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Customer Info. & Mail: You can enter new opportunities or edit information on previous opportunities through Customer Info & Mail. Select the Customer Info & Mail icon on your desktop and enter your password. Select Customer Maintenance from the administration menu.

When using our networking software on a LAN or WAN this will cut down on the congestion at the UpBoard. Sales people can then enter information on an opportunity at a later time or from a networked PC. All they need to do is answer the four basic questions and if they have a customer they want to enter later (because they are too busy with new customers), enter only the customer’s last name. They can go back at a later time when it slows down or at the end of the day or to a networked PC and look up that opportunity and enter or modify the information.

Labels: Using TRAX to print mailing labels. Select the Customer Info. & Mailing icon from the desktop select the customer mailing list from the administration menu and choose the retrieve button. This will bring up a list of your customers.

Select file from the top and then select save this will prompt you for a name and

what type of file you would like to save. Type in the name that most describes the file and then select text with headers or Excel with headers if you prefer from the drop down menu and save.

From here simply locate the file I suggest saving to the desktop so you can easily find it and import into Word. There you can print the labels. This procedure can also be done through TRAX Maintenance as well.

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