Lightning Bolt Computers (734) 395-9367 http://www.lightbolt.com
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Customer Menu
* From this menu you have choices of maintenance for adding, editing or deleting a customer, word
processing to write form letters, mail labels, and mail merge customer files with your letters.
* MAINTENANCE: is exactly like Customer from the add menu or edit menu.
* WORD PROCESSOR: This is a fun feature word processor to use for writing custom form letters,
thank you notes and requests for payment letters. The word processor comes with templates and a
66,000 word spell checker.
* MAIL MERGE: This function is used in conjunction with the word processor to create mail merge
letters from the customer data base and letter created with the word processor. This is very good for
thank you letters, collection notices or mass mailing from the customer data you have compiled.
* LABELS: is used to create mail labels from the customer data base for the above letters.
Customer Maintenance
You have a number of functions
available to you from the customer
screen. First use the up and down
QRYZ
to highlight any customer
of your choice and press
E
.
* If you wish to look up a customer
by name you can enter in the name or
company and the program will bring
you to that record or closest to it. The
name you type will be displayed in
the lower left box on the screen.
(Back space) will delete letters to the
left of the cursor and move the list
accordingly.
* The
@
function key will change
the list order from last name order to
company order and vise versa.
Searches will be performed on the
order selected.
* The
#
function key will allow
you to add new customer informa-
tion. Type in the appropriate infor-
mation in the field and press
E
to
continue to the next field. Fill in as
much information as possible about
the customer so you can use this
information later for mail and customer information lists. You will be asked to select CUST TYPE, AD SOURCE, INQUIRE and TERMS if you set these options
up in the system configuration menu. Do this by moving your
YZ
up and down to highlight a item and press
E
to select. If the list is longer than can be
displayed in the box it will scroll up or down to show you more. You will also need to select the tax status and price level of the customer. A pop-up box will then
ask you to save or abort your additions or changes.
* The
$
function key will bring up the edit screen on the customer currently highlighted. Here is where you will make any changes to the active customer.
* The
%
function key places counter (floor sale) as the current customer. This is for customers you do not wish to keep records on.
* The
^
function key is used for deletion of the currently highlighted customer. A option box will appear asking you for (YES or NO) to delete.
X
is like NO
and will bring you back to the customer pick screen.
* The
X
key will bring you back to the menu with no changes made.