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When you are creating projects for multiple customers, it is important to be able to keep each customer's information separated. PrintingPress Pro Extreme makes this easy with the Customer view. In this view, each customer is given a folder. Each time you create a project for that customer, it is listed in the customer's project list. The project list displays each project's name, due date, the number of hours that you and your employees have been working on the project, the current status of the project, the project fee, the fee status, the project's designer (you or one of your employees), the project's printer (also you or one of your employees), the start date for the project, the total number of pieces of stationery printed for the project and the cost for the project (stationery, add-ons, etc.).

To edit the project's information, choose Edit Project Info in the File menu and edit the information in the Project Information window:

You can create your own projects as well as projects for your customers. These projects will be listed in the green "My Projects" customer folder. To view all of your customers' projects at once, click on the blue "All Projects" customer folder. All the projects on your computer will be listed.

To create a new customer, just choose Add new customer in the Customers menu and enter the customer's information in the Customer Information window:

To view a project's stationery or Mailing List, just select the project in the list and click on the Stationery or Mailing List button in the icon bar to the left.

Each customer has their own address book, so when you want to view a particular customer's address book, you must first select the customer, then click on the Address Book button in the icon bar. You can then import addresses from a *.csv file or a *.txt file or manually enter them.

To view your own address book, select the green "My Projects" folder and then click on the Address Book button in the icon bar.

 



 
   

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