• How Do I Print Records And Documents?

    Answer: QuickTracer prints record data from the current selection of client records that you have in the clients table when printing. Most of the reports and merge documents allow you to sort the records for the current selection before printing.

    Working with a selection of records is a     key concept when using the software. There are several different methods that you can use to group records that you want to work with including, applying a particular Status to the records or Flagging the records you want to work with. You can also create a selection of records from the Find function that will help you to create groups of records, or for searching for any of the records from the entire data set. How you work with the records is up to you. You can try selecting the records using different methods when determining what will work best for you.

    Please look over the     Users Manual for additional information on using a Selection of records and also for printing the different reports and documents.

    You do not need to change any of the documents in QuickTracer unless you want to. The data from each record that you have in the current selection will be merged on to any of the documents that you print

    Also, please be sure that you enter your Name and Address information in the QuickTracer Setup window. This information is used for certain reports and for return address information.


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