Client Birthday software users guide
Combinations
of applications are covered in this guide. They include News of the Past, News
of the Past Professional, The Date You Were Born, and CardWare.
Note:
Only News of the Past Professional has all features covered herein.
Running News of the Past Professional for the first time
Card Insert Printing Introduction
Greeting Card Insert Selection Window
Choosing Different Card Insert Content
Previewing a saved Card Insert Template
Import reports from previous version
Searching the customer database
Web Delivery through www.News-of-the-Past.com or
www.Clientbirthday.com
Step-by-Step guide to editing Certificate Greeting Content
Step-by-Step guide to editing Card Insert Content
Import reports from previous version
Graph field in the Report designer
The installation procedure is simple. From Windows Explorer or My Computer, browse to the News of the Past Professional CD and double-click on the setup icon to start the installation. Some users may have downloaded News of the Past Professional from the Internet. Replacement downloads are available. To request a replacement, gather details about the original purchase, such as the name in which the order was placed, the name of the program you need to replace, the purchase date, and the purchase location. Email this information along with a request for a download to support@clientbirthday.com.
News of the Past Professional has an option to print greetings to a local PDF file that you can later send as an email attachment or email directly from News of the Past Professional. To facilitate this feature, you need to install a PDF printer driver named BullZip. The BullZip installer ships on the installation CD, or you can download it from http://clientbirthday.com/BullZipPDFPrinter_3_0_0_352.exe. To do so, double-click on the PDF Setup icon.
The graphing feature uses the Microsoft Excel graphing engine. However, note that the graph feature functions only if you have Microsoft Excel version 2000 or higher installed on your system. If you do not have such a version of Microsoft Excel installed on your system, News of the Past Professional prints a replacement database (shared birthdays) in the graph’s place.
You can email the generated PDF greetings directly from News of the Past Professional. To use this feature, you must have a MAPI-compliant email client such as Outlook Express, MS Outlook, Mozilla, or Thunderbird installed and configured as your email client. The email messages will transmit via that client, and you can also keep a copy of the sent emails in your Sent Items folder. An alternative way to send greeting emails from www.News-of-the-Past.com or www.ClientBirthday.com is covered later in this guide.
Once both installations, News of the Past Professional and BullZip, have completed, you are ready to experience the power of News of the Past Professional.
The first time you run News of the Past Professional, a window opens, giving you the opportunity to import names and greetings saved in an earlier version, if you wish. You don’t have to import now. News of the Past’s Utility menu includes options for importing at a later time.
You can do almost everything you need to in News of the Past from a single functional window: the Recipient window, where you can select all your greeting options.
You can send greetings in two ways: The first method is to create a list of contacts by entering the desired names and birth dates, then clicking on the Add Name to List button. Then select (double-click on) the names in the list, and finally click on Print Options to generate the greetings. The second method is to simply enter one name and birth date, and click on Print Options to print a single greeting.
On startup, you will see the Recipient window. This is where it all happens. Creating a greeting is easy. The four steps you take to print your first greeting appear in the yellow labels: