Use Case X-mas Card Labels

Version 2.4

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openCRX is the leading enterprise-class open source CRM suite. openCRX is based on openMDX, an open source MDA framework based on the OMG's model driven architecture (MDA) standards. This guarantees total openness, standards compliance, a state-of-the-art component-based architecture, and virtually unlimited scalability





List of Figures



List of Listings



1 Enter Contacts

  • From the fly-in menu, start the wizard Create Contact:

  • Enter contact data with address:

  • click the [Search] button to check for duplicates

  • if no duplicates are found, click the [Create New] button; otherwise, select one of the duplicates, update data, and then click [Apply Changes]

2 Create Address Filter

  • Navigate to [Accounts > Address Filters]:

  • From the New menu in the pane [Address Filters], select the entry Address Filter:

  • Enter the name of the address filter, e.g. Postal Addresses, and then click the [Save] button:

  • Navigate to the newly created address filter (click the operation result):

  • From the New menu in the pane [Filter Properties], select the entry Address Type Filter Property:

  • Define the filter as shown below and then click the button [Save]:

3 Create Address Group

  • Navigate to [Activities > Address Groups]:

  • From the New menu in the pane [Address Group], select the entry Address Group:

  • Enter the name of the address group, e.g. X-mas cards 2009, and then click the [Save] button:

  • Navigate to the newly created address group (click the operation result):

  • Start the wizard Import Addresses:

  • Select the desired address filter from the drop down, e.g. Postal Addresses, and enter the number of addresses you want to import.
    Click the button [Import] to add the filtered addresses to your address group:

  • Alternatively, you can add addresses manually with the entry Address Group Member from the New menu in the pane [Members]:

  • To remove addresses you can either delete the respective address group member or disable it; if you disable an address group member you can also provide a reason for disabling it, e.g. “move abroad – new address unknown”.



4 Create Campaign

  • Navigate to [Activities]

  • From the File menu, start the wizard New Campaign:

  • Enter the name of your campaign, e.g. X-mas cards 2009:

  • Click the button [Create]

5 Create Mailing Activity

  • From the fly-in menu, start the wizard Create Activity:

  • Populate the form as shown below and then click the button [Create]:

  • Once the mailing activity has been created, you will be forwarded to it:

  • Next, we add the previously created address group as a recipient to this mailing activity. Select the entry Address Group from the New menu in the pane [Recipients]:

  • Select the address group X-mas cards 2009 with the auto-completer and set the recipient type to Addressee as shown below. Click the button [Save] to complete this step.

6 Create X-mas card labels with Mail Merge Wizard

  • From the Tools menu, select the entry Mail Merge --> RTF Document:

  • Select the desired template from the drop down and then click the button [OK] to start the mail merge process:

  • Download the (zipped) RTF document and then open it with any word processor that can read RTF files (OpenOffice Writer, MS Word, etc.):






License

The contents of this file are subject to a BSD license (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.opencrx.org/license.htm

Copyright 2009 © CRIXP Corp. All rights reserved.

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