Category Archives: Improvements

flowerSoft Silver 2020 New and Improved Features – Post # 1


These are just some of the new and improved features that are included in the 2020 version of flowerSoft.
Features marked with a gold stat like this one smiling-gold-star-thumb, indicate that to our knowledge, no one else can offer them to you free of charge.

(Please note: This is is going to be a long continuing post, as there is no way I can document all the new and improved features flowerSoft 2020 will offer in one sitting!)

Post # 1

flowerSoft2020_LOGIN

  • Suspend” Orderssmiling-gold-star-thumb
    Ability to “suspend” an order in the middle of taking it, if customer needs to get back to you with additional information.  Once the customer can provide that information, you can bring the order back to the point it was suspended and continue the order entry process without having to re-enter any information previously entered.  flowerSoft will now automatically inform you that you have “suspended” orders waiting to be completed.
  • Obituary Orderssmiling-gold-star-thumb
    Give you the ability to save the deceased’s name, visitation location and address,
    viewing dates and times, funeral date, funeral director, cemetery, delivery instructions and many other pieces of information about the deceased.
    The obits feature will also let you generate a “Thank You” list you can provide the funeral director with the name and addresses of those who purchased flowers from you for the funeral.
    You can also generate a “Thank You” letter you can send or give the the deceased’s family which will also show the name and addressed of those who sent flowers for the funeral.
  •  Customer Order Historysmiling-gold-star-thumb
    Display previous orders from a customer and allows you to duplicate the previous order into a new one if needed.  Except from some minor details, like the delivery date and possibly the card message, this feature saves you from having to type all the data required to complete a new order.
  • Customer Recipient Historysmiling-gold-star-thumb
    flowerSoft will display on demand either all the recipients of your customer’s floral gifts or up to the last 10 most recent recipients of your customer floral gifts.
    One displays all the different recipients your customer has sent a floral gift to and the other one the ten most recent recipients.
    One has no duplicate names and the other one may.
    This lists allow you to select the current order’s recipient name and address from the lists and save you from needing to type it into the computer.
    Of course, if the recipient is not on the lists, their name and address will be saved so that it will be available in the future.
  • Alpha-Numeric Account Numbers.  smiling-gold-star-thumb
    Although 95% of your customer account numbers are or will be based on their telephone number digits, as in 9177979144, flowerSoft also allows you to have account numbers that contain a combination of numbers and letters or just letters.
    For example, you can have the account number for a customer be something like GEORGES or GSIMON or GS2020.
    More important, if the customer calls and your clerk happens to ask them for their phone number, flowerSoft will still find the alpha-numeric account.
    For example, if the clerk types in 9177979144 into the account number field and flowerSoft does not find that account number in the database, it will search for the phone number entered in the database and display the correct account number if it is successful in finding a match.
  • “Restricted Use” Accounts.   smiling-gold-star-thumb
    flowerSoft will let your customer determine who can or cannot place orders charged to their account.
    If you or one of your clerks is taking an order from one of your customers with a “restricted use” account, flowerSoft will ask for the name of the person placing the order and check it against the customer’s list of names that are authorized to order in their behalf.
    In addition, since a name is pretty easy to be overheard, a password can also be added to each of the names that are authorized to order.  In such a case, flowerSoft will also ask for the password.  If the name and/or password do not match a name on the list, the clerk will not be able to keep entering the order in the computer.
  • Enclosure Card Codes.   smiling-gold-star-thumb
    flowerSoft allows you to define and unlimited number of enclosure card codes, such as HB for Happy Birthday or HA for Happy Anniversary or WDS for With Deepest Sympathy that not only save you from having to type them but also provide the correct “occasion” for the order.
    So HB will provide “Birthday” as the occasion for the order and WDS will provide “Sympathy” as the occasion.
    In addition, flowerSoft allows to have 3 different formats for your enclosure cards, as well as “long” and “short” cards.  “Long” cards can have up to 9 lines of formatted text.
    While short card are limited to 5 lines of text, they offer the ability to have up to 3 different cards in one order.
  • Enclosure Card Signatures.   smiling-gold-star-thumb
    If you are lucky enough to have a very good business account with a name like Deciphera Pharmaceuticals or Clarence M Kelly and Associates.
    If they place a lot of orders with you,  you will appreciate flowerSoft’s enclosure card signature feature.
