Customer Information Entry – Work Order Video

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Exporting Data To Excel Video

Watch this 4 minute video to see how to export your customer information to a spreadsheet or third party.

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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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Entering a Referral – Contacts File

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

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Contacts File – Overview

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 e-mail. The Contacts file is used to store information

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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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Customer Ranking Feature

The Ranking feature is a powerful marketing tool. Use it to find your top paying customers.

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Customer Statements

You can print /PDF a Statement for a customer. It shows outstanding invoices, what payments have been made and the outstanding balances.

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