Pleasant Hill, California

Sunny Pleasant Hill is home to our California office where we staff experts in the areas of Food Processing, Manufacturing, Distribution and Professional Services. Offering a wide range of business software including Sage MAS 90/200, Sage MAS500, SAP Business One, SAP Business ByDesign and Microsoft Dynamics AX, the team at Clients First California is here to help streamline your business and get the most out of your financial management systems.

Overlooking the park, our office is located 35 short miles from all the sights and sounds of California's beautiful San Francisco City. We often find ourselves inspired by the bright sun and warm air of our state, and we believe it helps us serve you better. As a hard-working group of technology professionals who are not afraid to think outside the box, our approach to solving your business issues is simple - evaluate your needs and solve your problems quickly and cost effectively. It's not rocket science, it's just good business.

Latest Updates from Clients First California

MAS 500 User Group Meeting on Wednesday, July 21st, 2010

Tuesday, June 22nd, 2010

Please be our guest on Wednesday, July 21st for our complimentary MAS500 User Group Meeting. As day-to-day users of MAS, this meeting is for you. We will discuss Business Insights Dashboard Module and how this powerful tool helps increase your productivity with minimal effort. So please join us!

MAS Business Insights Dashboard

The Business Insights Dashboard module provides all the information you need in one convenient and powerful Web dashboard. Access to the popular Business Insights Explorer module is built into your MAS 500 application and it gives you the ability to perform ad-hoc inquiries using the powerful BIE Inquiries from a browser and so much more. Come see how this module can enhance your daily routine.

We will also review the MAS 500 Product Roadmap. Hear about scheduled Product Updates and future Enhancements.

As always, this meeting is about you and how you use MAS 500 – bring your questions and comments to share with other Users and our staff.

Space is limited. Please contact Mary Walsh today to reserve your space. Call 1-888-222-8827 and ask for extension 319 or email Mary at mwalsh@clientsfirst-us.com.

MAS500 User Group

Wednesday, July 21st
1:30pm – 4:00pm
Registration & refreshments at 1:15pm

Offices of Clients First Business Solutions

399 Taylor Blvd.
Suite 106
Pleasant Hill, CA
888-222-8827

Tags: About Us, Bay Area, ca, California, Clients First, MAS 500, Sage Software, User Group
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MAS 90/200 User Group Meeting on Wednesday, July 21st, 2010

Tuesday, June 22nd, 2010

Please be our guest on Wednesday, July 21st for our complimentary MAS90/200 User Group Meeting. As day-to-day users of MAS, this meeting is for you. We will discuss Business Insights Explorer (BIE) and how this powerful tool helps increase your productivity with minimal effort. So please join us!

MAS Business Insights Explorer (”BIE”) – User Friendly Reporting and Drill-Down at your Fingertips.

An unsung hero in MAS, BIE has been available since release 4.0, growing and improving with each new MAS release. But what is it and how do we make use of it in our daily business routines? How is this different from modifying Crystal forms or creating new Crystal reports?

We’ll take a look at some of the basic functionality in the BIE modules as well as a more detailed look into how to develop more complex reports with a minimum of effort.

We will also review the MAS90/200 Product Roadmap. Hear about scheduled Product Updates and future Enhancements.

As always, this meeting is about you and how you use MAS90/200 – bring your questions and comments to share with other Users and our staff. Let’s explore together!

Due to the limited number of workstations available for this specific User Group Meeting, space is limited. Please contact Mary Walsh today to reserve your space. Call 1-888-222-8827 and ask for extension 319 or email Mary at mwalsh@clientsfirst-us.com

MAS90/200 User Group Information

Wednesday, July 21st
9:00am – 11:30am
Registration & refreshments at 8:45am

Offices of Clients First Business Solutions

399 Taylor Blvd.
Suite 106
Pleasant Hill, CA
888-222-8827

Tags: Bay Area, ca, Clients First, Insights, MAS 90/200, Sage Software, User Group
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MAS 90/MAS 200 Newsletter Available Now

Monday, May 17th, 2010

The new MAS 90/200 newsletter is now available. This issue covers three major topics — all of which we are sure you will find useful. Topics covered include:

New Payment Card Industry (PCI) standards
Business Insights tips and tricks
Extended Enterprise Solutions news

You can view or download the newsletter here:

clientsfirst_p310_mas90

Tags: Bay Area, ca, California, Clients First, MAS 90/200, Sage Software
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Clients First Increases Knowledge at Sage Insights

Tuesday, April 27th, 2010

We will be attending Sage Insights next month In Denver, Colorado. Why do we think that you want to know this? It is the annual Sage event held for all of their partners like us. It is both a learning and networking experience that we know adds value to our practice and our clients.

Some of the benefits from attending are:

Finding out what is in the product roadmap – where are the products headed
Networking with other partners, vendors, and Sage staff and executives.
Attending learning sessions — over 400 sessions this year are scheduled
Joining in an open and candid Q&A session with key Sage executives
Attending the Sage Exceptional Customer Experience workshop where we explore how we can support our customers at a new level of excellence.

Attending Sage Insights is another in the many ways we at Clients First work hard to stay current in new technologies, on top of market trends and continue to be relevant and valuable to our clients.

