Clients,
Additional Mailshot Fields
If the
twelve user-definable fields at the bottom of the address set screens, just
above the final comment lines, are not enough, another forty-two (i.e. 10
drop-downs, 10 free-format , 10 dates and 12 numerics)
are available on an “Additional screen”, as shown below. To make this screen
appear, starting from the flat view of any address set screen…
- Click the “Signpost” button
- Click the “Additional screens”
menu option
- Click and thereby tick the
“Show 30 additional fields” menu option
- Subsequently, click the black
“Curve-right Arrow” button or press the “PgDn”
key
In the
example, shown above, none of the numeric fields have been allocated names
(e.g. “NI Number”). To learn how to set-up field names see “Set-up, Field Names”. Once you’ve set-up
field names you can search on them (except the numeric ones), as shown below,
via the green “Binoculars” button.
You can
also use them for selecting records for mail shots (e.g. to select by the
client’s religion or some other criteria not included elsewhere), as shown
above.
Searching
Numeric Values
If you need
to search on the numeric fields you can do so by exporting them into an Excel
spreadsheet (see “Documents,
Spreadsheet, Output”) and sorting them there via the “A>Z” button.
Edit and
Re-Import to Update Values
Having
sorted and edited them in Excel you can then re-import them (see “Setup, Import”) provided your
export Data Set contains the field “Record”.