Set up Keywords

Main Menu > Contacts > Keywords tab > Add/Remove Keywords button

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.

• Setting up Keywords helps you keep your Contacts file organized. As a result it becomes a better tool for you to manage your shop. 

• Use keywords to group customers together, not for individual notes. For individual notes, use the Group / Details Tab for specific information such as birthdates, children’s names, pet names.

How to Set up Keywords

New keywords may be added at any time but the expeditious time is at the creation of a new customer record.

1. In the Contacts file, open the Keywords tab. Click the Add/Remove Keywords button.
   
   The Keywords palette appears on the far right of the screen.

Caution: Do not choose Records > Replace Field Contents to add a Keyword to a found set of records, as this will wipe out all the other preferences in those records.

1. Click the New button.
   
   A new line item appears at the bottom of the keyword list.

2. Type your new keyword in the new field.

Tip: To make the most of FrameReady’s marketing tools, choose Keywords that will help you search for customers or delineate mailing/emailing lists. Use generic terms here, such as: “Chamber of Commerce”; “Groupon”; “Ad-website”. Do not enter customer specific notes, such as, “only send texts”.

3. Click the Update button.
   
   Even though the items are not alphabetically sorted on this Add/remove palette, they are sorted properly on the Keywords tab.

4. Exit the Keywords palette by clicking the Close button.

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