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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Supplier Information

Supplier information, i.e. address, phone number, is stored in the Contacts file.

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Keywords – Contacts File

Keywords (or Customer Preferences) provide an excellent way to track certain mailing lists, advertising campaigns, group discount members, coupons, and other important marketing information. Keywords can be of great statistical help when used in conjunction with the Find feature.

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Customer Sales Tax Exemption

If a customer qualifies for any type of retail sales tax exemption, then you must enter their certificate number into the Terms tab at the bottom of the Contacts file.

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Tracking Corner Samples out on Loan

When a customer or designer borrows a sample, you want to know: who has it, when they took it, and has it been returned. You could write it on a post-it note, but, there is a better way!

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Entering Contacts

If you have an existing printed customer list, you can enter it one record at a time in the Contacts file.

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Import Customer Database – FR10

You can import an Excel spreadsheet of customers into the Contacts file in FrameReady. A variety of contact information can be imported.

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