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Consolidated Editor

Form Fields

Source...Select the source from where a document will be used in ProfitSystem®. When a user is in the SOURCE form, i.e. Prospect or Customer or Appointment ..etc) letters/labels/tags/emails/SMSs available will be displayed for that source so the user may select there one to use. If only one entry for that source is created then ProfitSystem© will automatically select it. Each source can be used with specific letter/tag types which are documented here . A email/sms/label/tag will not perform properly when the source or type is not correctly set.

Printer/Type...The printer field instructs ProfitSystem for the type of editor to utilize for add/modifications as well as the printer to use. Printers for documents are setup in the Printer form within Housekeeping. The document's printer defines which dedicated printer to use for printing for letters, tags and labels. Printers have to be assigned to each terminal/PC (in multi-user installations) for specific print job types in Housekeeping->Printers.

  • Letter: A mail-merge letter or Email (with optional email integration). This will allow editing with the built-in ProfitSystem word processor. It does default to a particular printer.
  • Tag: A pickup inventory ID tag, fitting ticket, WinTPS™ laundry or retail inventory garment tag are the examples of software features that utilize labels. It will use the ProfitSystem built-in label/tag editor for modifications. Ttags automatically print to the TAG printed defined in the Printer form.
  • Label((: A mailing label for a customer or prospect. It will use the ProfitSystem built-in label/tag editor for modifications. Labels automatically print to the LABEL printer defined in the Printer form.
  • eMail: A HTML page for sending eMail messages directly from within ProfitSystem to prospects or customers or appointments. With this printer/ type selected, ProfitSystem will turn on it's WYSIWYG HTML editor for the creation of the document. It will use the ProfitSystem built-in HTML editor for modifications. eMail does not automatically print to any printer. eMails created here will become templates when choosing to send eMail to customers and may be chosen from the editor when sending the eMail from the top right template dropdown.
  • SMS: Maximum 160 characters of text. The created SMS text becomes a template for the chosen source. When requesting to send a SMS the user may type in any text then select the template text to be appended. The templates are available from a dropdown in the top right corner of the form.

Description...A descriptive name for the document. Subject (email)…Letters & eMail types may be sent as emails via the BBL Marketing option. They will be sent with the subject entered here.

File...Labels, tags, and letters are actually stored in separate files. Letters have the HED extension and labels are two files with the FRX (the file selected for this form) & FRT extensions. These files should be saved in the ProfitSystem data USER folder. This field will display the name of the separate file selected for the highlighted Tag, Label or Letter. The system can also accept a file with the HTM or HTML extension. This is a internet type HTML file that can be created with a program like Microsoft Frontpage to be used for eMails. This file can contain graphics that are hosted at a web site and look like any other web page. This file must also be stored in the ProfitSystem data USER folder. Emails sent from letters edited in ProfitSystem© will be converted to a TEXT only message with the font being Courier 10, underlining, bolding & other formatting ..etc will be lost when delivered to the recipient.

File Buttons

Select tag button...Use this button to select an existing Tag, Label or Letter file to be used for the highlighted ProfitSystem definition. This button will display a Windows file select dialog. Locate the content file to use and select it. It’s name will then appear in this field.

Create tag/letter button...To create a new tag, letter or label file, click this button and enter a file name. Use a short, descriptive name such as ProspectOneMonth. Once entered you will be taken to the Word Processor to create the letter or the Label Designer for Tags & Labels.

Once a new tag, label or letter is created and saved it’s name should display within the FILE field. If it does not, select it via the Select Tag button for it to be inserted for use within the highlighted tag, label or letter.

Edit tag button...Edits the highlighted Tag, Label, Letter or eMail content file. For labels, this will take you to the Label Designer to edit the label or tag.

For letters, this will show the Word Processor to edit the letter. For TXT format letters, it will start the appropriate editor on the computer.

For HTML documents the system will start the ProfitSystem HTML editor. See the HTML manual for specific instructions on use. ProfitSystem will display a menu when creating a new eMail HTML page. Once the Add/Edit button is clicked the system will present a sub-menu asking for a selection. The options are designed to allow the new email to be created from an existing email page whereby the user could just do the minimum edits Existing eMail: The system will display a Selector box of all the existing eMail documents to allow for the user to pick an existing eMail. Once selected it's copied contents will be displayed within the ProfitSystem HTML editor whereby the user would edit appropriately.

HTML File: The system will display a Windows File Selector box allowing the user to navigate to any HTML file. Once selected it will be copy the contents of the file and displayed them within the ProfitSystem HTML editor whereby the user would edit appropriately. Merge codes may be inserted into the HTML email. No Template: This option will display the HTML editor with a BLANK page, allowing the user to create any page required.

Graphic Note

Graphics for HTML pages are stored on internet web servers. Web servers include the server that hosts a bridal shop's web-site and also include servers from services like Shutterfly, Google Picasa and many others (many free, some paid). Any that allow you to link to a stored image will work within the eMail document created from the ProfitSystem HTML editor. In versions up to ProfitSystem v9, a letter could be a HTML file. In v10 and after this is not suggested. The type of those Letters should be changed from Letter to eMail. Once done, click Edit, the program will copy the HTML file from the hard drive into the eMail table and store it internal HTML page. If will then rename the HTML file on the hard drive by adding .BAK to the filename. (TrunkShow.HTML becomes TrunkShow.HTML.BAK) Also, the field 'File' is cleared on the Letters record so it's not confusing.

Review the Special instructions for tag printing topic for more details on label & tag content.

Form Buttons

Delete…Deletes the highlighted ProfitSystem® tag, label or letter definition. Does not delete the content definition file. Add… Creates/Adds a new ProfitSystem® tag, label or letter definition. Does not add/create a content definition file.

Done…Exits the screen.