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

Posts Tagged ‘Sage Software’

Sage MAS 90 MAS 200 Newsletter

Friday, December 2nd, 2011

This Issue’s Topics:

Payroll Enhancements

Sage ERP MAS 90 And 200 Version 4.5 Provides New Deduction Methods And More

Payroll can be time consuming and complicated with the ever-increasing intricacies of taxation and employment legislation. Sage ERP MAS 90 Version 4.5 contains workflow improvements and a significant number of features designed to help you handle the complexities of deductions and accruals more effectively. Read More

Sage ERP MAS Intelligence For Version 4.5

Sage ERP MAS Intelligence for Version 4.5 adds the ability to attach Reporting Trees to Report Designer layouts. The new trees will expand the options that companies can use for different reporting structures. A 90-day trial period is included for Report Designer so customers can experience the benefits of expanded importing and exporting capabilities, and creating scheduler commands. Read More

SQL Server Version Of Sage ERP MAS 200 Available For Upgrade

With the release of Sage ERP MAS 200 Version 4.5, customers have the option to migrate their software to a Microsoft SQL Server database, with all the security and performance characteristics of this platform. Read More

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 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.

SMI Connector Module Promotion and Refresher Webinar Friday, January 28th, 2011 at 9:30am

Tuesday, January 25th, 2011

Sage’s current promotion on the SMI Connector Module expires on January 31st, 2011.  The offer of 50% off the Connector Module is a savings of $1,000!  Sage will not be offering this promotion for the remainder of the year.  Those of you who participated in our SMI webinar events know the value of the Connector Module and its ability to pull data from all the data sources in your organization.  The Connector Module is a must for businesses with multiple companies.  Call us today to take advantage of this savings!

Please join us on Friday, January 28th at 9:30am for an SMI refresher webinar, with a focus on the features of the Connector Module.  The webinar is being led by Debbie Hill of Sage Software.  This webinar is complimentary and will last approximately 30 minutes.

Please join my meeting

Call in using your telephone

Dial: +1 (805) 309-0016

Access Code: 354-100-056

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

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:


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, or call us at 888-222-8827.

Thanks and have a great day.