In addition to creating files that can be viewed and printed from within QuickFill, you can also create files for use in other programs (i.e., word processing software, database software, postal presort software, etc.).
Labels:
The "Label Groups" button on the 'Labels' tab provides the ability to create a dBASE file from any label file (issue labels, promotional labels, one-shot labels, renewal labels, group subscription labels, and subscription agency labels). QuickFill also provides the ability to automatically create dBASE files each time you run the 'Issue labels' update instead of creating the standard QuickFill issue label files. Click here for a list of the fields included in the dBASE files.
Reports:
The "Export to Excel" button on the 'Reports' tab of 'Print saved reports' (located under 'Reports,' 'Print…') provides the ability to create a Microsoft Excel spreadsheet from any QuickFill report. Click here for more information on exporting QuickFill reports to Excel. (Note: this feature is not available for Windows 95 operating systems.)
Forms:
You specify the format that you would like to use for bills, renewal notices, and credit card charges as part of your definitions. Unlike labels, you cannot change the format of forms after they have been created. (You can however, change your definitions to affect changes for subsequent updates.)
Bills
You specify the format for bills in the billing package definition. The standard format produces bills that can be printed and viewed from within QuickFill (click here for a sample bill). You can customize the standard bills using the QuickFill Form Designer.
Alternatively you can create mail-merge bills, in which case QuickFill produces delimited or dBASE files depending on the 'Mail Merge' tab of the 'Preferences' definition screen. Multiple files are produced if you run the 'Billing' update for more than one publication at a time, you use different formats or you use different 'Form set codes' in your billing package definitions. The files produced are put in your mail merge directory specified on the 'General' tab of the 'Preferences' definition screen. The 'Billing update' report provides details on these files.
Click here for further information on mail-merge bills.
Renewal notices
You specify the format for renewal notices in the renewal package definition. The standard format produces renewal notices that can be printed and viewed from within QuickFill (click here for a sample renewal notice). You can customize the standard renewal notices using the QuickFill Form Designer.
Alternatively you can create mail-merge renewal notices, in which case QuickFill produces delimited or dBASE files depending on the 'Mail Merge' tab of the 'Preferences' definition screen. Multiple files are produced if you run the 'Renewal notices' update for more than one publication at a time, you use different formats or you use different 'Form set codes' in your renewal package definitions. The files produced are put in your mail-merge directory specified on the 'General' tab of the 'Preferences' definition screen. The 'Renewal update' report provides details on these files.
Click here for further information on mail-merge renewal notices.
Credit card charges
The format for credit card charges is specified in the company definition. These formats result in the creation of a file that can be used with credit card processing software. Only one file is created, regardless of the number of publications involved, and it is put in your mail-merge directory specified on the 'General' tab of the 'Preferences' definition screen.
Click here for more information on the available credit card charge formats.
Order acknowledgements – gift recipient notifications:
When you run the 'Order acknowledgements' report, you can create a file with acknowledgements that can be printed from QuickFill or a file with acknowledgements that can be used for mail merge. The format for acknowledgements is determined by the billing package definition (for the first billing package) linked to the billing series used to create the acknowledgements. When using the mail-merge formats, QuickFill produces delimited or dBASE files depending on the 'Mail Merge' tab of the 'Preferences' definition screen.
In addition, regardless of the format for your acknowledgements, QuickFill provides the ability to create a dBASE file from which gift recipient notifications may be produced.
Click here for more information on the 'Order acknowledgements' report.
Standard blanket renewals:
When you run the 'Standard blanket renewals' report, you can create a file with blanket renewal notices that can be printed from QuickFill or a file with blanket renewal notices that can be used for mail merge. The format for standard blanket renewal notices is determined by the renewal package definition linked to the renewal effort used to create the blanket renewal notices. When using the mail-merge formats, QuickFill produces delimited or dBASE files depending on the 'Mail Merge' tab of the 'Preferences' definition screen.
Click here for more information on the 'Standard blanket renewals' report.
Journal extract:
When you run the 'Journal extract', QuickFill generates both a report that you can print and view from within QuickFill and a file that you can use to post accounting entries to your accounting software. The journal extract file is created with a 'Comma-delimited', 'dBASE', or 'Peachtree' format (as specified on the 'Companies' definition screen) and is put in your reports directory as specified on the 'General' tab of the 'Preferences' definition screen.
Click here for more information on the 'Journal extract'.
Exports:
QuickFill also provides the ability to export customer, subscription, and prospect data. The files produced by QuickFill's exports are put in your mail-merge directory specified on the 'General' tab of the 'Preferences' definition screen.
The 'Customer export' produces a record for each customer with his or her name and address information. Click here for more information on the 'Customer export', the 'Customer export using qualification filter' , or the customer export formats.
The 'Subscription export' produces a record for each subscription. The file contains all of the information for a subscription and may include, depending on your filter selections, the customer name and address fields. If you have the audit system, you can also include qualification data fields in the export file. Click here for more information on the 'Subscription export', the 'Subscription export using qualification filter', or the subscription export formats.
The 'Prospect export' produces a record for each prospect with his or her name and address information as well as the prospect date, list, and associated publication if any. If you have the audit system, you can also include qualification data fields in the export file. Click here for more information on the 'Prospect export' or the prospect export formats.
ODBC:
In addition to using files created by QuickFill, you can use ODBC (open database connectivity) to access information in your database and create your own queries and reports with any ODBC compatible program (such as, Microsoft Access, Microsoft Excel, Seagate Crystal Reports, etc.). Click here for more information about ODBC and QuickFill.