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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Pleasant Hill, California

399 Taylor Blvd., Suite 106
Pleasant Hill, CA
94523
Tel 888.222.8827
Fax 877.222.5458

‘News’ Category

Intro to Crystal Reports Class at Clients First Business Solutions Coming in Q4

Friday, September 10th, 2010

The next Crystal Reports Class is coming in Quarter 4 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, 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.

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

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.

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.

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…)

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…)

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.

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.

We Love Our Dogs in the California Practice

Tuesday, July 28th, 2009

We are very dog friendly and enjoy supporting local humane groups. Next week we will be participating in the Bay to Barkers, a 1 mile dog walk to support the Berkeley Humane Society. (more…)

Welcome to Clients First California News and Events!

Tuesday, November 18th, 2008

The Clients First California office now has its own News and Events section.

Keep your eyes on this space to get the latest updates from the California office.