    This feature allows to save one or more “default” signatures for your accounts.
    Let’s say for example that Deciphera Pharmaceuticals regularly sends floral gifts to employees celebrating birthdays or anniversaries.
    So today you get an order from Deciphera Pharmaceuticals and they want their enclosure card to to read:
    Happy Anniversary!
    Wishing you Jeff and your wife Cris a very happy anniversary.
    From all your bosses and fellow employees at
    Deciphera Pharmaceuticals
    If they do regularly, you will love the income it produces but you hate the though of you or one of your employees having to type “From all your bosses and fellow employees at Deciphera Pharmaceuticals” each time they place such an order without making a mistake or just because of the amount of time it takes.
    flowerSoft to the rescue!
    With the enclosure card signature feature, you can save up to 4 lines of text as a “default” signature for each customer you have.
    Not only that, but you can have as many “default” signatures for each customer as you feel is necessary.
    So if the customer’s card signatures differ for different occasions, you can have “default” signatures for birthdays, anniversaries, sympathy or any other occasion you can think of.
    When you are entering an order from a customer that has a “default” signature on file, flowerSoft will alert you as soon as you enter the card message area.
    When it comes time to sign the card with the customer’s name, all you or your employee have to do is put an asterisk (*) at the location where you want the signature to begin or in the case of several “default” signatures for a customer, bring up a list of all the signatures and select the appropriate one.
    Nothing could be easier.  You will love this feature!
  • Delivery Dates by Day Name   smiling-gold-star-thumb
    Normally, flowerSoft defaults the delivery date to today’s date, placing it in the field as soon as you enter it.  However, many times the delivery date is not in the date the customer calls to place the order.
    flowerSoft gives you a couple of ways to alter the “default” date it has placed in the delivery date field.
    One is very simple, if the delivery date in the field is 09/13/2019 for example, you can add 1 day to it by hitting the plus (+) key on your keyboard.  You can keep doing this until you get to the correct date or, if you pass it, you can hit the minus (-) key to deduct a day from what is shown.
    However, many times the customer will say “I want the delivery next Wednesday” and now you are left guessing which date that is.
    flowerSoft does allow you to bring up a 3-month calendar by just hitting a key and they highlighting next Wednesday’s date and selecting it.  flowerSoft will fill the delivery date field with the correct date.  Yet, there is an easier way.
    Today is Friday.  If a customer asks for a delivery date of Wednesday, all you need to do is type “wed” in the field and flowersoft will bring up the correct date, 09/18/2019.  If they ask for a delivery date of a week from Wednesday, you type “nwed” and flowerSoft will supply 09/25/2019.
    You can preceed the 3-letter abbreviation of each day by up to 7 “n”‘s as in “nnnnnnnwed” to get a date of 11/06/2019.  Each “n” represents one week from the coming Wednesday or whatever day of the week is indicated by the 3-letter abbreviation.  Of course taking this that far is ridiculous, you are better off bring up the 3-month calendar but for one or two weeks, it is a time saver.
  • Delivery Time Slot   smiling-gold-star-thumb
    This is a new flowerSoft 2020 feature.
    Previous versions of flowerSoft used to provide you with a delivery time field where you could add a delivery time.  The delivery times used to be preceded by a “BEF.” or an “AFT.”, so you would have delivery times such as “BEF. 2PM” or “AFT. 4PM” which were very imprecise.  “BEF. 2PM” could be at 9 o’clock in the morning and “AFT. 4PM” cold be 7 o’clock at night.
    In the 2020 version, flowerSoft will use “Delivery Time Slots” instead of “Delivery Time”.  Delivery time slots will be defined by you the user, based on what works for your particular shop.
    Delivery time slots can range from a couple of hours to several hours.  You decide.
    There are 10 delivery slots available.  You do not have to use them all.
    flowerSoft needs to reserve  2 of the slots.  One, slot #0 when there is no delivery time specified and the order can be delivered any time it is convenient for you.
    The other one, slot #9 is reserved for pick ups and no delivery is required.
    In addition to more flexibility with your delivery times, delivery slots allow you to impose an additional “service” charge if the delivery requested by the customer warrants the extra charge.  For example, if the customer requires that the items be delivered between 9:00 am and 11:am and that creates an additional delivery expense for you, you can associate an additional “service” charge with that delivery slot and it will be automatically charged to the order.
    This is an additional service charge, so if you would normally have a standard service charge, this time slot charge would be added to it.
    This additional service charge can be removed by you or your employee if necessary.
    We want to thank Sam of San Rafael Florist for requesting this new feature.  It is a great idea.  Thank you, Sam.

