Specifications

Filtering/Mining the customer database for export, or to print mailing labels
Example: To establish a temporary "Filter" to produce the top 200 customers within a recent date range:
From the main menu:
-Click CUSTOMERS FILTER TOP CUSTOMERS WITHIN A DATE RANGE→ →
-Enter number of TOP CUSTOMERS desired. (ex: 200)
-Select beginning and ending date range. (ex 1/1/2012 – today's date)
-Click SET FILTERS
Note: Filters are very flexible, and can be set up for any number of parameters. Examples: Top X
customers within a date range, customers with or without email addresses, customers who spent over a
certain amount in a date range or year, customers who had a minimum amount of orders in a date range
or year, by category, last purchase date range, balance due, birth month, text found in customer notes,
by mat or moulding # purchased, by artist or sku# purchased, order qty, city, state, zip code, etc.
To print your filtered records to mailing labels
From the main menu:
-Click CUSTOMERS LABELS OK→ →
- If using a laser printer (or inkjet), they should be 1" x 2 5/8" (3 cols of 10 each, 30 per page)
Avery product 5160(laser) or Avery Product 8460(inkjet)
These also work: 5260, 5520, 5810, 5960, 5970, 5971, 5972, 5979, 5980, 8160, 8660, 8810, or equiv
Or, if you prefer to export them to a file for use in an external program
From the main menu:
-Click CUSTOMERS EXPORT click the fields you wish OK specify the output file name→ → → →
-Load it up in your Word, Excel, Access, OpenOffice, etc and go to it.
After you're done, be sure to remove the temporary FILTER you previously established
From the main menu:
-Click CUSTOMERS FILTER CLEAR ALL FILTERS→ →
Mailing List Maintenance Tip
When mail is returned by the post office as undeliverable, you can look up the customer and click DO
NOT MAIL. This will prevent future mailings and save postage.
"On the fly" Price toggle for CHOP, LENGTH, JOIN, or WEDGE; in the FRAME-IT screen
The default moulding calculation can be changed, while writing up an order. As long as the vendor has
provided prices to LifeSaver, the program can calculate based on Length, Chop, Join, or Wedge price
models. You can even have a combination of each in the same order.
From the FRAME-IT screen:
-Enter a moulding ID
-Click the moulding ID i.e.: you'll see it toggle between the various pricing methods.
-The "1:" will change to "C:" (chop), "L:"(length), “J:”(join), etc.
-Note the new retail price, appropriate for this method.
LifeSaver Tips & Tricks compiled by customer Mike Labbe www.getthepictureframing.com
LifeSaver Software and the LifeSaver Software logo are registered trademarks of LifeSaver Software, Inc. Canton, GA USA 800-381-0600 www.lifesaversoftware.com 18