CRM Phase 3 - Flipbook - Page 2
Table of Contents
Campaigns
1.
Creating a Contact Code................................................... 13
2.
Copying a Letter Template ............................................... 19
3.
The Main Tab ..................................................................... 23
4.
Creating the Campaign Letter .......................................... 27
5.
Basic Selection .................................................................. 31
6.
Customers ......................................................................... 35
7.
Ignored Customers ........................................................... 39
8.
Print Letters ....................................................................... 43
9.
Advanced Selection .......................................................... 47
10.
Structuring an Ad-hoc....................................................... 51
11.
Saving an Ad-hoc Enquiry ................................................ 57
12.
Ad-hoc Exporting Output Methods .................................. 61
13.
Re-loading a Saved Ad-hoc .............................................. 67
14.
File Usage Statistics ......................................................... 71
15.
Find Last Batch for a Letter .............................................. 73
16.
Delete a Batch of Letters .................................................. 77
17.
Sorting an Ad-hoc ............................................................. 81
18.
NODUPS ............................................................................. 85
19.
Email and SMS................................................................... 89
20.
Labels................................................................................. 93
21.
Spread ................................................................................ 97
22.
Export................................................................................. 101
23.
Excluding Records ............................................................ 105
Page 2 of 108
