MarketSphere Reduces Operating Costs with Sage Intacct Accounting Software Customer: MarketSphere Location: Omaha, NE Solution: Sage Intacct Accounting Software Based in Omaha, Nebraska and with offices in five other states, MarketSphere® started as a consulting business in 2002 specializing in enterprise system advisory and implementation services. As the company grew, [...]
Since CRM 2015 UR1 you have the option to customize the look and feel of your Microsoft CRM system to include your company colors and logos by creating a Theme. To create a new Theme go to SETTINGS > CUSTOMIZATIONS > THEMES. Click on NEW: Give the Theme a name and add the Hex Code [...]
By Joe Campagna with Cargas Systems As a Microsoft Dynamics CRM Consultant, I am frequently getting questions from our CRM customer base on whether current versions of their other Microsoft products are compatible with their current version of Dynamics CRM. It then popped into my head to make it easier on the Cargas CRM customer [...]
Cargas Systems ranked #31 on the 2015 Best Places To Work in PA list for small/medium companies by joint public/private effort of Team Pennsylvania Foundation, the Pennsylvania Department of Community & Economic Development (DCED), the Pennsylvania State Council of SHRM and the Central Penn Business Journal. Companies from across the state entered the two-part process [...]
On Monday, November 2nd, the Central Penn Business Journal honored Chip Cargas as the Entrepreneur of the Year at the 12th annual Business of the Year Awards. The event honors top companies and individual leaders for their outstanding contributions to Central Pennsylvania's business community. Chip Cargas, Founder & CEO Cargas Systems Business Software & Consulting [...]
Microsoft Dynamics CRM 2016, which will be released in the fourth quarter of this year, continues on the journey to deliver Intelligent Customer Engagment to the market – helping companies deliver customer experiences that are personalized, proactive and predictive. The Dynamics CRM 2016 update includes all of the CRM services – CRM, Parature, form Microsoft, [...]
By Dave Packard with Cargas Systems Last night our CRM 2015 Online instance was updated to UR1. When I came in this morning and opened Outlook I had an issue—the CRM buttons were greyed out. I restarted Outlook and still had the same issue, so I checked Windows Update to see if the CRM 2015 [...]
By Dave Packard with Cargas Systems If you use custom security roles in CRM (and who doesn’t) then you may run into this issue when you update to CRM 2015 UR1. One of our users brought this to my attention after our upgrade last night. The user was hitting this permissions error when using Quick [...]
This webinar is presented by Greg Lowe (COO/Partner) of McKonly & Asbury and Mike Yeager (President) of Cargas Systems. The webinar provides an overview of cloud accounting applications as well as a discussion on how a cloud accounting system can lower your total cost of ownership of accounting software. During the webinar, Greg and Mike talk about [...]
CSG Maintains Regulatory Compliance with an Integration Between Microsoft Dynamics GP and an Electronic Health Record Application Customer: Community Services Group Location: Mountville, PA Solution: Microsoft Dynamics GP integrated with an Electric Health Record Application Community Services Group (CSG) provides a spectrum of specialized programs to help the individuals it [...]
Nonprofit organizations of all types face opportunities, challenges, and tough decisions every day. Not-for-profits in all sectors (education, faith-based, health, business and commerce, the arts, community service, etc.) find that growth amplifies all of those things. As your nonprofit organization increases in size and faces added complexity in its administration and operations, you may find [...]
By Dave Packard with Cargas Systems One of the many new features in Microsoft Dynamics CRM 2015 is the introduction of the rollup field. This allows a single field to sum the combination of related records such as the total revenue for opportunities or the total number of quotes created for an account. This had [...]
At the Intacct Advantage conference last November they were talking about Accountants as Superheroes. The premise was that Intacct made Accountants Superheroes. I found this very amusing at the time and didn’t think much more of it after that. As an Accountant myself I always felt our knowledge and skills were under appreciated, but Superhero? [...]
Dressing Up Lulu's Outdated Accounting System Customer: Lulu's Location: Lulu’s Chico, California Solution: Sage Intacct Founded in 1996 as a mother-daughter dream, Lulu*s started as a single brick and mortar store in Chico, California. Their vision: to meet the needs of customers looking for high quality, fashionably hip—yet affordable—clothes [...]
Keystone Novelties Increases Sales Sites by 47% and Eliminates Excel Spreadsheets with Microsoft Dynamics 365 CRM Customer: Keystone Novelties Location: Lancaster, PA Solution: Microsoft Dynamics 365 CRM In 2012, Jack May (Managing Director) and his partner acquired Keystone Novelties, LLC, a leading Pennsylvania seller of fireworks. Formerly a division of [...]
Scrooge called. He wants his general ledger back. Accountants, rejoice! Cloud accounting has finally arrived. And the trusty old general ledger is finally evolving. True, most businesses computerized their general ledgers years ago. But those early versions were not much more than a digital adaptation of Scrooge’s manual ledger. Sure, you [...]
1. Is your software publisher taking too long to release new versions of your business software? There’s a difference in economics between purchased software and software as a service. With software in the cloud, the publisher needs to earn your business every day because you can always decide not to renew your subscription. So cloud [...]
By Dave Packard with Cargas Systems With the release of Microsoft Dynamics CRM 2015 at the end of November 2014 all online users can choose a date, within a timeframe, when they want to have their system upgraded. If you haven’t done so already I encourage you to schedule your date or at least confirm the [...]
By Dave Packard with Cargas Systems Microsoft Dynamcis CRM 2015 is here and all online customers are set to receive this update over the coming months (if they haven’t done so already). Here is a basic checklist of things to do both before AND after the upgrade. These can also apply to on-premise customers going [...]
This article applies to users who originally implemented Dynamics GP 9 or earlier, are currently running version 10 or higher, and have not implemented the standard Dynamics GP Roles and Tasks for their user security. This article focuses on changes made to GP security and the benefit of converting to the new security model. Still not [...]
Cloud accounting software can be a powerful tool for mid-sized organizations. Taking this next step beyond a traditional software suite such as Quickbooks or an on-site enterprise solution such as Sage can help savvy CFO’s manage complexity, increase efficiency and drive business growth. The right software can help you understand not just the basics of [...]
By Anthony N. Verrecchia, Cargas Systems In the not-so-distant past, it was relatively easy to determine if a company needed to collect sales tax from its customers. Usually, a physical office location in a single state meant that companies needed to collect tax in their home state only. Times have changed and so have tax [...]
Year End can be an overwhelming time of year as it relates to accounting processes and software updates. As your Dynamics partner, we are here to help you through it! We have compiled some of the most critical information and timelines for the coming months in this email. If you would like to schedule a [...]
By Wendy Johnson – Microsoft GP Consultant One of the best new features about Microsoft Dynamics GP R2 is Document Attachment. This feature allows users to attach multiple documents to master records and transactions. These can be documents like terms and conditions, contracts, ACH authorization, PO acknowledgement, etc. Whether documents are unique to each customer [...]
Microsoft Dynamics CRM 2015, which will be released in the fourth quarter of this year, aims to improve collaboration between sales and marketing teams, and eliminate redundant efforts. Dynamics CRM 2015 also promises to give sales and marketing professionals the tools they need to deliver outstanding customer experiences. Let’s take a look at some of [...]