Specifications

Set a default city and state for new customers
Do you find yourself typing the same thing over and over?
From the main menu:
-Click CUSTOMERS
-Click RECORD MAINTENANCE
-Click SET DEFAULTS
-You will be able to specify default categories, city, state, zip code, area code, and terms..
These will appear when you add a new customer.
Purify your customer database:
How to identify duplicate customers
How to merge duplicate customers into a single account
How to remove customers from future mailings
It happens...
We may mistakenly enter the same customer twice, or one account for the husband and another for the
wife, etc. This can be costly when it's time to do mailings. This process will compare phone numbers and
information from the customer database, to suggest possible duplicates. It is then possible to MERGE the
duplicates into a single record, combining their history and totals.
GENERATE A CHECK FOR DUPLICATES REPORT
From the main menu:
-Click CUSTOMERS
-Click File
-Click CHECK FOR DUPLICATES
-Confirm with YES when prompted.
-The findings will be printed, for your review
MERGING HISTORY AND TOTALS FROM TWO CUSTOMERS INTO ONE
From the main menu:
-Click CUSTOMERS
-Click MERGE RECORDS
-Select a customer for "Copy orders FROM this customer..." (left)
-Select a customer for "...TO this customer" (right)
-Click MERGE to combine these accounts
REMOVING A CUSTOMER FROM FUTURE MAILINGS
LifeSaver maintains your mailing list, and can print labels or export to an external program. There may be
customers that you no longer wish to mail, or where the previous mailing was returned as undeliverable.
You can easily flag these, so they will be omitted from future mailings.
From the main menu:
-Click CUSTOMERS
-Click FIND and locate the desired customer
-Click UPDATE RECORD
-Click DO NOT MAIL
-This customer will no longer receive mailings.
Tracking Promotions and Customer Sources. 'How did you hear about us?'
LifeSaver Tips & Tricks compiled by customer Mike Labbe www.getthepictureframing.com
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