contact information will be filled in automatically.
9. In the Issue field enter a short description of the Issue. For example New Activation Key Needed.
10. In the detailed description field enter just that, a detailed description of your issue including any alerts or errors received. The more detailed the better.
11. When finished with the description of the issue scroll to the bottom of the screen and click the Save & Close button.
It is just that easy. You have entered a new support ticket into our help desk and an email will automatically be sent to support and to the users email.
Process a Credit into a Refund
Follow these steps to Process a Credit that exist in the credit field on the main screen into a refund.
1. Go to the account.
2. Right down the amount of credit you want to refund.
3. Click on the single payment button. If there are charge lines listed above, then right click on each of the lines to make sure that the checkmark is taken out of the process column for each line.
4. In the "Total Payment" field enter the credit amount you want to refund.
5. In the credit processing section enter in the field "Amount from Credit you want to use" enter the same amount as in previous step. In the drop down choose "Credit Only".
6. Click ok. Then choose gl accounts for credit and double click.
7. Then choose REFUND from the drop down.
8. Then choose refund gl accounts and double click.
9. Receipt will pop up with the account information including mailingaddress and amount to print the check.
1. Go to the account.
2. Right down the amount of credit you want to refund.
3. Click on the single payment button. If there are charge lines listed above, then right click on each of the lines to make sure that the checkmark is taken out of the process column for each line.
4. In the "Total Payment" field enter the credit amount you want to refund.
5. In the credit processing section enter in the field "Amount from Credit you want to use" enter the same amount as in previous step. In the drop down choose "Credit Only".
6. Click ok. Then choose gl accounts for credit and double click.
7. Then choose REFUND from the drop down.
8. Then choose refund gl accounts and double click.
9. Receipt will pop up with the account information including mailingaddress and amount to print the check.
Thursday, January 14, 2010
Picking a Backup Service
In today's IT world it is critical that you have a data backup plan in place. It is not realistic to assume a backup is in place and working or you can not ignore the need for a backup. We have had many users experience server crashes, lightning strikes, etc and those events will ruin your day if you do not have a backup ready to restore.
Some questions to ask your IT person:
1. Is a backup being made of our data?
2. How often is the backup performed and when?
3. What is being backed up? Is my Capital data included?
4. Is the backup to a drive connected to the computer? (like a portable hard drive that you switch out each day).
5. Is the backup to a website backup service(remote) (not a physical drive attached to pc)?
6. Do you have proof that a backup is being performed?
The good news is that backup services have become inexpensive. You can buy a "My Book" 1TB for @$100 or pay an online service like Carbonite.com @$55 / yr. Most devices come with software to automate the process so you can set it up once and let it do its backup automatically.
Some questions to ask your IT person:
1. Is a backup being made of our data?
2. How often is the backup performed and when?
3. What is being backed up? Is my Capital data included?
4. Is the backup to a drive connected to the computer? (like a portable hard drive that you switch out each day).
5. Is the backup to a website backup service(remote) (not a physical drive attached to pc)?
6. Do you have proof that a backup is being performed?
The good news is that backup services have become inexpensive. You can buy a "My Book" 1TB for @$100 or pay an online service like Carbonite.com @$55 / yr. Most devices come with software to automate the process so you can set it up once and let it do its backup automatically.
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