(Next to the Attachment button)
This option is only available for Main customer records and the user must be set to a Referral user in >Utilities>System Options>System Wide>Buying Groups>Enable RFMS Referral for User
Name: This name is pulled from the default store code information. This information prints on the cards using the 2”X 3 1/2” setting. The information can be changed here.
Address #1/#2: This name is pulled from the default store code information. This information prints on both card options. The information can be changed here.
Telephone: type this in as all numbers with no dashes or spaces (##########) the system will add the formatting.
Card Size: 2” X 1 5/8” This size accommodates custom printed cards printed by some buying groups for its members. The Company name is pre-printed on the cards, so the store name does not print with this option.
2” X 3 1/2” This corresponds to Avery product number 8371.
Message: The message entered here will print on the top left hand corner of each sheet of referral cards. The message can be around 215 characters.
Preview: Select this option to preview this list before printing.
Comments
Article is closed for comments.