Contents

Installation. 1

Running CardWare for the first time. 1

Recipient window Introduction. 1

Birthday Greeting Print Introduction. 4

Entering Dates. 4

Greetings without a year. 5

8.5-by-11-inch Greeting Certificates. 5

Birthday Milestone Settings. 6

Print Preview.. 7

Card Insert Printing Introduction. 7

Card Insert Templates. 7

Greeting Card Insert Selection Window.. 8

Personal Message. 9

Choosing Different Card Insert Content 9

Saving a Modified Card Insert 11

Locating a Saved Card Insert 11

Previewing a saved Card Insert Template. 12

Creating a Customer database. 12

Import Contacts. 14

Mapping Window Instructions. 14

Finding Names after importing or Saving Names to List 15

Importing from Excel 15

Import names and dates saved in a previous version. 17

Import reports from previous version. 18

Backing up the Name List 21

step-by-step to Moving Saved from one computer to another. 22

step-by-step for inserting names from earlier program using backup and restore. 22

Step-by-step guide to Import names from a prior version using Utilities. 23

Customer Database Tools. 23

Birthday Reminder Setup. 25

Printing, Printing labels, lists, email, pdf 26

Print Options. 26

Print 27

Print Labels. 27

Print List 28

Email Greetings through www.News-of-the-Past.com or www.Clientbirthday.com..