By the way, next year’s Insights will be a first in that Sage customers as well as partners will attend. It will be held in Washington DC in July. We hope you can make it. Please let us know if you have any questions or comments.

Tags: About Us, Bay Area, ca, California, Insights, MAS 500, MAS 90/200, NJ, Sage Software
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MAS 90/200/500 User Group Topics

Wednesday, March 24th, 2010

As you are no doubt aware, we hold regular User Group Meetings in our Pleasant Hill Office. These are designed for our MAS 90/200 and MAS 500 clients — both newbies and old timers — to learn what’s new, learn tips and tricks and share their experiences with one another.

Attendees consistently give high marks for the experience and for the information they can take back to their organizations and put into practice.

We need your help, though. In the spirit of keeping the User Groups focused on YOUR needs, we ask that you take a minute to tell us what topics you would like to see in future meetings.

Is there a topic you need covered? Perhaps a process that you need a little help or guidance with? Let us know!

This is your chance to help craft the agendas for our meetings and make them even more relevant.

Please send your ideas to Mary Walsh mwalsh@clientsfirst-us.com, or call us at 888-222-8827.

Thanks and have a great day.

Tags: Bay Area, ca, California, Clients First, MAS 500, MAS 90/200, Sage Software, User Group
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Crystal Reports Class on May 19 and 20, 2010

Friday, March 19th, 2010

Our next Crsytal Reports class will be held in our Pleasant Hill office on May 19 and 20. We hope that you can make it.

You need to bring:

- Any samples of reports that you prepare either through accounting software or another source (paper, Excel, etc).

- Current Crystal Reports that need updating or modifications (fonts, spacing, graphics, etc.)

In this class, you will learn how to:

- Access Crystal Reports and log onto a server

- Access file layout information

- Navigate in Crystal Reports

- Plan and create a new report

- Create groups, insert totals, and sort information on the report

- Define selection criteria and create user prompts

- Use the various formatting options

- Add tables to a report and how to link those tables

- Define formulas and how to use them

- Insert a chart and how to print and export reports

- Use the Report Manager

- NEW! Adding and linking User Defined Fields (UDF’s) from Custom Office

You will walk away with:

- Hands on experience in creating basic reports from scratch and with a wizard

- Practical experience in modifying currently used reports

- Overall understanding of the basic constructs of a Crystal Report

- Sage Learning Center official Crystal Class Curriculum

Cost is $825 for the two-day class

Lunch is provided both days

Call 888-222-8827 and ask for Mary Walsh to reserve your space

Tags: Bay Area, ca, California, Crystal Reports, NJ, Reports, Sage Software, TX
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Sage MAS 500 Promotions for Existing Customers

Wednesday, January 27th, 2010

Sage MAS 500 customers can buy two modules and save 15%, or purchase three or more and save 25% .

Automation helps increase productivity and allows you to do more with fewer resources. Here is a sample of additional Sage MAS 500 modules that can help improve efficiency and reduce costs.

Warehouse Automation: Use wireless handheld to scan items and improve accuracy during picking, packing, shipping, and receiving. (more…)

Tags: Bay Area, ca, California, MAS 500, Promotions, Sage Software
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MAS 500 User Group Meeting on February 24th, 2010

Monday, January 11th, 2010

Please be our guest at our upcoming MAS 500 User Group Meeting. We will provide a brief preview of the newly released MAS500 version 7.3 as well as take a look at how MAS 500 tools can help you better control your inventory. Join in “round table” discussions with Clients First Business Solutions consultants Olivia Binter and Donald Clark, as well as other MAS500 users. This event will be held on Wednesday, February 24th, 2010 from 9:00 am to 12:00 pm in our Pleasant Hill office. As always, User Group Meetings are complimentary. We look forward to having you join us for this and our other upcoming events! (more…)

Tags: Bay Area, ca, California, Clients First, MAS 500, User Group
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Clients First Business Solutions Supports Good Causes

Friday, January 8th, 2010

Clients First Business Solutions — the California practice – and its employees believe in giving back to our community and helping those in need. Over the years we, as an organization, and our people show our support to a wide range of worthy causes. We support them through volunteering our time and through monetary contributions.

Here is a partial list of these charities and organizations.

Avon Walk for Breast Cancer

St. Anthony Foundation

Pediatric Cancer Research Foundation

Mission Solano

American Cancer Society

Goodwill Industries

Berkeley Humane Society

German Short-Hair Pointer Rescue, Austin, TX

ASPCA

German Wired-Hair Rescue of Northern California

National Pancreatic Cancer Foundation

Alzheimer’s Association

Meals on Wheels

Ursuline High School

St Rose Catholic School

St Rose Church

Catholic Charities

North Bay CYO Basketball

United Way of Santa Rosa

St Ignatius College Preparatory – San Francisco

Sonoma County Down Syndrome Association

National Brain Tumor Society

We are committed to having a positive impact on our community and to be good individual and corporate citizens year-round.

Tags: About Us, California, Charities, Clients First
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Updated MAS 90/200 Tax Tables Available

Friday, October 9th, 2009

The latest tax table updates for MAS 90/200 are now available. Please contact us at 888-222-8827 to learn how to get them and download them.

Have a great day and thanks for stopping by.

Tags: ca, California, MAS 90/200, Tax table
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