Version 5 Has Arrived!
Contents
1. go Sumrn Jack Apollo Camp Jack Apollo go Sumn Jack Apollo 60 00 E2 110 00 E2 TEMPLATE 120 00 EZ EZ Reports Increased Default Screen Size The default screen size for EZ CAMP2 has now increased to 800x600 pixels which is an increase of 20 So put away your bifocals and enjoy your easier to read screens Enhancement Highlights numbers for complete details Reports New Output Options for Reports All reports in the system including Wizard and Report Designer reports can now be printed or saved as PDF and HTML files These new formats allow you to easily send reports to your board of directors parents or other designated people electronically A new Export folder in your EZ CAMP2 Reports folder will be the default location for the PDF and HTML files page 95 PDF Format Ability to Export Reports to Excel With version 5 you can now export the Aging Report Deposit Report and additional Designer reports to Excel This adds to the existing A R Summary Ledger Period Analysis and all Wizard reports page 95 Improved Selection in AR Reports Yes you can now select on ledger transaction data amount category comment camper etc on all reports For instance you can run a Ledger report and select all transactions for Credit Card payments that are over a certain amount Other Ledger Fields in A R Reports Any transaction field e g Units2. Update Materials e CD ROM e New User Manual e Description of Enhancements see inside e Installation Instructions see back page This update is provided at no additional cost as one of the benefits of your annual Support Plan If you have any questions about this update please call SofterWare support at 215 628 0401 You can also e mail support softerware com if WOE nvar G W amA N i EZ CAMP2 is better than ever Many of these dramatic improvements are the result of suggestions from you our users and we thank you and welcome further feedback regarding version 5 or any features and enhancements you would propose We believe this update will help you use your system better and demonstrates our commitment to provide the best possible software and support to meet your evolving needs This newsletter highlights the many great enhancements that version 5 gives you including the corresponding page number from the new manual so you can find more information One enhancement that we re really excited about is the new ability to add formulas to allow a field s value to be calculated Formulas A new field type called Formula is now available in the Cabinet Wizard This field type allows you to calculate a computed value based on other fields constants conditionals or any fields or values allowed in a FoxPro expression we ve added an Appendix to the manual to highlight some useful FoxPro expre
3. computer and that no one else is running EZ CAMP2 EA Insert the EZ CAMP2 Version 5 Update CD into the drive If it does not run automatically click on Start then Run and type d setup exe or replace d with the letter of your CD ROM drive if different Ed Click Update Programs then click Update EZ CAMP2 System EJRun through the installation process the default installation is to C EZCAMP2 If you are installing it someplace else change the folder location accordingly for example F EZCAMP2 for the network server Ea Remove the CD from the drive a Open EZ CAMP2 by double clicking on your EZ CAMP2 icon Let the program update the data and the system various messages display on your screen during the update This may take some time especially if you have several cabinets When completed the title bar should say EZ CAMP2 Version 5 If you have just installed this update to a network server follow the procedure below for all workstations licensed to run EZ CAMP2 from the server Licensed Workstation Install Once Version 5 is installed on your server you don t need to use the Update CD at each workstation When EZ CAMP2 is opened at each workstation the following prompt appears Version doesn t match would you like to up date NOTE You must be logged on as Adminis trator to perform the update If you are not click No log off and then log on as Administrator Otherwise click Yes I
4. wiew Keyboard Macros Show Messages EZ CAMP2 Web site M Family StafParent Last NgParent First NdBalance State Parent Pho Parent 1 wed v Active v Beinstein Laura 15 25NJ 201 732 4334 201 554 900 Active v Beppers Morris 685 55 NY 516 634 9735 718 344 768 Active v Bigsby Ninah 510 00 ON 416 568 6190 416 342 342 z Active v Borak Susan 51 00 NY 914 893 935 Active v Borak Eliana 96 90 PA 610 726 1857 215 345 765 Active v Brod Barbara 207 06 NJ 201 932 2190 201 343 942 Pictures Included in Backups and Restores The Pictures folder has now been moved to the Data folder in the location where your EZ CAMP2 system is stored It will now be backed up automatically every time you do a full backup of your system Alphabetized List of Office Administration Features Each chapter in the Office Administration Table of Contents is now alphabetized to make it easy to find the features you need continued on next page Page 3 Installation Instructions Make a Backup Very Important Run EZ CAMP2 Office Administration then open Chapter 2 Cabinet amp Drawers and select Backup a Cabinet Choose the option to backup ALL cabinets Installation for Single Users and Network Server To install this update on a single computer or on a network server using any workstation that accesses EZ CAMP2 from the server follow the steps below Ei Make sure no other programs are running on your
