Client Maintenance and Contacting Clients Manual


Table of Contents (for attached document)


About Contacts and Clients................................................................................................................................. 4

Adding a Contact / Client .................................................................................................................................... 4 

Maintaining an existing Contact / Client........................................................................................................ 6 

Auditing & tracking of Contact / Client changes........................................................................................ 7 

Creating a Contacts List......................................................................................................................................... 8 

Adding to existing Contacts List ....................................................................................................................... 9 

Using Maintain Contacts in Bulk ...................................................................................................................... 10 

Printing Address Labels ....................................................................................................................................... 14 

Printer Options and Setup................................................................................................................................... 14 

     For Printing onto the large part of a Dispensary label: .................................................................... 14

     For Printing onto A4 sheets of ready made adhesive address labels (eg Avery labels) ....... 15 

Printing Individual Labels .................................................................................................................................... 15

     From the POS Selling screen ........................................................................................................................ 15 

     From the Edit Client screen ........................................................................................................................... 16

     From the Quick Contact Client screen....................................................................................................... 16 

Printing Bulk Labels ................................................................................................................................................ 16 

Printing Customer Cards........................................................................................................................................ 17

     Printer Setup - one time only (on each computer you want to print from)................................ 17

Printing Cards............................................................................................................................................................. 18 

Using Notes and POS Notes................................................................................................................................. 20 

Text / Email messages to Clients.......................................................................................................................... 22 

     Setting up for Text / Email Services – Initial one-off setup ................................................................ 22 

     Selecting Your Clients to Send Text/Emails to ......................................................................................... 23 

     Preparing Your Message .................................................................................................................................. 24 

     Removing Clients................................................................................................................................................. 26 

     Sending Messages ............................................................................................................................................. 26

Linking the Client to a Club .................................................................................................................................. 29 

Linking the Client to a Debtor Account............................................................................................................. 30

Frequently Asked Questions about Contact Clients .................................................................................... 31 

Frequently Asked Questions about Text and Email....................................................................................... 32 

Appendix A - SMTP addresses ............................................................................................................................. 34