Knowledgebase

Contacts

There were 17 articles found in this category:

1. Contacts File Form View
   1. The Sort button is used to arrange your list view by various criteria. E.g. You may wish to view your customers by Last Name, First Name, Email Address, Customer Number. 2. Click here to enter customers, vendors, and service providers, such as your bank and lawyer. Clicking the New Contact ...
2. Introduction
   The Contacts file is used to store information for all of your customers, vendors and service providers. It can be compared to a computerized phone book. Tabs provide ways to track marketing campaigns and referrals, produce email lists, monitor signage effectiveness. Usually customer information ...
3. Ranking
   The Ranking feature is a powerful marketing tool. Use it to find your top paying customers. There are two ways to use the Ranking feature: A. The first way is to simply click on Update Ranking. This will create a ranking based on all invoices ever created and present the ranking in a list v ...
4. How to consolidate two contact records - Consolidating contacts
   Sometimes a second or duplicate record is inadvertently created for the same customer, for example Susan Brown and Sue Brown. How do you consolidate these two records? This procedure may only be done in level4. Decide which of the two records you wish to keep. It is probably the first one create ...
5. Loyalty Program or Frequent Framer Club
   Everyone has a different way of running their Loyalty Card or Frequent Framer or Framer's Club program. Eg. % or $ amount off, number of visits, how redeemed, etc. So FrameReady offers a number of different options for you to use; either alone, or in combination with each other. Identify the mem ...
6. What is the Gallery Record?
   The first record present in your Contacts file is yours. Never delete this record or change the name to a customer's name. The ID# for this record is GALLERY. When framing prints (in stock) for gallery display and sale, enter this record as the customer. Then use the Convert/Update side bar butt ...
7. Can I create Artist Biographies / CVs in the program?
   Yes. FrameReady will create, save and print a document with text and image. Click Contacts file > Artists tab.
8. How do I find my best customers?
   Update the customer ranking first. Use Contacts File > Update Ranking button. Print out a list of your top customers for the year. This can be used for a year end thank you, or to mark a Keyword such as “Preferred Customer”. 1. Main Menu > Sales Reports. 2. Click on Summary of Sales sorted by Cu ...
9. Contacts file documents
10. How does the program handle referrals video
    Watch this video to get ideas about how FrameReady handles referrals and keeps you organized for tracking that important information (6 min)
11. Marketing techniques video
    See how FrameReady can help you market your business ( 9 min)
12. Customer ranking by sales video
    See how to use the effective Ranking feature (5 min)
13. Referrals Report
    You can print a report showing which customers have referred new people to your shop. HOW TO PRINT: 1. Go to Contacts file form view > Referrals tab. 2. Click the Print Report button. 3. Click Continue.
14. Why do I have a record for my business in the Contacts file?
    This record is called the Gallery Record. It serves a number of purposes. Do not delete it. The ID# for your business is GALLERY. It is used whenever you frame something for gallery display and sale. This ID# prevents the work order from being posted to an invoice with you as the customer. When ...
15. Customer ID Number
    The Work Order file is related to the Contacts file via the ID Number field. And ID or customer number must be present in order to enter or edit any customer information on the work order. Also, any changes made to the customer information is relflected in all of the FrameReady files that contai ...
16. Can I use FrameReady as a wedding registry or gift wish list?
    Yes you can use the Products file for that purpose. 1. In the Products file, click the Unmark All button to remove the X in previously Marked boxes. 2. Have the bridal couple select the items they would like to have and click on the Marked box for those selected items. 3. Perform a Find of the M ...
17. How do I find all customers that haven't purchased since a particular date?
    Finding Old Customers Perform a Find in the Contacts file by entering the date range in the Creation Date field. For example, enter the date range as ... 01/01/05 to find everyone enter prior to Jan 1, 2005. Tip: If you are going to be snail mailing these customers, make sure you enter an asteri ...