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.
Installation. 3
PDF Printing Setup. 4
Graph Setup. 4
Email Setup. 4
Running News of the Past Professional for the first time. 4
Recipient window Introduction. 5
Greeting Certificate Printing. 6
Selecting a Greeting. 7
Milestone Setting Option. 8
Print Preview.. 9
Card Insert Printing Introduction. 9
Card Insert Templates. 9
Greeting Card Insert Selection Window.. 10
Personal Message. 10
Choosing Different Card Insert Content 11
Saving a Modified Card Insert 12
Locating a Saved Card Insert 13
Previewing a saved Card Insert Template. 13
Creating a Customer database. 14
Import Contacts. 15
Mapping Window Instructions. 16
Importing from Excel 17
Import reports from previous version. 19
Backing up the Name List 22
Searching the customer database. 22
Print Options. 25
Email Setup. 26
Web Delivery through www.News-of-the-Past.com or
www.Clientbirthday.com.. 29
Printer Setup. 31
Modifying A Greeting. 31
Step-by-Step guide to editing Certificate Greeting Content 32
Step-by-Step guide to editing Card Insert Content 33
The Edit menu. 34
Graph Feature. 35
Utilities. 37
Import reports from previous version. 37
Designer (Desktop Publishing) 39
Graph field in the Report designer. 42
Greeting Templates Examples. 46
