Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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Martinez, California

1330 Arnold Drive, Suite 148
Martinez, CA, 94553
Tel 866.677.6290
Fax 973.556.1539

‘Events’ Category

MAS 90/200 User Group Meeting — December 7, 2011

Wednesday, November 9th, 2011

Clients First is pleased to invite you to our Pleasant Hill location on Wednesday, December 7th at 9:00am for our complimentary MAS 90/200 User Group Event. The meeting will be from 9:00am till 2:00pm and will include refreshments, lunch, and a raffle for a $50 Amazon Gift Card.

We are very fortunate to welcome back Debbie Hill, one of Sage’s top Sales Engineers. She will cover all the new and exciting tools that are available for your MAS solution. 

Don’t miss out on this chance to network with fellow MAS users. We look forward to seeing you on December 7th!

Preview of MAS 90/200 Version 4.5

In a live demonstration, Debbie will be presenting exciting information about the new 4.5 version of MAS 90/200. New features to be demonstrated include: enhancements to Payroll, Sales Order, Purchase Order, Accounts Receivable, and many more exciting changes.  

Business Insight Tools

Learn about the latest in Business Intelligence tools that can help you identify, extract, and analyze your MAS data. BI technologies provides historical, current, and predictive views of business operations; allowing you to analyze your data in ways you never have before. 

Sage CRM

Join us as we discuss Sage CRM – the full-featured, web-based solution that is easy to use and quick to deploy. Thousands of customers use Sage CRM to promote their sales, marketing, and customer service teams toward more profitable relationships. 

What’s all this talk about the “Cloud”?

It seems today you can’t go anywhere without someone talking about the Cloud and how the Cloud is used for business needs. Join our discussion on Cloud computing and decide if you should be taking advantage of this exciting tool.

Where: 399 Taylor Blvd., Suite 106, Pleasant Hill, CA 94523

 When: Wednesday, December 7, 2011 from 9:00am till 2:00pm

 Please arrive 15 minutes early to sign in as we will start promptly at 9:00am

 RSVP: Please call us at
1-888-222-8827 to sign up today!

Knowledgesync Webinar

Thursday, September 1st, 2011

What if there was a software tool that worked with your MAS solution that could truly make your job easier, save time, and save money.  Would you take just 30 minutes out of your day to see what it’s all about?

The tool is Sage Knowledgesync and here are a few things it does…

  • Be alerted to issues right away; not hours, days, or weeks later, when it is already too late
  • Identify trends or problems across your entire enterprise
  • Be alerted to changes in critical information, such as pricing or credit terms, before it starts costing you money
  • Free up expensive personnel time currently required to run, deliver, and analyze reports

About our presenter, Debbie Hill

Debbie Hill is an accomplished Software Professional with over 8 years of support and pre-sales consulting expertise.  Ms. Hill’s expertise spans the ERP marketplace within a software channel with a specific focus on Accounting, Distribution, Customer Relationship Management (CRM), and Business Intelligence.  She has mastered the ability to leverage her experience and transform that knowledge into solving business process challenges faced by many of the businesses and organizations she is called upon to assist.

Please join us for this complimentary presentation of Knowledgesync.

When:  Tuesday, September 13th at 10:00am PST

Where:  Call in and watch on the web

Register by emailing ldekat@clientsfirst-us.com for login information or by calling us at 888-222-8827

Sage MAS90/200 Solution Conference June 22, 2011 9am – 1pm

Thursday, June 16th, 2011

What: Complimentary Sage Solution Conference

Featuring discussions of:

  • Key benefits of MAS v4.5 and future releases of v5.0 and v5.1
  • What’s new with MAS Online (off premise “cloud” offering)
  • How to monitor your business conditions and execute intelligence workflow
  • How to more efficiently receive payments from your customers
  • Who needs Sage Fixed Assets?
  • Update on Sage Business Intelligence Reporting Tree

Guest Speakers:

Debbie Hill – Sage Solution Consultant

Tricia Cate – VineyardSoft Business Channel Manager

Gregory Earle – Sage Payment Solutions Consultant 

 Where:         Clients First Business Solutions
                    399 Taylor Blvd., Suite 106
                    Pleasant Hill, CA 94523

When:  Wednesday, June 22nd from 9:00am – 1:00pm

Please arrive 15 minutes early to sign in as we will start promptly at 9:00am

Refreshments and lunch will be provided

RSVP:  Call 1-888-222-8827 today to reserve your place

Do not delay in registering! The first 20 companies to register and attend the conference will receive a free system audit (up to 3 hours-details will be provided at the conference).