Tip #214 – Form Letters Using Word & Mail Merge


Tip #214
Form Letters Using Word & Mail Merge

As you probably know, flowerSoft lets you type your own form letters through its database. However, a database is not a word processor and when compared to something like Word, does a pretty poor job of formatting a letter.
A database however, does a great job of locating and selecting records that can then be used to generate the form letters.
In the past, I’ve tried to provide several form letters and let you pick which one you want to use. However, everyone has their own opinion of what the letters should look like and I’ve been making changes to the letters on an individual basis.

I have decided that it is much better for all involved, to let you use Word to write your own form letters and teach you how to use the data extracted from flowerSoft to generate the letters. It is not that difficult.
The examples shown here were created with Word 2007. Other versions of Word should be very similar.
I am also assuming that you will be using your own letterheads for this process. If you are printing on plain paper, you will need to add your name and address to the top of the letter.

Here is how to do it…

  1. Open Microsoft Word (yes, it is required) and create your form letter.

    The first thing you need to do when you open your blank document is to use the line spacing option and select to remove the space after a Paragraph. See below…

    The reason we need to do this is that Word’s mail merge inserts a space after each line of the address block and it just does not look good.

  2. Now type your letter. Just the body of the letter, do not enter a customer’s address or a salutation. It should look something like this…

After you have composed your letter, save it giving it a name that you will remember later. For example, we could call this one “New Recipient Letter”

  1. Now we will need to extract the recipient data in flowerSoft to use with the form letter. Here is how we do that:
  • Go to the Manager’s menu and select the Marketing option. From there, select the Import/Export option.

    From there select the Export Recipients to a CSV file option

    Since this is a letter to be sent to new recipients, we are going to select option #4 of the menu.
    You could also use option #5 if you want but that option will select recipients you’ve delivered to before and might have gotten the letter already.

    Next, answer all the questions flowerSoft will ask…

So not we have our data source for the form letters. Please remember the name and location of the file, you will need it later.
I suggest saving all the data files to the \FSROOT\EXPORT folder, that way you will always know where to find them later.

  1. Now let’s open up the form letter you created before and see what we have to do now.

    Notice the Mailings tab. Click on it.

    Click on the Select Recipients option and then click on the Use Existing List option.

    Navigate to the location where you stored the recipients list. This would be \FSROOT\EXPORT\ unless you used something different, and find your file.

    Once you select the file, Word will pop up the window below asking to verify the data layout.

    Just click on OK. Do not select any other options.

    After you click on OK, Word will display the document again…

    Now is time to insert the data we want to extract from our recipient file.

    The first thing we want to do, assuming you are using a single window envelope, is place the recipient’s address on the letter.

    We do this by selecting the “Address Block” from the Mailings tab.

    You can experiment with the location but I’ve found that entering the data starting 5 or 6 lines from the top of the letter works well.

    Never print all your letters without first checking to see that the customer’s address shows through the envelope’s window.

    Print just one letter to verify correctness of the address block position.

    When you click on Address Block, Word will again display this window…

    And you should just click on OK again.

    Next, Word will show you how it will format the Address Block. Because of the way flowerSoft names the recipient’s name field, Word will not select it as part of the address block.

    All you have to do to fix this is click on the Match Fields button.

    Click on the down arrowhead for the “First Name field…

    And select Recipient Name from the list of fields.

    Do not try to match the “Last Name” or any of the other fields marked (not matched). Just click OK.

    Word will now display the correct address block.

    Click on OK and Word will insert the address block on the letter.

    Now let’s insert the Greeting Line. Click on the Greeting Line option of the Mailings tab.

    Word will respond with this…

    As you can see, Word has the correct data for the greeting line, so all we have to do is click OK.

    And Word will insert the greeting line tag on the letter.

    The last action to take is to tell Word to create the merge…

    We do that by clicking on the Finish & Merge option.

    We should select the “Edit Individual Documents” option unless you are absolutely sure everything is correct.