5. ance Total Charges Total Credits Total Payments Current Balance 0 00 7450 00 350 00 1000 00 6100 00 a Sample HTML Invoice pofterWare Page 2 Refer to your User Manual page Templates Post Templates to a Selection You can now post sessions page 53 ledger transactions page 177 or group templates page 184 to many records at once either those that match a selection you create or to all your records For example you can post a template containing multiple charges to campers that are registered for a specific session This can really save time for transactions or sessions that are not determined when you originally enter the registration ma Library of Saved Ledger Templates 3 x Ledger Template Hame Adventure 1 Fee Adventure 1 Fee Early Bird _ Adventure 2 Fee _ Adventure 2 Fee Early Bird Explorer 1 Fee _ Explorer 1 Fee Early Bird Show Ledger Template Family Drawer Camp Echo Pines C Template Groups ApelyFost Template to C Current Record All or Selected Records Posting Critetia Selection Campers from Phila area Preview Pre Post Print Pre Post Remove Template is now also tracked as a transaction entry source on the Ledger or Sessions tabs This allows you to see which ledger or session transactions were posted via a template YTD Payments 100 00 dger EZ EFT Print Invoice Cash Receipts Unit Amount Balance Initiq Entry Program a ment Camper
6. e mail or as a PDF attached to the e mail You can choose the e mail address you want to use for the message and define the subject and the text for the e mail You also have the option to save a copy of every invoice you send See the Invoices Report for more information on how to use this feature page 133 He E mail Invoices Test Cabinet Emal Flelds Family Ledgers Family Email Address Other Ledgers Other Ledger Email Address y Save a copy of each invoice e mailed to this folder FAEZCAMP2 Invoices Emal Subject January Invoice Additional e mail message text Please find your January invoice attached to this email and make your payment within 7 days s Cancel E mail Invoice options box invoice ojx Fie Edt View ireen Foret Tods Metesge Hdp mate Steet firvaice My CAMP ECHO PINES Route 137N Cedar Lake WI 55123 713 257 1629 Summer 827 333 2267 Judith Apollo 21 Richbell Rd Whit d lune 7 2003 PREVIOUS BALANCE 0 00 Credits amp Date Category Camper Description Charges Payments Balance 1 17 2003 First Session Tuition Jack Apollo 3500 00 3500 00 1717 2003 First Session Tuition Alex Apollo 3500 00 7000 00 417 2003 Sibling Discount Alex Apollo 350 00 6650 00 1 17 2003 Horseback Riding Alex Apollo 300 00 6950 00 1417 2003 Transportation 150 00 7100 00 1 17 2003 Payment Deposit 1000 00 6100 00 Current Totals 7450 1035 00 6100 00 Previous Bal
7. etc can be added to any A R Report such as Invoices using the Report Designer Rearranged Report Library Buttons The buttons have been rearranged so that the Done button is on the right side where it is located on most other screens Now there s no chance of accidentally deleting a report Save As Save Print Preview Done Accounts Receivable Increased Payment Amounts EZ CAMP2 can now accept payment amounts up to 999 999 999 99 Addition of YTD Payment Field mmmn Peles to Ledger Tab This field on Campers apoio JackEan the ledger tab shows a total Camper of payments a family has Sessions 4 3 Balance 120 00 paid in a year This field can be useful for parents who EZ EFT Print Invoice Cash Receipts want a year end statement iper_ Unit Amount Balance Initiq Entry Program 4 of payments which may be olof 0 00 10 00 60 00 E2 LEDGER deductable on their income apollo 0 00 50 00 110 00 EZ TEMPLATE Apollo 0 00 10 00 120 00 EZ TEMPLATE taxes 0 00 0 00 EZ LEDGER Unique IDs for Deposit Numbers Each deposit number for cash receipt batches is now unique across cabinets reducing the possibility of errors and making bank reconciliation much easier Product Registration Ability to Register EZ CAMP2 and Modules via the Web You can now handle your EZ CAMP2 product registrations on o
