SELECT FROM THE MENU BAR CONTACTS THEN SETUP
THEN SETUP CONTACT LITERATURE.
An example of Literature is a Brochure or
Use the New Literature button to add a
Literature and the Edit and Delete buttons to edit and delete a
Each Literature must have a status.
Inactive Literature will not be available when recording a new
The system will warn you if you are deleting
a Literature that is used in a contact record.
If you edit a Literature, all the contacts
that requested the Literature will also be edited to the new
Make sure to save your changes to update the
system or use the undo button if you are unsure of your changes or you
do not want to save your changes.
Literature may include anything from
brochures to user manuals and is not restricted to paper items.
This function is useful if your company sends marketing,
information or products to leads and/or customers frequently.
You can print a list of all Literature that must be sent by a
specific date range. Also,
you can print mailing labels for all those who have requested
literature. AGENCYWAREkeeps track of when literature was requested as
well as when or if it was sent out.