EOPLEare the first element of the equation. Here is where you keep contact information for each person: position, organization, address, phone, fax and email. A smaller window toggles between showing a person's registrations and a list of others from the same organizationIndividual and bulk letters and email your contacts list of previous registrants becomes a valuable tool for staying in touch with people who have already shown interest in your program User-defined flags create and apply categories to group and identify your contacts Tracking notes and reminders keep tabs of your contacts with people, plan follow-ups and be reminded as those dates roll around.
Reports
Note, Note History, Letter, Bulk Letters, Mail Labels, Custom List Report, Custom Report - Geographic, Custom Report - Organization
Fast finds from an index quickly locate records. Move easily among contacts within an organization.
Individual and group letters, all in the one file, help you track methodically your written communications.
SET-UP: When you install PER you create default blocks for printed headers, footers and introductory paragraphs to confirmations, receipts and invoices. Set preferences for how printing and email are handled with or without preview, letterhead or plain paper, auto-enter telephone area code, tax name and rate, etc. Update utility lets registered users easily move their data into a better-featured file structure as PER grows and improves. Customize entry screens a small thing like being able to choose or add your own photograph background to the entry screens makes a pleasant difference.
Tuesday, October 30, 2007 PER Registrations is a trademark of Hole-in-the-Wall Communications, Vancouver, BC, Canada.
Filemaker, Macintosh and Windows are registered trademarks of their respective owners.