    Word will then ask if you want to merge all the records or just the current one. Select all the records…

    Word will then display all the merged records on the screen.
    You can review all the letters and make corrections as necessary and then print them.

    That is all there is to it. It takes a lot longer to explain the process than to actually do it.

    This method of doing form letters allows you a lot more flexibility.

    Since Word is doing the printing, you can select any font you like and you can print to any printer, even host-based printers.

    If you have any questions, please let me know.

     

     

     

 

Tip #213 – Mass Mailings (Exporting Your Top Accounts)


Tip #213
Mass Mailings (Exporting Your Top Accounts)

Suppose you want to do (or have someone do for you) a mass mailing to your top accounts. How would you go about it?

Here is how…

Go to Manager’s menu – Client Operations


  • Select Option #5 – YTD Purchases


  • Select Option F – Same as Above but for Any Period (Option E does only 1 year)


  • Select a period of time to calculate


  • Let flowerSoft run through your accounts and calculate the purchases for the period selected.


  • When flowerSoft finishes calculating the purchases, it will ask you how many you want to print.

    Select the number of records you want to export and print to the screen (unless you want a hard copy).

    You must print either to paper or the screen as this is what actually ranks the customers.


  • flowerSoft will then ask you if you want to export the accounts. Answer “Y”.


  • Tell flowerSoft where you want the exported csv file to be placed and what name to give it.


  • flowerSoft will give you a chance to change your mind or correct a mistake.


  • More than likely, you will not want to print address labels for the top accounts but if you do, answer “Y”

    The label size is the standard 1″ x 2 5/8″ , 3-across.


  • flowerSoft will first print to the screen (unless told otherwise) the accounts in rank # order.

 


 

and export the csv file with the name you gave it to the location you specified.


 

If you had the accounts already ranked as you wanted, you could do the following…

  • Import/Export Menu option of the Manager’s Client Operations menu.

 



  • The select option C – Export Clients to a CSV File.

  • Select the customers by rank (option R)


  • Tell flowerSoft the highest rank to select…


  • Give the csv file a name…


  • Verify the file name…


  • Then tell flowerSoft where you want the file placed…


  • Answer the question about exporting the headings. Accept the default unless you know better…


  • flowerSoft will tell you how many records were exported.

(Notice that is a couple less than what you asked for, but now you know why.)


  • flowerSoft will then ask you if you want to see the information exported…


  • Answer “Y” if you want to see it or send it to someone directly from Excel.


Note that the file is exported in customer name order, not customer rank order.

Probably takes longer to explain this it than to actually do it.

 


Tip #198 – Recording ON ACCOUNT Payments by Statement Number


Tip #198
Recording ON ACCOUNT Payments by Statement Number

Please Note:
While a flowerSoft customer (Larry of Flowerworks in Lincoln, Nebraska) was testing this feature he noticed that it was not working for him, so he called me to find out why.  While looking into his system, I noticed that he was trying to use this feature on a statement for a customer that had missed making a payment for the previous statement sent.
Since this is a new feature, I was trying to seed the systems of the flower shops where I had installed the latest version, by running a process that reads the statement transactions file (which contain both the invoice # and the statement #) and looking up the invoice number in the sales file and updating a new field in that file file with the statement number where the invoices were shown.
This process seemed to work perfectly during my testing.  Things always work perfectly when I am doing the testing, the problems always come up when you guys start using the new features.
The problem was that I was using a system that generated “open item” statements, not “balance forward” statements to do my testing.
The process also worked on “balance forward” statements with one caveat, there could be no balance forward.  Why?  Because “balance forward” statements  only show current period transactions.  Any un-paid transactions are part of the “previous balance” amount.  The invoice number is not shown on the statement.
Since previous un-paid transactions are not part of the statement, the process I was running was not updating the un-paid invoices with the latest statement number.  The statement that Larry was trying to pay contained only 1 transaction, the finance charge.  The invoices he was trying to pay contained a different statement number, so flowerSoft could not find them when looking for the statement number Larry had entered.
So, for those of you running “balance forward” statements and thinking of using this new feature, you may or will run into problems if you try to use it on accounts that have either missed a payment or not paid the full amount of the previous statement.  This will hold true until you run statements again.  When you run the statements, flowerSoft will update each invoice with the latest statement #, so when you try to use the feature, it will always be able to find the invoices that were part of the latest statement, whether they are part of the previous balance amount or new transactions for the current period.
Those of you using “open item” statements should not have any problems since your statements always include all invoices with outstanding balances.

