Entering Special Notes – Contacts File

The Note field on the Contact File information entry screen may be used for special notations which you want to be able to see when creating a work order or invoice for your customer. (Located below the customer’s address). 

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Proposal Email

Edit Proposal Email – Main Menu Options Tab When you have created an Estimate for a customer, you can send them a PDF of the proposal with a personalized email message containing basic information about the design you have created for

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What is the Gallery Record?

The first record in your Contacts file is the one with the ID# Gallery. This is your record and it is called the “Gallery Record”. It has the ability to perform functions that other numbered records cannot do. Never delete this record

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Special Order For This Customer Side Bar Button – Contacts File

You can order a product or a piece of artwork without the need to create a work order.*  

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Target Mailing by Artist

FrameReady automatically enters an artist’s name on to a customer’s record whenever that artist is selected on a work order or invoice. This feature makes it easy to send a direct mailing to all customers who like a particular artist.

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Bulk Mailing

A bulk mailing is done in exactly the same way as a single mailing except that you must choose search criterion for the mailing instead of an individual customer. You can perform a bulk mailing from either the Main Menu

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Print Bulk Letters – Contacts File

The Print Bulk Letters side bar button is used to mail merge a single letter with a group of contacts. First execute a Find to locate the customers to which you wish to mail. Then click the side bar button. A

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Print Address Labels – Contacts File

The Print Address Labels side bar button prints address labels for a specified group of customers based on any criteria such as the customer preferences field or the Marked field. First, execute a Find to locate the list of customers to

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Artist’s Biography / CV – Contacts File

If you are hosting a gallery opening or art show this document may be useful. You may print an artist statement or write-up about a specific person using the Contacts file. You may print with or without a photograph. HOW TO

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Print Letter Side Bar Button – Contacts File

The Print Letter side bar button is used for printing one letter to one single customer. The button will access a screen allowing you to preview the letter as well as make changes and perform other functions. Select a previously created

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Unmark All Side Bar Button – Contacts File

Access: Contacts file > Unmark All Clicking this button finds all marked records and deselects the X. The screen will change to display all records in your Contacts file.

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Target Referrals – Thank You Letter

One of the features in FrameReady is the ability to track referrals. When a new customer comes through your door, they often do so on the basis of a referral from a friend or family member. Tracking those referrals is

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Printing Letters

There are a two ways you can produce a letter to send to one individual customer. Option 1 Go to Main Menu > Print Letter in the blue section. A dialog box appears. Click Single. Another dialog box appears. Select

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Target Mailing by Keyword

This feature makes it easy to send a direct mailing to all customers who are similar, based on a preference or Keyword in the Contacts file.

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Entering a Referral – Contacts File

One of the features in FrameReady is the ability to track referrals.

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