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How do correspondence languages within Class work?

No Comments Posted on 10/08/18 in Category

Class is not a multilingual, however all the products sold that are set up within the price list including tuition, accommodation, transfers and sundries can be named in the relevant languages in order for invoices and documents to be produced showing the booking details in the required language.

There is a helpsheet (no.HS126) which covers this.  Please click on the following link to view or download helpsheet – HS126 Enrolment – Correspondence Languages.docx

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How do I produce a batch of host family confirmation letters?

No Comments Posted on 10/08/18 in Category

There are two stages to this progress:

Create a document template
Create a quick report to find the hosts in order to merge the documents

There is a helpsheet (no.HS054) which covers this.  Please click on the following link to view or download helpsheet – HS054 Documents – Host Family Confirmation Letters.docx

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I need to produce a list of agents to email a mailshot?

No Comments Posted on 20/08/15 in Category

Within Class you would need to create an ‘Agent’ type document, inserting all text and required merged fields that you wish to include on the mailshot.

Then within an ‘Agent’ type quick report, add the fields and criteria to the report including the agent email address a (so that you can see agents that you might not have email address for).

Then select on ‘Search’ to display all the Agents that match the selected criteria.

You will then have the option to select ‘Send Document’, search …

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How do I create/amend the layout of a Master Invoice?

No Comments Posted on 16/07/15 in Category

All master documents work in the same way.  Each master document consists of a Word document with a Class header record that identifies and controls its use in the system.

There is a helpsheet (no.SQL082) which covers this.  Please click on the following link to view or download helpsheet – SQL082.net Creating Master Invoice.doc

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Is there a way in which to change the date format on a document?

No Comments Posted on 16/07/15 in Category

You can choose any variety of date format to insert into your document templates, depending on your preferences.

If you would like to change the date format of a field in your document, you would highlight the merge field, and then click on Field Formatting in the Word Edit box.

Once you have clicked on “Apply” in the Word Edit box your document template will have the addition on the merge field, and when you come to produce your document, the appropriate …

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How would I print or email host family confirmation letters for a group?

No Comments Posted on 16/07/15 in Category

You would need to create an “Enrolment” quick report

Adding the “Group Name” field and selecting criteria “Equal To” and then a specific group name.

This will then report on all students that are booked within the group, and then from here you have the facility to print or email a confirmation to the host.

There is a helpsheet (no.HS056) which covers this.  Please click on the following link to view or download helpsheet – HS056 Groups – Host Family Confirmation Letters.docx or please watch …

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I need to produce a list of host families to mailshot or email?

No Comments Posted on 03/06/15 in Category

Firstly you must of created your master document with the details that you are wanting to email the host families with.

Then within quick reports select the “Report Type” “Accommodation” and add the relevant fields, then once you have run the report you then have the facility to send the document from the report and this will then immediately up date the host families profile with this document.

There is a helpsheet (no.SQL042) which covers this.  Please click on the following link …

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What does Purge Processed Documents mean?

No Comments Posted on 20/05/15 in Category

This is a way in which to remove old processed documents from Class.

There is a helpsheet (no.SQL139) which covers this.  Please click on the following link to view or download helpsheet – SQL139.net Purging Documents.doc

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What does the Document – Batch Processing do?

No Comments Posted on 20/05/15 in Category

This enables unsent documents to be merged and sent all together, a mix of print and email can be handled by the system.  Also a wide range of selection options is available.

There is a helpsheet (no.SQL218) which covers this.  Please click on the following link to view or download helpsheet – SQL218.net Document Batch Processing.doc

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Can we create are own class registers?

No Comments Posted on 18/12/14 in Category

Within Class you are able to create your own class lists and registers the templates are set up within Documents>Classing.

There is a helpsheet (no.SQL162) which covers this.  Please click on the following link to view or download helpsheet – SQL162.net Classing Master Documents.doc

 

 

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