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Let me start by saying that this is a brand new feature and most of you do not have it yet.

I received an email a couple of days ago from a flowerSoft user asking…

“George
I have a client who likes to pay by reference instead of invoice number.
Can you please in writing tell me how to do this?
I have had trouble with this issue a few times in the past.”

Well, as you probably know, there is no way to pay by reference (statement) number in flowerSoft.  Until now…

Although no one has asked for this in the past 28 years, I thought about it and it is possible for someone with an very active account to send you a check and just include the statement’s reference number.  I guess, the only option at that point was to go into that statement and see which invoices were charged on the statement and then select each invoice through the A/R Add Payments option.

Well, now there is a way to tell flowerSoft what statement number you want to pay and flowerSoft will gather the invoices shown on that statement for you.  All you have to do is enter the customer’s check number.

There are some restrictions with this method, however.

The first one is that the statement cannot have shown more than 24 charges (including finance/rebilling) charges.

The second one is that there is no deviation from the amount paid.  It will always be the outstanding amount shown on the statement.  There is no option to waive finance charges or re-billing charges and no option for sales allowances.

Here is how it works…

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Tip # 188 – Calculating Reciprocity


Tip #188
Calculating Reciprocity

As you should know, one of the options available in the End of Year procedures is the calculation of the reciprocity between you and other flower shops.ffr01ffr02ffr03ffr04
ffr05ffr07ffr08 ffr06ffr09ffr10Once you calculate the reciprocity through these menu options, flowerSoft will keep the reciprocity up-to-date in real time.
This reciprocity is displayed when you select a florist for an outgoing order.

Normally, when the reciprocity is calculated through the Periodic Procedures menu, you select to calculate the reciprocity for all the flower shops in the database but if you need to see your reciprocity with a certain florist before entering an order, you can access the single-shop reciprocity program from a “Quick Access” key.  By pressing the tilde (~), flowerSoft will put you directly into the program without the need to first access the reciprocity menu.ffr11

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To calculate the reciprocity, you must enter the flower shop’s code with the wire service, but I am sure you have enough trouble remembering your own codes let alone someone else’s.
Knowing this, flowerSoft lets you select the desired shop by entering the wire service and the name of the shop.
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Upon doing this, flowerSoft will display a list of all the shops matching the wire service name and at least the first 5 characters of the name you entered. You must then highlight and select the correct shop from the list.  Be aware that there may be many shops with similar names within each wire service so make sure you select the one you want.
The list is sorted by wire service name, shop name, city, state and zip code.

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Once you’ve selected the correct shop, flowerSoft will calculate and display your reciprocity with that shop.

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Tip #186 – Help Eliminate Below Average Orders


Tip #186
Help Eliminate Below Average Orders

As floral industry experts such as Tim Huckabee of Floral Strategies and Dan McManus of Team Floral advocate in their training sessions, you and your employees should always try to get your customers to spend more than what they normally spend; but do it in such a way that is not offensive and does not make you look like you are always pushing higher priced items.

But, how do you know how much your customer normally spends on flowers?
Well, flowerSoft has a couple of tools to help you with that.

If the customer is a returning customer, flowerSoft will know how much the customer spends on average for the product (not including delivery, sales tax or other charges) and will display that on the screen during order entry.

I’ve improved that old feature by letting you and your employees know if the order being entered is below what the customer normally spends.

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flowerSoft will display this message while in the product entry screen and then again just before the method of payment screen.

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Of course, this only works when the customer has a purchase history with you.  The first time a customer calls your shop you’ll have to rely on Tim’s and Dan’s teachings or your own experience to determine how much the customer is willing to spend.

Another flowerSoft tool you can use to increase sales is by the use of “price points”.
The “price points” feature was explained on Tip #140
https://flowersoftsilver.com/2013/07/09/tip-139/

flowerSoft does offer one more tool to help increase the total of the order by the use of “upsells”.

