Tip #1308 – The Importance of Creating a Restore Point

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The dynaMACS Restore Point feature allows you to take a “snapshot” of your dynaMACS database that can be saved and used as a “backup” should you need to revert to a prior point in time.It is highly recommended that you create a Restore Point on a regular basis such as at the beginning of each day and also prior to performing any system utilities and transactions such as those listed below:

  • Posting Sessions – eSi, Sales Entry, Commission Reconciliation
  • Customer Global Updates
  • File Transfer/Combine
  • Performing any process in which you are unsure of the effect that it will have on your overall database.

Creating a Restore Point

Warning 1

  1. From the main dynaMACS screen select File>Create Restore PointMain Menu - Create Restore Pt
  2. In the Create Restore Point dialog box enter Description for your restore point i.e Posting Mfr LJM.
  3. Select the Proceed button.Create Restore Point - Proceed
  4. While the Create Restore Point is processing the dialog box will display the status as seen below. When the Create Restore Point is complete the dynaMACS main screen is displayed.Create Restore Point - Processing

Reverting to a Restore Point

  1. From the main dynaMACS screen select File>Revert to Restore PointMain Menu - Revert to Restore Pt
    Warning 2
  2. From the Revert to dynaMACS Restore Point dialog box select the desired restore point file.
  3. Choose the Select button.Select Restore Pt
  4. Select the Proceed button in the Revert to Restore Point dialog box to continue.Restore Snapshot - Proceed
  5. While the Revert to Restore Point is processing the dialog box will display the status as seen below. When the Revert to Restore Point is complete the dynaMACS main screen is displayed. Restore Snapshot - Process

Case Study: Dan Beaudet Co.

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“With my old software, the reporting format was less intuitive and more cumbersome. dynaMACS flows easily and has already resulted in more profitability.”

Dan Beaudet, President
Dan Beaudet Co.

Dan_Beaudet_LogoClient Challenge

With Dan Beaudet’s old sales agency software, RPMS, getting timely data was an issue. Printed reports provided by the data entry person at month-end was the only access Beaudet had to sales data. During the month, he often felt he was in the dark.

Furthermore, Beaudet says, “There was no way to manipulate the data, no way to review the information in different ways, such as looking at a particular customer’s sales figures. With my old software, the reporting format was less intuitive and cumbersome. dynaMACS flows easily and has already resulted in more profitability.”

Dan_Beaudet_StatisticsdynaMACS Solution

When the agency switched to dynaMACS, Beaudet saw an immediate difference. “dynaMACS’ Sales IQ tells me everything I need to know quickly. It cross-references everything, so no matter what screen I’m on, I can click and filter the data in many different ways. It is so easy to get the information you want.”

Because Beaudet purchased eSi, a feature that enables him to import sales and commission information that his manufacturers send electronically, data entry is a thing of the past – as is waiting for month-end to see sales figures.

Beaudet now spends less time managing invoices and commission statements and more time with his customers. In fact, his sales information enhances his meeting with customers.

“It’s very impressive to a customer when you can pull up sales information at his desk, on your laptop. I bring up data on the lines I represent, and show how each did year-to-date this year versus last. Then with a mouse click, I show a graph illustrating that data. The response is always a “wow.” They know that I am on top of what’s happening and that’s very reassuring to them.”

When asked to rate his old software with dynaMACS, Beaudet says, “It doesn’t compare.”