It’s that time of year again and you need to send out your Holiday cards. For those of you who may be having trouble we thought we’d try to help. You have the cards but you need to print your labels or envelopes. We can provide you with both a #10 envelope and 5160 label template ready for you to load if you don’t have one yet.

Follow the instructions below and you can have your cards in the mail in no time!

Create a Correspondence titled Holiday Cards:
• Go to “Admin Tab”
• Select “Correspondence/Emails” under “Manage Marketing Attributes”
• Click “Add Correspondence Letters/Emails”

o Type ~ Correspondence
o Name ~ Holiday Cards
o Active ~ Yes
o Merge Type ~ Standard

• “Save”

Under Message Body
• Click “Add Merge Documents”
• Click “Browse” find the envelope or label you would like to load (make sure you’ve saved a copy
of the attached items)

o For Envelopes
 Document Type ~ Letter/Envelope
o For Labels
 Document Type ~ Labels

• “Upload”
• “Save”

From this point all you need to do is create your Contact Group (using Segmentation) to include who you would like to receive the Card. For this example we’ll send to all Owners.
• Go to “Admin Tab”
• Select “Segmentation” under “Contact Tools”
• Change drop down to “Create New Query”
• Under Define Query

o 1st Drop Down ~ Relationship
o 2nd Drop Down ~ Equal to
o 3rd Drop Down ~ Owner

• Click “Add”
• In the “Query Name” Text Box, name the query (ex. Holiday Cards)
• “SAVE”

You will then want to Create a Contact Group for this Query:
• Select the Query you just created from the Select Query drop down box
• From the “Append Contacts to Group” drop down choose “Add New Group”
• In the “New Group Name” Text Box name the group (ex. Holiday Cards)

You have now created a Contact Group so you can go to the Action Scheduler and Schedule the cards to be printed.
• Go to “Admin Tab”
• Select “Action Scheduler” under “Contact Tools”
• Click “Schedule New Action”

o Action Type ~ Correspondence
o Correspondence ~ Holiday Cards
o Schedule Date ~(Today’s Date)
o Occurs ~ Defaults to “Once Only”
o Contact Group ~ (ex. Holiday Cards)

• “Schedule Action”

You have now scheduled the Cards and they will populate in Fulfillment for you to print.

Happy Holidays!

Chrissy

Focus3 Outlook Integration

• Overview

Focus3’s Outlook integration feature allows clients to send and receive messages from Outlook and track those communications within F3 SalesManager.

After the Focus3 Outlook plug-in is installed, a new button will appear in the Outlook toolbar. Users may select a message and click the new button to send a copy of the selected message to F3 SalesManager.

The message will be associated with the email address of the sender or recipient in F3 SalesManager and will be displayed as a Completed Email Action on the Contact’s Summary page.

• Supported Operating Systems

Windows Vista
Windows XP

• Supported versions of Microsoft Outlook

Outlook 2007
Outlook 2003

• Requirements

Internet Connection
Active Focus3 User Account

We are all excited to announce our next release – Version 6.0. Just a quick overview for everyone:

• Multiple Phone Numbers & Emails
We have added the ability to store multiple phone numbers and emails for each contact. You will notice a link for each on the View/Edit Details page for the contact records. There is also a field to indicate whether emails should go to the primary email address only or to all email addresses for a contact.

• Contact Updater
We have added “Inquiry Type” to the options in the Contact Updater function.

• Contact Printable View
You asked for it — there is now a “Printable View” link on the Contact Summary page for each contact record. This will open a new window with the information from the Contact Summary page, including the Action History, with the full contents of the Notes fields.

And last, but not least —
• Outlook Integration
Beta version of our Outlook Plug-in is completed. We will be working with each community individually on their installation. If you are interested in integrating your Outlook email, both sent and received, with your Focus3 prospects, please contact us at support@focus-3.com so we can place you on our schedule.

We look forward to your feedback.

Thank you!