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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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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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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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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Creating a New Supplier / Vendor Record

How to add a new vendor into the Contacts file

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New Customer Side Bar Button

This blue button is located on the top left side of the Work Order screen and is used for entering a new customer directly onto a work order.

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Printing Envelopes

As with the printing of letters, there are two methods for printing envelopes.

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Bulk Email

How do I send a batched emailing to certain customers?

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Omit Find Feature

You can also do a find and then do a second request to omit certain records from your find. For example, in your Keywords you may have two items listed: Landscapes and Mail Not Active. You want to do a

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