Communication with your contacts is essential to the success of your business. Personalized business letters and mailers show your contacts that you really appreciate their business. This can generate more sales for your company.
The files you export from the Card File contain the information you enter in the Card Information window. They include the card's name, addresses, phone and fax numbers, contact name, salutation and, if applicable, balance and overdue balance amounts.
Two fields in the Card File Entry window, Contact Name and Salutation, can be helpful if you intend to create personalized letters using your word processing software.
If a card is indexed by a company name rather than an individual name, you can enter the name of a contact person in the Contact Name field. Then, when you import the card's data, you can send letters to a specific person at that company.
Similarly, by using the Salutation field, you can enter a preferred name for your contact person. This will be used in the salutation instead of their formal name.