MAS90/200 User Group Meeting June 22, 2011

Friday, May 27th, 2011

Clients First Business Solutions is pleased to announce our next complimentary MAS90/200 User Group Meeting.  The event will be held from 9am to 1pm on Wednesday, June 22nd at our Pleasant Hill, CA office and will include refreshments and lunch.  The event is limited to the first 30 people to RSVP so please contact us today to reserve your spot by calling 1-888-222-8827.

The topics will include:

MAS90/200 Version 4.5 Pre-Release

  • Many new enhancements
  • Improved functionality
  • FREE CRM license with upgrade
  • And so much more!

Learn all about it in this MUST SEE presentation by Debbie Hill, top Presales Consultant from Sage

Sage Knowledgesync Module 

  • THE Business Activities Monitoring (BAM) Solution
  • Cut costs and save time right out of the box

Do not miss Tricia Cate of Knowledgesync presenting this very powerful tool.

Credit Card Processing

  • Payment Card Industry (PCI) Compliant
  • No Equipment purchase required
  • Low processing rates
  • This module is free with payment of annual maintenance!

All of us are using the web more and more to process transactions.  This cost effective tool gets it done!  Presented by Gregory Earle of Sage Payment Solutions.

Don’t miss out on this information packed User Group Meeting. 
There is no charge for this event and we’ll even feed you!

  Where:  Clients First Business Solutions
399 Taylor Blvd., Suite 106
Pleasant Hill, CA 94523

When:  Wednesday, June 22nd, 2011 9:00 am – 1:00 pm (refreshments and lunch included)

Please arrive 15 minutes early to sign in as we will start promptly at 9:00 am 

RSVP:  Call 1-888-222-8827 today to reserve your place and for links with more information.

MAS Friday Focus — Friday, February 11th, 2011

Tuesday, January 25th, 2011

Clients First Business Solutions is proud to present our new webinar series, “MAS Friday Focus”.  We will be conducting these complimentary webinars on the first or second Friday of each month at 10:00am.  These webinars are designed to provide you, the end user, with pertinent information related to your MAS solution.  We will cover a wide variety of topics ranging from MAS Products, to industry knowledge, to relevant current events with guest speakers, and more.  Anyone in your organization with a vested interest in your MAS solution is welcome and encouraged to attend.  The goal of this webinar series is to empower you to get the most from your investment with Clients First and Sage Software.

MAS90/200 Extended Enterprise Suite Online Portal

We will kick off our MAS Friday Focus webinars on Friday, February 11th, 2011 at 9:30am.  The event will last approximately one hour and is complimentary.  Topics to be presented in this session are:

  • An informative walk-through of the new Extended Enterprise Suite Portal
  • An in-depth presentation of the Extended Enterprise Suite solution provided by Debbie Hill, Sales Engineer, Sage Software
  • Questions and Answers

Please join us on Friday, February 11th, 2011 at 9:30am for the inaugural MAS Friday Focus.

Please join our online meeting:

 https://www1.gotomeeting.com/join/334418937

 Dial:  +1 (916) 339-0014

 Access Code:  334-418-937

 Audio PIN: Shown after joining the meeting

Meeting ID: 334-418-937

Clients First Brings the MAS 500 User Group to You!

Monday, December 6th, 2010

For the first time ever, we are broadcasting our MAS 500 Year End User Group meeting live via conference call.  We understand the challenge of getting away from the office for meetings and seminars. This specially designed feature is intended to bring our longer distance clients closer and allow all of our clients a new opportunity to participate.
In an effort to be as accessible as possible, we would like to invite you to join us via conference call next Thursday, December 9th from 9:00am to 11:30am.  You are, of course, welcome to attend in person and we look forward to having you.

Please RSVP to Lisa deKat ldekat@clientsfirst-us.com or Mary Walsh mwalsh@clientsfirst-us.com

You may also call us at 888-222-8827

Then on December 9th at 1:30 pm please:

Dial 215-383-1001
Access Code: 629-760-832

Thursday, December 9th from 1:30pm – 4:00pm

Clients First Brings the MAS 90/200 User Group to You!

Monday, December 6th, 2010

For the first time ever, we are broadcasting our MAS90/200 Year End User Group meeting live via conference call.  We understand the challenge of getting away from the office for meetings and seminars. This specially designed feature is intended to bring our longer distance clients closer and allow all of our clients a new opportunity to participate.
In an effort to be as accessible as possible, we would like to invite you to join us via conference call next Thursday, December 9th from 9:00am to 11:30am.  You are, of course, welcome to attend in person and we look forward to having you.

