Use Case X-mas Card Labels

Version 2.4

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

Table of Contents

1 Enter Contacts 3

2 Create Address Filter 4

3 Create Address Group 6

4 Create Campaign 8

5 Create Mailing Activity 9

6 Create X-mas card labels with Mail Merge Wizard 11

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.):


Use Case X-mas Card Labels Version 2.4 www.opencrx.org 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 Table of Contents 1 Enter Contacts 3 2 Create Address Filter 4 3 Create Address Group 6 4 Create Campaign 8 5 Create Mailing Activity 9 6 Create X-mas card labels with Mail Merge Wizard 11 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.