This
tool provides all customer information in a mailmerge format.
It is designed for you to keep closer contact with your customers
and to provide an easy way to send many customers the same
basic type of letter with some different individual information.
You are presented with a screen of criteria to select the
group of customers you would like to do a mailing to. Once
you have selected the customers the program will generate
a mailmerge file in the format of your word processor.
To extract
the information for the mailmerge file, you have an option
grid which allows you to select the customers for the merge
based upon ten different criteria. These criteria include:
- Customer
number
- Zip
code
- Phone
number
- Territory
- Sales
Person
- Customer
Code
- Source
- Customer
Type
- Period
to date sales
- Year
to date sales
Once
the customers have been selected, you are prompted for the
word processor and the location where the mailmerge file is
to reside. All data in the customer file is then transferred
to the mailmerge file. The data in the file is labelled in
an easy to use fashion that is well documented.
Once
you have defined the letters in your word processor, you could
easily send letters to any of your customers for a variety
of reasons. This enhancement will provide you an easy to use
tool for staying in contact with your customers. Special events,
sales, area specific information, delinquency letters, sales
follow-ups and many other uses will develop as you see how
easy it is to provide them with this enhancement.
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