Printing Customer Reports

Note: When printing rolodex cards, you should use continuous form cards.

  1. From the Master Menu, double-click . The Keyop Menu opens.

  2. From the Keyop Menu, double-click . The text-based (+) Special Programs screen opens.

  3. Type A in the Enter Program Request field. The (SPA) Special Customer Screen opens.

  4. In the (SPA) screen, select the [R] Print Rolodex action code.

  5. Type Y in the By Cust field to print each customer's card one at a time. This lets you view and confirm each customer's information before the card prints. Type N to print all of the cards at one time.

  6. Set limits for the rolodex cards that print, as needed. To print rolodex cards for all of your customers, press Enter and go to Step 8. You can press Tab to skip any limits you do not need to set.

  7. Use the Select On and Change To columns to set additional limits. For example, to print rolodex cards for customers in a particular state, tab to the State field and enter the state abbreviation. Tab past the Change To column. You can set as many limits in the Select On column as needed. To skip these limits, press Enter and go to Step 8.

  8. At the Are You Sure prompt, type Y.

  9. At the Copies prompt, enter the number of copies to print.

  10. At the Printer prompt, enter the logical name of the printer to use.

  11. Type N at the Print Labels in Acct Number Order prompt to print the cards in customer name order, or type Y to print the cards in customer account number order. Information displays for each customer who meets your limits.

  12. If you entered N in Step 5, cards for all customers who meet your limits print. Go to Step #. If you entered Y in Step 5, each customer who meets your limit displays, as does the Print This One Prompt. Type N to skip a customer, or type Y to print a customer's card.

  13. At the End Of Records prompt, press Enter to return to the action code field.

 

See also:

About Rolodex Cards

In the (+A) Screen

Using the (+A) Screen