RE: Customer relationship Management software that is accessible with VoiceOver

2020-06-25 Thread Simon A Fogarty 
Hi John,

Yeeah I've used a couple of different service management / crms systems and 
although they would probably do the job, 
To me they would be to over the top for her.

-Original Message-
From: macvisionaries@googlegroups.com  On 
Behalf Of John Panarese
Sent: Friday, 26 June 2020 1:58 AM
To: macvisionaries@googlegroups.com
Subject: Re: Customer relationship Management software that is accessible with 
VoiceOver

  I’ll have her take a look at this as well. She is doing the research, so she 
is calling it CRM software. I don’t have any experience either way, so I’ll 
take your word for it.

Thank you for the recommendation.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




> On Jun 25, 2020, at 5:22 AM, Simon A Fogarty  wrote:
> 
> I'm not sure you are using the correct terminology here,
> 
> CRM customer relationship management software is what a call centre would use 
> for logging incoming / outgoing calls to service teams or customers.
> 
> If you are looking for something to log accounts / accounting billing 
> related information Then may be look at something like XERO!
> 
> But going back to your cRMS question, have your person check out 
> Dynamic 365 CRM,
> 
> It's an office 365 or Microsoft 365  package now that is available  on ios 
> devices and through the web on mac computers.
> 
> It has gotten better with accessibility  but I've not looked at it for about 
> 6 months so it may have improved or gotten worse.
> 
> But check it out.
> -Original Message-
> From: macvisionaries@googlegroups.com 
>  On Behalf Of John Panarese
> Sent: Thursday, 25 June 2020 6:58 AM
> To: 'Andrew Lamanche' via MacVisionaries 
> 
> Subject: Customer relationship Management software that is accessible 
> with VoiceOver
> 
> Hi everyone,
>Does anyone know of a CRM package for the Mac or iOS that is accessible 
> with VoiceOver. This would be for free lance people who need to schedule 
> invoices and keep track of their business easily. I have a client looking for 
> an accessible package and though I found an app called, Bonzai, the interface 
> on the Mac is really crappy. Any suggestions would be appreciated.
> 
> 
> Take Care
> 
> John D. Panarese
> Director
> Mac for the Blind
> Tel, (631) 724-4479
> Email, j...@macfortheblind.com
> Website, http://www.macfortheblind.com
> 
> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
> 
> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
> 
> MAC and iOS VOICEOVER TRAINING AND SUPPORT
> 
> 
> 
> 
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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-25 Thread John Panarese 
  I’ll have her take a look at this as well. She is doing the research, so she 
is calling it CRM software. I don’t have any experience either way, so I’ll 
take your word for it.

Thank you for the recommendation.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




> On Jun 25, 2020, at 5:22 AM, Simon A Fogarty  wrote:
> 
> I'm not sure you are using the correct terminology here,
> 
> CRM customer relationship management software is what a call centre would use 
> for logging incoming / outgoing calls to service teams or customers.
> 
> If you are looking for something to log accounts / accounting billing related 
> information 
> Then may be look at something like XERO!
> 
> But going back to your cRMS question, have your person check out Dynamic 365 
> CRM,
> 
> It's an office 365 or Microsoft 365  package now that is available  on ios 
> devices and through the web on mac computers.
> 
> It has gotten better with accessibility  but I've not looked at it for about 
> 6 months so it may have improved or gotten worse.
> 
> But check it out.
> -Original Message-
> From: macvisionaries@googlegroups.com  On 
> Behalf Of John Panarese
> Sent: Thursday, 25 June 2020 6:58 AM
> To: 'Andrew Lamanche' via MacVisionaries 
> Subject: Customer relationship Management software that is accessible with 
> VoiceOver
> 
> Hi everyone,
>Does anyone know of a CRM package for the Mac or iOS that is accessible 
> with VoiceOver. This would be for free lance people who need to schedule 
> invoices and keep track of their business easily. I have a client looking for 
> an accessible package and though I found an app called, Bonzai, the interface 
> on the Mac is really crappy. Any suggestions would be appreciated.
> 
> 
> Take Care
> 
> John D. Panarese
> Director
> Mac for the Blind
> Tel, (631) 724-4479
> Email, j...@macfortheblind.com
> Website, http://www.macfortheblind.com
> 
> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
> 
> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
> 
> MAC and iOS VOICEOVER TRAINING AND SUPPORT
> 
> 
> 
> 
> -- 
> The following information is important for all members of the Mac Visionaries 
> list.
> 
> If you have any questions or concerns about the running of this list, or if 
> you feel that a member's post is inappropriate, please contact the owners or 
> moderators directly rather than posting on the list itself.
> 
> Your Mac Visionaries list moderator is Mark Taylor.  You can reach mark at:  
> mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at 
> caraqu...@caraquinn.com
> 
> The archives for this list can be searched at:
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> mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at 
> caraqu...@caraquinn.com
> 
> The archives for this list can be searched at:
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RE: Customer relationship Management software that is accessible with VoiceOver

