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NoteSmith Current Issues

This page should be the first place you look for NoteSmith technical support answers. We keep it up to date with common questions we see during different times of the year, so if your issue is here, then there is no quicker way for you to get an answer to your question. We highly recommend you print this page, which was last updated on Friday, July 23, 2010.

NoteSmith 2011 renewals: Renewal notices will be sent in November, about the time NoteSmith 2010 will pop up a reminder. Your current program will offer to print an invoice for you so we can be sure we do not miss anyone by mail. Please review your invoice for the mailing date you want. Priority Handling is sent for delivery the first week of January and carries a small additional charge of just $20. If you select Media Mail Handling, delivery will be about 1/23/2011.

Windows7: NoteSmith 2010 runs normally on Windows7. NoteSmith 2011 is designed for Windows7 and looks exceptionally nice, taking advantage of the standard SegoeUI font and Aero effects.

Freshen: Modifications made to the program since NoteSmith was released can be found on the FAQ/Freshen page. We encourage you to freshen your new installation because we always make minor changes early in the year based on customer feedback. Either click the Freshen link or go to File, Online, Freshen in your NoteSmith program.

Net Installation: We see Net installation questions all year and every Net installation problem has been a result of not following exactly the 5 simple steps on page 43 in the manual. Frequently, it is due to hiring an outside consultant who assumes our directions were a first offer! If you know how to share a folder and map a folder to a drive letter, do the installation yourself in 2 minutes, or read the topic in the NoteSmith manual to see how easy it is, then do it yourself in 2 more minutes. Note the you must share and map to the Princeton folder, not the NoteSmith2010 folder. The setup is designed this way specifically so you do not have to redo any of this work again in 2011.

Emailing from NoteSmith: Quite a few people have asked about this topic. Go to File, Setup, Office and choose the email program, or type of program, you have installed on your computer and use regularly. There are multiple types and NoteSmith can use any of them, but it needs to know which one. Also note that web mail is not an email program so if that is what you use, you cannot send email directly from NoteSmith 2010. The 2011 version will include a built-in email program that can send attachments, such as payoff requests or IRS 1098 forms, without the nagging security questions of using an outside email program. It also is automated for sending reports to multiple customers.

Activation: NoteSmith is fully functional when it is first installed. It will let you know when it needs activation, which will be within the next few weeks, and cannot be activated until it requests. Until such time, you have full access to all NoteSmith features. Please refer to the Activation and Deactivation topics in the front of the manual.

The activation routine is now about a full decade old! The only people who have activation problems are those who did not follow the directions. The activation routine will work properly if you follow directions and is designed not to work if you do not follow the directions. Read the manual.

When entering your CD key at the site, be sure to use all caps, put dashes as shown between each 4 characters, and type carefully. Print the last page which displays your Response Number when the site requests and follow the directions! Save that page in back of your manual. NoteSmith non-Pro users can retrieve only 1 number from our site and Pro users up to 2. NoteSmith Net Servers can retrieve only 1 and Net Workstations up to 5 unless you bought the additional 20 pack. You have to type the Response Number into your NoteSmith program to activate it. Go to Help, Technical Support, Activation.

Use that same tab to access the Deactivate button ONLY if you want to remove the software to install it instead onto another computer. Do NOT deactivate because you cannot get it activated. Read the manual first!

Deactivation: Spam, viruses, and hard drive failure may cause your computer to malfunction. If it does, and you suspect you'll need to replace your hardware, go immediately to File, Utilities and choose Backup. Back your data up to new media (new USB flash drive or new diskette). Don't risk copying potentially damaged data over the top of a good backup. Then go to Help, Technical Support, Activation and press the Deactivate button with your printer on and full of paper. Print that receipt and we can provide you with a replacement activation on your new computer. You will not be able to run NoteSmith on that old computer once you deactivate.

 

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