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