2020-06-25 Thread Simon A Fogarty 
I'm not sure you are using the correct terminology here,

 CRM customer relationship management software is what a call centre would use 
for logging incoming / outgoing calls to service teams or customers.

 If you are looking for something to log accounts / accounting billing related 
information 
Then may be look at something like XERO!

But going back to your cRMS question, have your person check out Dynamic 365 
CRM,

 It's an office 365 or Microsoft 365  package now that is available  on ios 
devices and through the web on mac computers.

 It has gotten better with accessibility  but I've not looked at it for about 6 
months so it may have improved or gotten worse.

But check it out.
-Original Message-
From: macvisionaries@googlegroups.com  On 
Behalf Of John Panarese
Sent: Thursday, 25 June 2020 6:58 AM
To: 'Andrew Lamanche' via MacVisionaries 
Subject: Customer relationship Management software that is accessible with 
VoiceOver

Hi everyone,
Does anyone know of a CRM package for the Mac or iOS that is accessible 
with VoiceOver. This would be for free lance people who need to schedule 
invoices and keep track of their business easily. I have a client looking for 
an accessible package and though I found an app called, Bonzai, the interface 
on the Mac is really crappy. Any suggestions would be appreciated.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread David Chittenden 

Wave is an iOS app, and a web interface
www.waveapp.com

ZenDesk are a suite of apps which can be downloaded individually depending 
on need. I do not know if they have a web portal, but suspect they do. Try

www.zendesk.com

I do all my work on iOS, iPadOS, and Android. So, I have no idea if there 
are Mac and / or Windows apps.


Kind regards,

David Chittenden, MSc, MRCAA



On 25 June 2020 12:10:47 John Panarese  wrote:


Hi David,
   Thank you for the info. Is this a web interface application or is there a 
   Mac app that one can download?



Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT





On Jun 24, 2020, at 6:48 PM, David Chittenden  wrote:

I use wave for invoicing and account tracking. I am not able to schedule 
appointments with it. Also, it only uses increasing numbers for invoices. 
That said, it is quite usable. And, it is free unless one uses it for 
credit card payments. Those are charged at a low rate. I am using Stripe 
for my online credit card processing.


As for my scheduling, I am currently using Google calendar.

If one is ready to pay for CRM, one might try ZenDesk. They have several 
apps which work together to be a customisable solution. I do not know about 
the accessibility.


I tryed Rounded, but it was not very accessible, so I would avoid that one.

Kind regards,

David Chittenden, MSc, MRCAA


On 25 June 2020 04:58:21 John Panarese  wrote:


Hi everyone,
Does anyone know of a CRM package for the Mac or iOS that is accessible 
with VoiceOver. This would be for free lance people who need to schedule 
invoices and keep track of their business easily. I have a client looking 
for an accessible package and though I found an app called, Bonzai, the 
interface on the Mac is really crappy. Any suggestions would be appreciated.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com 
APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT



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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread John Panarese 
Hi David,
   Thank you for the info. Is this a web interface application or is there a 
Mac app that one can download?


