You can export address data for all kinds of purposes and use it for emails, form letters or a simple lists. To export addresses go to Persons/Export Addresses:
After you have selected the group of people, PC CADDIE will automatically export the data to the file PERSONEN.DOC. This is a standard file and cannot be changed.
To export a single person, select the relevant person’s mask and click on the Word/Export button from the right if you want to export to word and on the Writer/Export button if you are working with OpenOffice.
In the next screen select Export only this address and confirm with OK.
The address will be copied to the windows clipboard and can be pasted into any kind of text document; press Ctrl + V to paste.
It is also possible to write a letter to the selected person. Select the second option Create automatically a letter , choose a letter template and confirm with OK:
After this, the letter, including the address data, will open in Word. You can now write your letter in Word as usual, print it, and save it to the person's CRM window.
More details to the CRM\DMS-Module can be found here: CRM\DMS
ou can only use this function if the correct data protection regulations have been set. EU General Data Protection Regulation with PC CADDIE
When using the export function Persons/Export Addresses, all e-Mail addresses are being copied to the clipboard during the output process. This makes it really easy to send out circular e-mails to all your members:
HINT: Email the start list to all participants of a competition: Open the competition mask and click Print to open the next window where you click the button Internet:
You will get a confirmation screen showing you that the HTML-file is being generated:
Please select Open in target directory in the following screen:
An explorer window will open up with a LIST-file. This is the start list as HTML-file which can now be sent out as an e-mail attachment (use right-click):
HINT: You can also send out a start list as PDF file, as this may look a lot more appealing. Follow the above mentioned steps to export the addresses of your tournament participants and attach the previous created start list as a PDF file to your e-mail.
More and more often circular mails are marked and declined as “SPAM” by the provider.
The solution is this e-mail program: SuperMailer.
The special export helps putting all the person data into a special file format.
If the special export is activated, the special export file will always be created additionally while exporting person data.
This function does not work at the moment because PC CADDIE transfers the data to Google and Google has changed the interface again.
It is just as easy to get a map overview showing the home address of all members. Start an address export of all members via Persons/Export Addresses and then click on Export. Next, click on the Map button.
A Google Maps where all members are marked will open automatically: