Thursday, July 23, 2009

Students Don't know their ID #s???

As the beginning of the school year approaches and you've completed your Dr. Download, you may find that some of your incoming student's do not know what their Student ID # is and therefore aren't able to purchase on your WebStore.



Solution - Use the FORM LETTERS feature in Tracks to format letters that can be mailed or emailed out to incoming students.



Step 1 - Create you form letter by going to Form Letter Maintenance. Found by going to Reports - Customer Reports - Form Letter Maintenance.


  • Create a letter code (Ex: WS)

  • Type in a description for your letter

  • Type in the text of your letter and insert specific fields into the proper spots by choosing them from the drop down box.

  • To insert the field, select it from the drop down box and then paste it into the text of your letter.

  • Selecting the "Customer No." field will provide students with their student ID numbers that are assigned to them in Tracks.

Step 2 - Go to Form Letter Printing to email or mail out the letters to your students.


  • Each letter that is sent will prepopulate the specific fields into the letter for each child - providing them with their Student ID number.

This is a great way to generate mass emails/letters to all students with their student ID information as well as notify all incoming students of your school WebStore!


If you have questions or want a more in depth look at this functionality - call me!



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