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FrameReady tracks your customers and anyone else you may need to contact, e.g. suppliers, artists, employees, etc.
Use Contacts to store information for all of your customers, vendors and service providers. It is 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 for all of your customers but also your vendors and service providers.
As a rule of thumb, customer information entry is done from the Work Order or Invoice files as new customers come through your door and place orders.
When first starting up with FrameReady you may import an existing database into your program. It is important to enter your vendors/distributors/suppliers into this file as well. In doing so you will be able to utilize the Purchase Order file to its fullest extent.
Tabs across the bottom of the Contacts screen provide ways to track marketing campaigns and referrals, produce e-mail lists, track social media, monitor store signage effectiveness and a host of other useful things.
FrameReady offers many of the features you would expect only of a word processor, such as, tabs and character styling. The most significant part is that you have direct access to your Contacts file.
Produce a letters or PDF (for single or bulk mailing) and store an unlimited number of letter templates. Included in your program are a few sample letters (Needlework, Thank You, Pick up framing) to get you started.
Print envelopes and address labels.
Export your data to a third party.
Tip: Each colored tab in the lower half of the Contacts form view takes you to a detail screen presenting helpful information concerning this contact or customer.
Usually customer information entry is done from a Work Order or Invoice as new customers come through your door and place orders.
Tip: Enter your vendors/distributors/suppliers into this file - then you will be able to utilize the Purchase Order file to its fullest extent.
Exporting Data To Excel Video
The following documents and reports can be printed from within Contacts: