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Literature Fulfillment
is useful to record any Literature that you may want to send to a
Contact.
An example of Literature you may store in the system is a Brochure or a
Catalogue.
If you select the
Literature button in the contact screen, you can review all the
Literature that has been sent or needs to be sent to the contact.
You will also notice the system keeps track of when and how the
Literature is sent. The
system also keeps track of Literature that has not been sent yet.
To select New
Literature to send first click on the New Literature button.
You will notice a new screen will appear. The system allows you at this time to select the Literature
you want to send by selecting the items with a click of a mouse.
You should at this time select how and when you want the
Literature to be sent.
The question, which
states: “Flag this literature
as being sent?” Yes
or No is an important question. If
you flag the literature as being sent then the literature does not
appear on the Literature Request Reports.
To print a list of all
Literature that needs to be sent out, select Reports from the menu
bar, then Contact Reports then Literature Request Reports.
After you click the Find Now button located next to the date
range, you will see a list of contacts, the type of literature to be
sent and how it should be sent.
Select the contacts by clicking the Select All button or you
may specifically select only those you want, then select the Request
List or Mailing Labels. The Request List will allow you to print a report for those
selected contacts and the Mailing Labels will provide a mailing label
for each of the selected contacts. |
