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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Customer Information Entry – Work Order Video

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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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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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Entering a Referral – Contacts File

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

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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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Receive Payment – Contacts File Tab

This tab is located at the bottom right of the Contacts file. Do NOT use this tab to issue Refunds or Store Credits*; it is only designed to receive payments from the customer. Enter the amounts to be paid by any of

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Invoices / Rewards – Contacts File Tab

This blue tab is located at the bottom of the Contacts file.

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Group Details – Contacts File Tab

The Group/Details tab, located at the middle bottom of the Contacts file, is used to store pertinent customer information. 

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Artists – Contacts File Tab

The lavender coloured Artists tab is located at the bottom half of the Contacts file.

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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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Art Type / Notes – Contacts File

Use this field to log notes or other categories that you wish to track for customer information. There is also a date field which automatically date stamps when an entry is made. This allows you to search by a date

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