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Save re-typing the same thing! Keep a consistent Corporate
Image! Avoid typing errors! Microsoft Word and Excel,
and Maximizer, allow you to set up templates with your own layout,
logo, fonts, and even (if desired!) your signature. We can produce
custom templates that, in addition, will look at the data source of
your choice (for example, Maximizer or your corporate database on
Microsoft Access or SQL Server) and pull through the contact
information of your choice.
Example 1: A Simple Merge into Microsoft Word, getting data
from Maximizer:
In Maximizer, select the customer you want to address. Swap to Word.
In Word, click File > New. The templates have been previously
loaded on your Workgroup Templates folder. Choose Company letter,
fax, memo or e-mail. Click OK. The following dialog box
appears:
If you click Yes, the details are filled in automatically in the
company template:
(if you would like to send a donation to the South
African Guide-Dogs Association for the Blind, their details appear
above)
Example 2: Put Sender and Recipient details into Microsoft
Word from a Custom Database using a dialog box:
In Word, click File > New. The templates have been previously
loaded on your Workgroup Templates folder. Choose Company letter,
fax, memo or e-mail. Click OK. The following dialog box
appears:
From the "To" drop-down list, select a company contact drawn
from the company's Microsoft Access database. Their details are
automatically filled in, but can be overtyped for this letter.
From the "From" drop-down list, select a sender or choose
"New Sender". If you enter a new sender, their details are stored on
your PC and will appear in the list then next time you use this
template. The Delete button is used to remove a sender.
Click OK and the details are filled in automatically in the company
template. The document is also saved to a folder on a pre-set path
in either the "project"" or "internal" folder, with sub-folder as
specified. The file is serially numbered, and its details are stored
on a log file.
Meeting Minutes
Minutes are usually tricky, containing a distribution list,
sequential numbering of headings and paragraphs, and an "Action"
column. We have set up successful minutes templates on Microsoft
Word with these attributes, and even included the meeting number as
the first part of the heading and paragraph numbers.
Other Possibilities
While we have looked at word processors in the above examples, we
also do templates on spreadsheets (Excel and 1-2-3) and Presentation
Graphics packages (PowerPoint and Freelance). For example, we
produced an Excel quotation template for a heavy engineering company
in Randburg and a pricing calculator for a national chemical
company.
You can download a free Excel 2000/XP/2003 spreadsheet for
producing general quotations. It allows you to put in your own price
lists and then select items from those lists when you produce a
quote.
For more information on the Quote Sheet, click here.
Of course, your staff must also know how to use the tools you give
them, so you should also look at Training
them.
Here's a look at how a major organisation's
expensive corporate image (which you've paid for!) is trashed by a lack of templates and
suitable training...
Contact us:
For software training, support and sales –
Sales Director
For templates, programming and database needs –
Development Director
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