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When a customer calls or sends a request for a
catalog you will probably want to see if he or she is already in
your database. To do so click the Find Customer icon 
on the toolbar. Type the customer's name (and any other
information you want to search on) and click the Search
button.
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If the customer appears in the list simply double
click the account to open it. Otherwise, click the Add Customer
button on the Search window or press Alt-A. A new account will be created,
already populated with the search information you entered.
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Whether you find, or add the customer creating a
new contact works the same way. Click the New Contact
button, or press Alt-C.
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In the Contact Log's Action field select Send
Catalog from the pulldown list. (Tip: You can select an
item in the list by typing the beginning of its name. You can even
enter anything you wish by simply typing it and pressing the
Tab key).
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OPTIONAL: You can select an Ad Source Key in the
first pulldown too if you wish. This key will print on the labels
so you can use it to match catalogs to customers if you send
different types. You can set up keys so they can be selected here
by double clicking the Ad Source Key table in the Company
Database. The label reports sort first on this field, then on
Zip.
(Note: This field can also help you later
determine which ads are generating requests. And, if this is the
first time a source key has been added for this customer it will
become the Original Key on the Additional Info tab of the
customer's screen so you will know where he or she first found
you.)
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Click OK to save the contact. If you are
entering multiple accounts go back to step 1. When you are ready
to print labels go to the next step.
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After you have finished entering requests you can
print labels for all your customers for whom you entered a Send
Catalog entry. Click the link below to download the install
for reports
Sendcatalog5160.srw or
Sendcatalog5163.srw. They will appear in the Reports button on the
Customer screen into Mailware
and used to print Avery 5160 or Avery 5163 labels. (You can edit it for your label
size using the pre set label formats available from the
Report Settings icon 
in the report writer.)
Click here to download the Send Catalog label reports
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To print your labels, open the
Customer screen then click the Reports button. Select the report Sendcatalog5160.srw or
Sendcatalog5163.srw report.
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When prompted you can enter a date range or simply press Enter at each
prompt for today’s date. A preview of the labels will appear which
you can send to your printer by clicking the print icon 
.
(Advanced Tip: We use a similar
report to send our free demos. Sometimes we wait a day or two so
we can bundle them by Zip Code. When we do, we enter a date range
to preview, then we save the report. This saves the date range we
entered in the GetDateRange column on the Define Search tab in the
report writer. The next time we print we open the report and
double click the GetDateRange column. That lets us see the last
date range we used so we can print the next set for the next range
- e.g., if we last printed 9/1/99 to 9/3/99 then open the report
on 9/6 we choose 9/4/99 to 9/6/99. Then we save the report and
start the cycle over again. It makes it easy to keep track of
which demos have been sent.)
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