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To enter birthdays first 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
Birthday Card 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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In the Tickle Date field enter the
customer's date of birth in the format mm/dd/00 (You
can use the real birth year, but if you want to use the reports
below we recommend using 00 to make selection easier.).
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In the Notes section enter an
individualized message, if you wish. In the gift card report below
this message will print in the center of the card (although you
can alter the report if you wish).
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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 go to the next step.
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Whenever you like, you can print cards for
upcoming birthdays (we recommend once a month around the 15th for
the following month's birthdays). Click the link below to download the install
for reports Bdaycard.srw,
Bdaylabels5160.srw or Bdaylabels5163.srw report. 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 Birthday card and label reports
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Enter a date range for the cards or labels you want to
print (We recommend printing the following month's. For example,
around January 15 you can print February's birthdays by entering a
date range of 2/1/00 to 2/28/00.
A preview of the report will appear which
you can send to your printer by clicking the print icon 
.
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