Customer Database

W
Document Sample
scope of work template
							Change your Business Location      Enter Customer          Filter Data
MD of the PC Mailer
                                  Search Customer         Print Labels
Customer Database
 CD Vrs1.54     Office 2007     x Last              Middle First
Customer No.      Status        d Name              Initial Name
     1                            Gage                W Andrew
                 Home/Bus                  E-Maill
Business Name      Phone                   Address
MD of the PC    978-827-6570 Service@andrewsdiv.com
    Physical Address   Address 2    City/Town   State           Zip Code
PO BOX 898                         Ashburnham    MA     01430
                     Mobile    FAX
          Web Site   Phone    Phone
mdofthepc.com
Your Business Name
Your Address
Your City, State & Zip
Your Phone or Contact info
Your E-Mail or Web Site


                             Dulcie Gage
                             11 Penacook Dr.
                             Ashburnham, MA 01420-0146
Your Business Name
Your Address
Your City, State & Zip
Your Phone or Contact info
Your E-Mail or Web Site



                     MD of the PC
                     11 Penacook Dr
                     Ashburnham, MA 01430
                     C/O Andrew W Gage
MD of the PC

We are Moving!
Please note the new address

MD of the PC
PO BOX 898
Ashburnham, MA 01430


Contact Info:
(978) 827-6570
service@andrewsdiv.com
Your Business Name
Your Address
Your City, State & Zip
Your Phone or Contact info
Your E-Mail or Web Site


                             Andrew's Diversified Services Co.
                             344 Main St
                             Fitchburg, MA 01420
                             C/O Andrew W Gage
MD of the PC
PO BOX 898
Ashburnham MA. 01430
978-827-6570
service@andrewsdiv.com


Help Files:
Removing a Customer
Buttons do not work
Printing Envelopes
Printing TriFold Brouchures
PostCards Printing
Printing Labels
Changing Formatting on Printing tools
Manually Setting up your Return address
Setting up your Postcard message
How to select Customers you wish to print



Removing a Customer:

To remove a customer left click on the line No. in grey. The whole line should highlight. Then
press the "Delete" key on the keyboard.



Buttons do not work:
Office 97-2003
You must allow Macros to work in the security settings -- Tools>Macro>Security> Set to low


Printing Envelopes:

You should be able to use your normal Letter #10 Settings on your printer. Read your printer Manual to set
size paper and orientation of Envelope. If Printer is not centered properly you may adjust by moving the type
on page or adjusting your margins.


Printing Tri Fold Brochures:

Brochures must be printed in advance using another program. The middle section must be empty on
the middle outside section. This is where the address will go. Do not fold brochures until printing is
done as it will cause paper jams. MD of the PC does have a Word File with the formatting already set up,
you have to request it seperately.


Postcard Printing:

Prepaid postcards must be purchased at the post office, these sell at a discount rate
and make excellent reminder cards. Easy advertisements or other informational advertisements
These require two side to be printed. Create your message, then print them to your Customers as
needed. Great way to offer discounts, gift certificates, and other incentives.


Printing Labels:

Easiest of all printing methods, to print labels go to office supply store and pick up a package of
Avery 8160 Labels. They come thrirty per sheet and print out labels to stick to your customers
mailings. Great for Billing especially if you have preprinted letterhead on your envelopes.



Changing Format on Printing tools:

You should never have to change the formatting to make the printing work. There may be a need to
make minor adjustments to meet the needs of the individual printers available. First try to read the
printer manual to see if anything needs to be changed on the printer, thickness, sheet size, orientation
or other printer setting. If all that is needed is a minor adjustment you can do this using the margin
control on the excel program. Direct typing on the screen may help place things in it's proper place.
This will not work in places where information is automatically written.


Maunually setting up your Return address:

When you go to edit each section, hover your mouse over the area first to see instructions tell you
if this section is editable. The Return address is editable in the #10 Envelope page, Post card
address page, and the Trifold Flier page. You may type whatever you wish here, change the font,
Change the color etc. try to remain within the fields provided however to keep the formatting working
properly.


Setting up your postcard message:

Use the Page preview button to get a look and feel for the boarders of the card are. When you
shut it off the borders will remain visible by dotted lines. You can type any message here you
would like, even put pictures as long as it remains within the borders. MD of the PC
can provide automated messages such as reminders etc.



How to select Customers you wish to print:

The Default is to print any rows Maked with an small "x" in the third column.
You may mix and match Letters as desired to separate some costomers from others
such as customer already done with a "D". You must use the same letter as you enter
in the box at the bottom of the "Print Labels" form and it must be the same capitalization.

						
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