(Available in Deluxe, Diamond and 24karat)
PPSS has a Special Field in named 'User Text'.on the Demographics Tab on the add and edit customer screens:
Application
Buyers can be uniquely identified (and subsequently grouped and found) by the text in the User-Text Field.
Example: Categorize Buyers based upon location
As each new Buyer Record is added or edited, click on the Demographics Tab at the top of the Add or Edit Screen and enter any text in the User-Text Field. Let's add 'West' to 3 customer records to illustrate.
To view and/or print a list of all Buyers located in the West, click Reports on the Main Menu and select Buyers.
All boxes on the ensuing Report Designer Screen should be uncheck. Enter West in the User-Text Field:
Select Print the Report to preview and print the report
or select View the Report to view the list of Buyers in the Main Table:
Practical Use:
Print mailing labels for a select few Buyers by marking each record with a unique User Text then create a Report using the User Text as the search parameter. Print the labels using the option 'Mailing Labels' under Print the Report.
Option:
Only one word or 'string of characters' may be used per Buyer Record. It is possible to create more than one Buyer Record for the same person to use more than one User-Text identifier for that person.
For support please Email the Help Desk