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




> On Jun 24, 2020, at 6:48 PM, David Chittenden  wrote:
> 
> I use wave for invoicing and account tracking. I am not able to schedule 
> appointments with it. Also, it only uses increasing numbers for invoices. 
> That said, it is quite usable. And, it is free unless one uses it for credit 
> card payments. Those are charged at a low rate. I am using Stripe for my 
> online credit card processing.
> 
> As for my scheduling, I am currently using Google calendar.
> 
> If one is ready to pay for CRM, one might try ZenDesk. They have several apps 
> which work together to be a customisable solution. I do not know about the 
> accessibility.
> 
> I tryed Rounded, but it was not very accessible, so I would avoid that one.
> 
> Kind regards,
> 
> David Chittenden, MSc, MRCAA
> 
> 
> On 25 June 2020 04:58:21 John Panarese  wrote:
> 
>> Hi everyone,
>> Does anyone know of a CRM package for the Mac or iOS that is accessible with 
>> VoiceOver. This would be for free lance people who need to schedule invoices 
>> and keep track of their business easily. I have a client looking for an 
>> accessible package and though I found an app called, Bonzai, the interface 
>> on the Mac is really crappy. Any suggestions would be appreciated.
>> 
>> Take Care
>> 
>> John D. Panarese
>> Director
>> Mac for the Blind
>> Tel, (631) 724-4479
>> Email, j...@macfortheblind.com
>> Website, http://www.macfortheblind.com 
>> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
>> 
>> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
>> 
>> MAC and iOS VOICEOVER TRAINING AND SUPPORT
>> 
>> 
>> 
>> -- 
>> The following information is important for all members of the Mac 
>> Visionaries list.
>> 
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>> you feel that a member's post is inappropriate, please contact the owners or 
>> moderators directly rather than posting on the list itself.
>> 
>> Your Mac Visionaries list moderator is Mark Taylor.  You can reach mark at:  
>> mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at 
>> caraqu...@caraquinn.com
>> 
>> The archives for this list can be searched at:
>> http://www.mail-archive.com/macvisionaries@googlegroups.com/ 
>> 
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>>  
>> .
>> 
> 
> 
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The

Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread David Chittenden 
I use wave for invoicing and account tracking. I am not able to schedule 
appointments with it. Also, it only uses increasing numbers for invoices. 
That said, it is quite usable. And, it is free unless one uses it for 
credit card payments. Those are charged at a low rate. I am using Stripe 
for my online credit card processing.


As for my scheduling, I am currently using Google calendar.

If one is ready to pay for CRM, one might try ZenDesk. They have several 
apps which work together to be a customisable solution. I do not know about 
the accessibility.


I tryed Rounded, but it was not very accessible, so I would avoid that one.

Kind regards,

David Chittenden, MSc, MRCAA



On 25 June 2020 04:58:21 John Panarese  wrote:


Hi everyone,
Does anyone know of a CRM package for the Mac or iOS that is accessible 
with VoiceOver. This would be for free lance people who need to schedule 
invoices and keep track of their business easily. I have a client looking 
for an accessible package and though I found an app called, Bonzai, the 
interface on the Mac is really crappy. Any suggestions would be appreciated.



Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




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 mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at 
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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread John Panarese 
  Ok. That makes sense now.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




> On Jun 24, 2020, at 6:00 PM, Yolanda Thompson  wrote:
> 
> I am so sorry, I did a horrible job of communicating. Civi CRM works
> with WordPress. It is not a stand-alone app.
> 
> On 6/24/20, John Panarese  wrote:
>>I’m trying to find the Mac version, but it doesn’t seem to be easy to
>> locate. If there is a Mac version, I am not finding it on their website.
>> 
>> 
>> Take Care
>> 
>> John D. Panarese
>> Director
>> Mac for the Blind
>> Tel, (631) 724-4479
>> Email, j...@macfortheblind.com
>> Website, http://www.macfortheblind.com
>> 
>> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
>> 
>> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
>> 
>> MAC and iOS VOICEOVER TRAINING AND SUPPORT
>> 
>> 
>> 
>> 
>>> On Jun 24, 2020, at 4:20 PM, Yolanda Thompson  wrote:
>>> 
>>> John,
>>> I have not tried Civi CRM on the Mac, but I was just teaching it to a
>>> blind person in the windows environment.
>>> 
>>> 
>>> 
>>> On 6/24/20, John Panarese  wrote:
 Hi everyone,
   Does anyone know of a CRM package for the Mac or iOS that is
 accessible
 with VoiceOver. This would be for free lance people who need to schedule
 invoices and keep track of their business easily. I have a client
 looking
 for an accessible package and though I found an app called, Bonzai, the
 interface on the Mac is really crappy. Any suggestions would be
 appreciated.
 
 
 Take Care
 
 John D. Panarese
 Director
 Mac for the Blind
 Tel, (631) 724-4479
 Email, j...@macfortheblind.com
 Website, http://www.macfortheblind.com
 
 APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
 
 AUTHORIZED APPLE STORE BUSINESS AFFILIATE
 
 MAC and iOS VOICEOVER TRAINING AND SUPPORT
 
 
 
 
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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread Yolanda Thompson 
I am so sorry, I did a horrible job of communicating. Civi CRM works
with WordPress. It is not a stand-alone app.

On 6/24/20, John Panarese  wrote:
> I’m trying to find the Mac version, but it doesn’t seem to be easy to
> locate. If there is a Mac version, I am not finding it on their website.
>
>
> Take Care
>
> John D. Panarese
> Director
> Mac for the Blind
> Tel, (631) 724-4479
> Email, j...@macfortheblind.com
> Website, http://www.macfortheblind.com
>
> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
>
> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
>
> MAC and iOS VOICEOVER TRAINING AND SUPPORT
>
>
>
>
>> On Jun 24, 2020, at 4:20 PM, Yolanda Thompson  wrote:
>>
>> John,
>> I have not tried Civi CRM on the Mac, but I was just teaching it to a
>> blind person in the windows environment.
>>
>>
>>
>> On 6/24/20, John Panarese  wrote:
>>> Hi everyone,
>>>Does anyone know of a CRM package for the Mac or iOS that is
>>> accessible
>>> with VoiceOver. This would be for free lance people who need to schedule
>>> invoices and keep track of their business easily. I have a client
>>> looking
>>> for an accessible package and though I found an app called, Bonzai, the
>>> interface on the Mac is really crappy. Any suggestions would be
>>> appreciated.
>>>
>>>
>>> Take Care
>>>
>>> John D. Panarese
>>> Director
>>> Mac for the Blind
>>> Tel, (631) 724-4479
>>> Email, j...@macfortheblind.com
>>> Website, http://www.macfortheblind.com
>>>
>>> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
>>>
>>> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
>>>
>>> MAC and iOS VOICEOVER TRAINING AND SUPPORT
>>>
>>>
>>>
>>>
>>> --
>>> The following information is important for all members of the Mac
>>> Visionaries list.
>>>
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>>> if
>>> you feel that a member's post is inappropriate, please contact the owners
>>> or
>>> moderators directly rather than posting on the list itself.
>>>
>>> Your Mac Visionaries list moderator is Mark Taylor.  You can reach mark
>>> at:
>>> mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at
>>> caraqu...@caraquinn.com
>>>
>>> The archives for this list can be searched at:
>>> http://www.mail-archive.com/macvisionaries@googlegroups.com/
>>> ---
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>>>
>>
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>> owners or moderators directly rather than posting on the list itself.
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>> at:  mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at
>> caraqu...@caraquinn.com
>>
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>
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> caraqu...@caraquinn.com
>
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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread John Panarese 
I’m trying to find the Mac version, but it doesn’t seem to be easy to 
locate. If there is a Mac version, I am not finding it on their website.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




