The Call Manager Wizard gives you means to produce a list of members from your phone address database and output it to a number of formats. Here is what it will do:

1. Allows you to choose by type (customer, supplier, prospect etc) and further filter it by a special filter you can allocate in the Phone/Address screen plus; customer grading, between two contact dates, by state, by postcode and city or any combination. Alternatively you can produce a list by customer sales (sales over a predetermined value) or produce debtor control lists based on either short term (7, 14, 21 days etc) or by month. Figure 1 shows what this screen looks like.

2. Allows you to choose the output type; browse on screen, print a list, print letters (from 1 of six standard letter forms and an unlimited number of letter text templates), produce labels, email to a list of recipients, export to a file as in Figure 2.

Figure 3 shows a typical email scenario:

• Choose from one of thousands of different email messages

• Change the subject to what you want

• Add the salutation and preferred first name (which will come from the phone/address database)

• Add header and footer – this is where you can personalise any or all of the emails headers or footers for each recipient

• Add an attachment file if you wish (some of our clients attach specials lists etc)

Figure 1

Figure 2