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PROCEDURE MANUAL
14
Page 4 of 250
CLIENT RECORDS ON PPMP ................................................................................................................................................... 155
14.1
14.2
14.3
14.4
ADDING A NEW CLIENT TO THE COMPUTER ..................................................................................................................................... 155
ENTERING CLIENT DETAILS ........................................................................................................................................................... 157
CLIENT EPISODE DETAILS ............................................................................................................................................................. 159
TO START A NEW EPISODE ........................................................................................................................................................... 160
15
COMBINE 2 CLIENT RECORDS INTO ONE ................................................................................................................................ 162
16
CREDITS / REFUNDS .............................................................................................................................................................. 165
17
DATA PATH ........................................................................................................................................................................... 167
18
DEPOSITS .............................................................................................................................................................................. 168
18.1
18.2
18.3
18.4
RECORDING A DEPOSIT ............................................................................................................................................................... 168
PAYMENT USING DEPOSIT............................................................................................................................................................ 169
REFUND TOTAL DEPOSITS ............................................................................................................................................................ 171
TRANSFERRING DEPOSIT TO ANOTHER EPISODE ................................................................................................................................ 173
19
DIARY LAYOUT & COLOUR..................................................................................................................................................... 174
20
EMAILS .................................................................................................................................................................................. 176
20.1
20.2
20.3
20.4
EXPORTING CLIENT EMAIL ADDRESSES ............................................................................................................................................ 176
EMAIL SETUP ............................................................................................................................................................................ 179
SENDING EMAILS (YOU CAN SEND INDIVIDUAL EMAILS OR BULK EMAILS) ............................................................................................... 181
BULK EMAIL.............................................................................................................................................................................. 182
21
FLAG 1 & 2 SETUP .................................................................................................................................................................. 186
22
LIST AND LABELS ................................................................................................................................................................... 188
22.1
22.2
23
LABLES SETUP ........................................................................................................................................................................... 188
LABLES USE .............................................................................................................................................................................. 194
MAILOUT .............................................................................................................................................................................. 197
23.1
23.2
23.3
MAILOUT NEW EPISODES ............................................................................................................................................................ 198
MAILOUT - LIST OF CLIENTS THAT HAVE SPENT ABOVE A CERTAIN DOLLAR AMOUNT................................................................................. 199
MAILOUT - USER CLIENT CLASSIFICATION........................................................................................................................................ 199
24
PRINTER SETUP FOR ACCOUNTS & RECEIPTS ......................................................................................................................... 201
25
RECALLS ................................................................................................................................................................................ 205
25.1
25.2
25.3
25.4
25.5
CREATE YOUR OWN RECALL REASONS............................................................................................................................................. 205
SETTING RECALLS ....................................................................................................................................................................... 206
TO VIEW/ACTION RECALLS ........................................................................................................................................................... 207
SELECTING RECALLS BY DATE ........................................................................................................................................................ 209
SELECTING RECALLS BY REASON .................................................................................................................................................... 209
26
REFUNDS / CREDITS .............................................................................................................................................................. 210
27
REPORTS ............................................................................................................................................................................... 212
27.1
27.2
27.3
27.4
27.5
ACCOUNTS BALANCE .................................................................................................................................................................. 212
ACTIVITY REPORT ....................................................................................................................................................................... 213
PAYMENTS REPORT .................................................................................................................................................................... 214
BANKING ................................................................................................................................................................................. 215
STATISTICS REPORT .................................................................................................................................................................... 216
28
SCANNING AND ATTATCHING DOCUMENTS TO CLIENT FILES ................................................................................................ 218
29
SECURITY & PASSWORDS ...................................................................................................................................................... 222
29.1
TO SET PASSWORDS TO REPORTS .................................................................................................................................................. 222