Please RSVP to Lisa deKat ldekat@clientsfirst-us.com or Mary Walsh mwalsh@clientsfirst-us.com

You may also call us at 888-222-8827

Then on December 9th at 9:00am please:

Dial 415-363-0070
Access Code: 827-904-689

Thursday, December 9th from 9:00am – 11:30am

MAS90/200 User Group Meeting December 9, 2010

Tuesday, November 23rd, 2010

Preparing for Year-End and More on SMI

Our annual Year-End User Group Meetings are always a hit as we cover tips and techniques for a smooth and effective year-end processing. Learn from seasoned MAS consultants, and fellow MAS users, the inside information on how to get through the year-end with ease. 

We will also go over SMI, the replacement for FRx.  There is a lot of new and valuable information coming your way. 

As always, our User Group meetings are complimentary and designed for you – the end user.  Bring your specific Year-End issues and a Clients First consultant with review them and help you get them resolved. 

Space at this event will fill quickly, so sign up today!

Please call us at 1-888-222-8827 to RSVP.  Ask for Lisa deKat at extension 11 or Mary Walsh at extension 319.  Or email us at Ldekat@clientsfirst-us.com or Mwalsh@clientsfirst-us.com.  We look forward to seeing you!

Where & When

Clients First Business Solutions
399 Taylor Blvd., Suite 106
Pleasant Hill, CA 94523

Thursday, December 9th at 9:00a.m. 

The Future of FRx

Friday, October 15th, 2010

Confused about the future of FRx?

Want to find out more about Sage MAS Intelligence (SMI)?

As a means of continuous improvement to the reporting technology and changes within Microsoft, we have some exciting news for you. Sage MAS Intelligence has been introduced into the MAS family as its standard financial reporting tool.  What does that mean for you?  It means that Sage will be replacing your existing FRx licenses with Sage MAS Intelligence (SMI).  Automatic Shipment of this software begins in October.

What is SMI and how will this impact reporting?

In the short term, you will have the ability to use both FRx and SMI. Your support for FRx will NOT change.

SMI is based on the familiar Microsoft Excel application. You will be able to create reports and analyze data as before but with some additional program capabilities.  Instead of access being limited to just General Ledger, you will have access to all modules and data.  You will be able to build your reports in Excel rather than creating the report in one program and then exporting to Excel.

Sage MAS Intelligence will be available for customers on MAS90/200 version 4.4, MAS500 version 7.3, and MAS90/200 Extended Enterprise Suite version 1.4.

Again… FRx support is not being abandoned.  Support will be available during the transition between FRx and SMI.

There is a great deal of information to be shared and questions to be answered.  We have asked Debbie Hill, a Solution Engineer at Sage, to assist us in presenting this information to you.  We will be hosting two webinars to review the changes and what they mean to you.  The first session will be a general overview of the Sage MAS Intelligence and how the licensing and support are going to be handled.  The second session will be a more in depth look at Sage MAS Intelligence.  We invite you to attend one or both of these sessions.

Sage MAS Intelligence and the retirement of FRx

     Tuesday, October 19th, 2010 at 9:00am

     Wednesday, October 20th, 2010 at 1:00pm

Sage MAS Intelligence – Make it work for you!

      Tuesday, November 2nd, 2010 at 1:00pm

     Wednesday, November 3rd, 2010 at 9:00am

Please call us at 1-888-222-8827 and ask for Lisa deKat at extension 111 or Mary Walsh at extension 319 to register for these webinars.  Or you can email us at Ldekat@clientsfirst-us.com or mwalsh@clientsfirst-us.com.

Look for more information on upcoming Sage MAS Intelligence Workshops in November – Please call to inquire.

We appreciate your business and want to make sure you utilize all the benefits of your product enhancements.  Please call or email us if you have any specific questions about Sage MAS Intelligence. 

Intro to Crystal Reports Class at Clients First October 27 and 28, 2010

Friday, September 10th, 2010

The next Crystal Reports Class is coming on the 27th and 28th of October at Clients First in Pleasant Hill, CA.

Subjects that will be covered include:

  • Understanding the Sage MAS90/200 data structure
  • Launching Crystal Reports – common settings
  • Creating your first Crystal Report – customer contact list
  • Understanding “joins” and “linking”
  • Creating more complex reporting with sub-reports
  • Using cross tab reports for quick analysis reports
  • Understanding how Crystal forms in Sage MAS90/200
  • Understanding worktables
  • How to modify Check forms
  • How to modify Sales Order and Invoice forms
  • Formatting fields and forms
  • Common tips, techniques, and troubleshooting

Bring a report with you to work on in class! 

For more information and registration help, contact Clients First Business Solutions, 888-222-8827 and ask for Mary Walsh at ext. 319 or email mwalsh@clientsfirst-us.com

Have a great day.