Writing correspondence
in Contact Plus Professional couldn't
be easier. Custom templates can be
used for sending letters, contracts,
sales quotes, faxes, or whatever you
may be sending to your contacts.
Print directly to your own
printer ready to send to your
clients.
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A completed quickletter in the
built-in word processor
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Example of a form letter in
Microsoft Word
Click on image to enlarge |
Including our fast
built-in word processor, all
the features of word processors
like Microsoft Word and Corel
Wordperfect are available to
you when creating individual
Quickletters or Mail Merges.
Font changes, graphics, tables,
all these are are supported
because Contact Plus uses the
native file formats of these
popular word processors.
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Once you have a number
of records in the database you may
want to work with only a subset of
those records, like for a mail merge.
This tool is called filters (at
right). Criteria for filters can be
based on contact fields like Company,
or events like Calls. A more complex
filter could use a combination of
criteria.
Filters are used in
conjunction with many features in
Contact Plus Professional besides
mail merge. Because of this, it is
recommended that at least a working
knowledge of their use is
important.
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Customized filters to select
records
Click on image to enlarge |
Creating new filters is
easy
Click on image to enlarge |
You can create simple
filters such as "Category equals H".
Examples of more complex ones could
be "State equals FL and DateAdded is
after 4/6/99" or "Zip starts with 329
and EventType equals
Call".
In the example at left,
Contact Plus Pro would select
"Contacts in New York with category P
and user field 2 is greater than 20".
This filter could be used for a mail
merge, report, labels, or many other
features.
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