Set-up, Field Names

 

 

The twelve data fields at the bottom of the address set screens, just above the final block of comment lines, may be set-up with prompts of your own choice, then used for ordering your records on screen (see “Clients, Searching and Sorting”), for selecting records for mail shots, e.g. to select by the client’s religion or some other criteria not included elsewhere (see “Mailshots, Bulk Selection of Clients”), and for analyses (see “Reports, Client, Mailshot Analysis”).

 

There are six user-definable fields where the answer must be selected from a drop-down (e.g. “New entrant?” – select “Yes” or “No” from a list of pre-defined answers), two free-format ones (e.g. where the answer can be anything, such as a house name), two numeric fields and two date fields (e.g. “Last review”, but most commonly used for your clients’ “Next contact” and “Last contact” dates).

 

For example, you could change one of the option prompts to “Smoker”, then set-up pre-defined answers in a drop-down (e.g. “Yes”, “No” and “Occasional”) and a help message at the bottom of the screen (e.g. “Is this person a smoker? ”).

 

To set-up your field names, starting from the Set-up Field Names screen…

 

 

The revised set-up will apply to all address sets based on that fundamental type. For example, if you have used the fundamental address set type for “Clients, Individual” to create another set called “Clients, Fred’s”, then whatever fieldnames you set-up for “Clients, Individual” will also appear on the “Clients, Fred’s” screen.

 

Additional Mailshot Fields

If these twelve user-definable fields 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 (see “Clients, Additional Mailshot Fields”). To make this screen appear, starting from the flat view of any address set screen…

 

Changing Mailshot Data

To change the existing mailshot data held by a large number of client records see “Mail Shot, Bulk Change Mailshot Data”.