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Part 6 – Other Features and Functions
Save the document in a folder on your hard drive. Be consistent. We suggest that you create a folder specifically
for Direct Mail documents. You may wish to create a new folder under My Documents, named “Direct Mail”.
Saving all of your Direct Mail documents in that folder will allow you to reuse documents for future mailings.
Close Word 2000.
Step Two: Start Direct Mail
In the Quantrac 2005 menu bar, click the item Functions. Select Direct Mail. If Microsoft Word 2000 is running on
your computer, you will be prompted to save any open documents and close that program. Direct Mail will not
operate if Word 2000 is busy with other documents/tasks.
The first form presents three options for selecting customers to receive the mailing.
a)
Select from all of your established customers
You can build a list of potential recipients from your entire customer base. Within that base, you have the
ability to narrow the list of recipients by entering selection criteria. Follow the on-screen prompts and
instructions to see the power of this module.
b)
Select from potential customers
You can build a list of potential recipients from your Sales Leads prospects (those for which you have
created a Sales Lead, but have not established yet as a customer) Within that category, you can also narrow
the list of recipients by entering selection criteria.
c)
Select from a previous mailing
If you have produced a previous mailing, you have the capability of creating a new mailing based on the
previous selection criteria. On-screen instructions will prompt you through the process.
Step Three: Produce the selective mass mailing
The actual process required to produce selective mass mail items has been fully documented in the on-screen
procedure. A list will be created and displayed for final manual selection of the customers to receive the
correspondence from you. Simply follow the on-screen instructions for each form to completion.
The last on-screen step includes locating and selecting the actual Word 2000 document to be used. If you have
saved the Word document in a special folder on your hard drive, location will be easy. As soon as you locate and
select the document, you will be given the option to produce a sample (using the first recipient from the selection)
or to print the entire mailing. At that point, Mail Merge will take over, producing the document for each of the
recipients from your selection criteria. Note: This is a very intensive process. We recommend that the actual
production of mail merge documents be done after normal business hours.
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