> On Jun 24, 2020, at 4:20 PM, Yolanda Thompson  wrote:
> 
> John,
> I have not tried Civi CRM on the Mac, but I was just teaching it to a
> blind person in the windows environment.
> 
> 
> 
> On 6/24/20, John Panarese  wrote:
>> Hi everyone,
>>Does anyone know of a CRM package for the Mac or iOS that is accessible
>> with VoiceOver. This would be for free lance people who need to schedule
>> invoices and keep track of their business easily. I have a client looking
>> for an accessible package and though I found an app called, Bonzai, the
>> interface on the Mac is really crappy. Any suggestions would be
>> appreciated.
>> 
>> 
>> Take Care
>> 
>> John D. Panarese
>> Director
>> Mac for the Blind
>> Tel, (631) 724-4479
>> Email, j...@macfortheblind.com
>> Website, http://www.macfortheblind.com
>> 
>> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
>> 
>> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
>> 
>> MAC and iOS VOICEOVER TRAINING AND SUPPORT
>> 
>> 
>> 
>> 
>> --
>> The following information is important for all members of the Mac
>> Visionaries list.
>> 
>> If you have any questions or concerns about the running of this list, or if
>> you feel that a member's post is inappropriate, please contact the owners or
>> moderators directly rather than posting on the list itself.
>> 
>> Your Mac Visionaries list moderator is Mark Taylor.  You can reach mark at:
>> mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at
>> caraqu...@caraquinn.com
>> 
>> The archives for this list can be searched at:
>> http://www.mail-archive.com/macvisionaries@googlegroups.com/
>> ---
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>> 
> 
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> list.
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> caraqu...@caraquinn.com
> 
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Re: Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread Yolanda Thompson 
John,
I have not tried Civi CRM on the Mac, but I was just teaching it to a
blind person in the windows environment.



On 6/24/20, John Panarese  wrote:
> Hi everyone,
> Does anyone know of a CRM package for the Mac or iOS that is accessible
> with VoiceOver. This would be for free lance people who need to schedule
> invoices and keep track of their business easily. I have a client looking
> for an accessible package and though I found an app called, Bonzai, the
> interface on the Mac is really crappy. Any suggestions would be
> appreciated.
>
>
> Take Care
>
> John D. Panarese
> Director
> Mac for the Blind
> Tel, (631) 724-4479
> Email, j...@macfortheblind.com
> Website, http://www.macfortheblind.com
>
> APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer
>
> AUTHORIZED APPLE STORE BUSINESS AFFILIATE
>
> MAC and iOS VOICEOVER TRAINING AND SUPPORT
>
>
>
>
> --
> The following information is important for all members of the Mac
> Visionaries list.
>
> If you have any questions or concerns about the running of this list, or if
> you feel that a member's post is inappropriate, please contact the owners or
> moderators directly rather than posting on the list itself.
>
> Your Mac Visionaries list moderator is Mark Taylor.  You can reach mark at:
> mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at
> caraqu...@caraquinn.com
>
> The archives for this list can be searched at:
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> ---
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>

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Customer relationship Management software that is accessible with VoiceOver

2020-06-24 Thread John Panarese 
Hi everyone,
Does anyone know of a CRM package for the Mac or iOS that is accessible 
with VoiceOver. This would be for free lance people who need to schedule 
invoices and keep track of their business easily. I have a client looking for 
an accessible package and though I found an app called, Bonzai, the interface 
on the Mac is really crappy. Any suggestions would be appreciated.


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, j...@macfortheblind.com
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




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mk...@ucla.edu and your owner is Cara Quinn - you can reach Cara at 
caraqu...@caraquinn.com

The archives for this list can be searched at:
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