Contacts Overview

Main Menu > Contacts

FrameReady tracks your customers and anyone else you may need to contact, e.g. suppliers, artists, employees, etc.

Use Contacts to store information for all of your customers, vendors and service providers. It is your address book.

FrameReady Webinar: Contacts File 101

YouTube link: https://youtu.be/OV39_ygNBDE

Your Address Book

The Contacts file not only keeps track of your customers but anyone else you may need to contact (e.g. suppliers, artists, lawyer, employees, etc.) by either phone or email. The Contacts file is used to store information for all of your customers but also your vendors and service providers.
As a rule of thumb, customer information entry is done from the Work Order or Invoice files as new customers come through your door and place orders.
When setting up FrameReady, you may import an existing database into your program. It is important to enter your vendors/distributors/suppliers into this file as well. In doing so you will be able to utilize the Purchase Order file to its fullest extent.

Track Your own Information

Tabs across the bottom of the Contacts screen provide ways to track marketing campaigns and referrals, produce email lists, track social media, monitor advertising effectiveness and a host of other useful things.

Correspondence

FrameReady offers many of the features you would expect only of a word processor, such as, tabs and character styling. The most significant part is that you have direct access to your Contacts file.
Produce a letter or PDF (for single or bulk mailing) and store an unlimited number of letter templates. Included are a few sample letters (Needlework, Thank You, Pick up framing) to get you started.
Print envelopes and address labels.
Export your data to a third party.