8. f the users are logged on as Administrator they should proceed by clicking on the Yes button Otherwise you will need to log on to the workstation as Administrator When you click the Yes button the application will launch the workstation update from the server Follow the instructions to complete the update on the workstations If you have any questions about this update please call SofterWare support at 215 628 0401 You can also e mail support softerware com Page 4 Don t forget about Version 4 Improvements Our recent survey made us aware that some clients don t know about or are not using valuable enhancements made in Version 4 Highlighted below are a few that you may have overlooked with Version 5 manual page number for further reading E mail link to Outlook or Outlook Express If you are using Outlook for e mail you can now simply press CTRL ENTER when on an e mail field to send e mail to a camper or family See also Insta Merge enhancement for sending personalized merge e mails page 49 Insta Merge Family or Multi Session Letters This provides a simple way to include information about multiple children or multiple sessions in a single merge letter page 213 Birth Date 08 Horseback Yes Ropes Course No 5 1994 Grade in Fall 4 by American Airlines 4 dl AAS This letter to the Berlly 5 shows information for both their children EZ Finder This great
9. new toolbar item makes finding records by any field quick and easy You can search feel on up to three fields at once and even browse through ine records that meet the search Note Right click on EZ Finder window to change search fields page 78 Record Numbers The system created ID Numbers for a child or family can now be shown on screen or included on reports and selections They re also available in EZ Viewer and EZ Finder to make it easy to select a record by its unique ID Number page 235 GET THE MOST FROM VERSION 5 NEW WEBINAR The best way to get up to speed with Version 5 is to attend our Version 5 Highlights Topics webinar Learn how to take full e Invoice E Mail advantage of the many useful new enhancements including formulas new reports templates e mail features and more e Saving Time with Templates e Improved Accounts Receivable Features e New Reports and Exports e Many Other Enhancements Version 5 Highlights For dates or to register visit www softerware com or call 888 220 8111
10. ssions for formulas and reports The field can be decimal numeric date or character Formula fields can be placed on screens used in EZ Viewer included in reports or merged into letters page 239 For example you might want to calculate the charge for additional services horseback riding crafts The formula for the Additional Fees field is the sum of the three other fields all of which include dollar amounts for each activity The Additional Fees field would be read only on the Camper tab Additional Fees Field Type DecimalNumeric v Length 5 Formula Field Name Arts amp Crafts Insert Field JEA Formula Fees Horseback Archery Arts amp Crafts Horseback Riding Fees 100 00 Archery Fees f 50 00 Arts amp Crafts Fees 50 00 Additional Fees 200 00 There are many other uses for formulas For example you can create a formula to combine Title and Parent1 LN Last Name into a single field called NAME to improve report legibility or to use on a mailing label You can also use a formula to calculate an employee s salary by multiplying the employee s wage by their hours There are many options with this great new feature start setting formulas up for your organization Done Z CAMP2 Version 3 New Invoice E Mail In addition to printing invoices you now have the option to e mail them as well You can send the invoice as either HTML which is included in the body of an
11. ur web site for new systems or additional components This gives you the flexibility of registering evenings weekends or any time that E E2 CAMP2 Module Registration x Your system date is 12729 2004 Your Six Digit Code is 773735 In order to activate EZ CAMP2 you must enter a valid Registration Key You can obtain this key in one of two ways Contact SofterWare at 215 628 0401 Click here to obtain the Registration Key from SofterWare s web site After you have obtained a valid Registration Key enter it below and then click the Register button suits you A link within Register New Modules will take you to the online registration page of our web site page 283 Other Helpful Features Access to EZ CAMP2 Web Site You now have the ability to access our client only web site from the EZ CAMP2 Help menu Just click the option called EZ CAMP2 Web site to access the most recent downloads newsletters and our document library page 14 Marking Grid Rows Using Shift Click In EZ Viewer you can now mark multiple records using Shift Click To do this click in the M column of the first row you want to select press and hold down the SHIFT key and then click the last row you want to select This is especially helpful for Global Change or Select a Merge page 74 Register Cancel Modules Help contents Search for Help on About E7 CAMP2 System Configuration
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