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How to activate the “upsells” feature and details on how to use it have been posted before.  Take a look at these old posts…

Tip #095
https://flowersoftsilver.com/2012/08/02/tip-095/

and Tip #128
https://flowersoftsilver.com/2013/04/27/tip-128/

and Tip #061
https://flowersoftsilver.com/2012/01/29/tip-061/

 

 

 

 

 

Tip #167 – Improvements to Obits Feature (Revised)


Tip #167
Improvements to Obits Feature

In order to make the obits feature easier to get to and use, I’ve made the following improvements to it:

  • You can now access the Obits Menu from the “source” field of an order.

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  • The Obituaries menu has a new option

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This new option allows you to view obituary records from all over the US and Canada by simply typing the deceased’s first and last names.

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The web site will then scan all the obituaries for that name during the past 3 days and display a list of names for you to select from.

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Once you select a name from the list, all the pertinent information for the deceased will be displayed,  See example below…

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I’ve also made this new feature available when entering a new obit.  See below.

  1. Access the Obituaries menu from the source field by pressing F4
  2. Once in the Obituaries menu, select option A – Add New Obituaries
  3. Enter the first and last name of the deceased.  Only the first and last name and in that order.  In other words, no Mr. John Smith or Smith, John.  Just the first and last name with no punctuation and then press the F4 key.

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The same list as shown above with all the John Smith deceased during the last 3 days will be displayed, but this saves you having to enter the first and last names separately and clicking on the search button.  I thought about restricting the search to your state only, but we do have shops that deliver to neighboring states and that would prevent you from seeing any of the deceased names in other states.  It also would disable the feature for outgoing orders, so I’ve decided to display all the names and let you pick.  I only got 3 hits with John Smith, so I suspect the lists will not be very long.

Another thing you can do once you’ve selected the name you want, is to copy (as in copy and paste) a portion of the obit and then paste it into the obit record as reference.
For example,

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You can (using your mouse) highlight the obit information you can use and then right-click and select “Copy”
This will copy what you’ve highlighted into the Windows clipboard.
You can then exit the obit web page.  This will put you back into flowerSoft’s obit record at the top of the screen.  This is called the “paste” field.
At that point you can use your mouse again to right-click and click on “Paste”.  Whatever you copied from the obit web page will now be displayed in this “paste” field (up to 479 characters) allowing you to refer to it to complete the obit entry.

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Now using some of the information pasted you can complete some of the remaining fields.

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Once the record is saved, the pasted information will no longer be visible from Edit/View Obits.

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As usual any suggestions for improvement are welcomed.

Tip #163 – New Appointment Program


Tip # 163
New Appointment Program

A revamped appointment scheduler program is now available with flowerSoft Silver 2014.  Here are the new features…

First, we have a new menu.

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and a new input screen…

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The new program will check for conflicts after the “Appointment For”, “Appointment Date” and “From” fields are filled.
If a conflict is found, a screen displaying the conflicting appointment is displayed, but no other action is taken.  In other words, you can have conflicting appointments if you want.

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At any point during the input process, you can select to display other appointments for the employee selected by pressing the F8 key.  If no initials have been entered yet, the appointments for all the employees will be displayed.  Also note that you have additional options available for the appointment highlighted, such as view, delete and update.

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There is a 3-month calendar available by pressing the F3 key from any field on the form. there is also a field to enter an account number, if the customer has an account with you.

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There is also an account number field…

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If a valid account number is entered, flowerSoft will fill some of the remaining fields, like name, phone number and e-mail address (if available) but still give you the opportunity to change them if you must.

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As you can see above, there is also an “Occasion” field which allows you to define the reason for the appointment.

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There are also 3 lines to briefly describe the reason for the appointment.

The most significant improvement to the appointment calendar if the addition of an email reminder feature.
This new feature will allow you to send e-mail reminders to your customers starting at a pre-determined number of days before the appointment date.
The program defaults to 3 days prior and just 1 e-mail reminder, but you can change these settings at will. An e-mail reminder can only be sent once every day, unless you use the option to clear the “e-mail sent” flag from the file, which is available from the menu.
So if you enter that you want to start sending reminders 3 days prior the appointment date and then enter that you want to send a maximum of 6 reminders, flowerSoft will respond with…

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If at any time you select to view an existing appointment, flowerSoft will let you know when was the last time it sent an e-mail reminder to the customer and how many reminders have been sent.

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This is what the e-mail reminder to the customer will look like:

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The e-mail reminders are sent automatically, but only if you select to send them for each specific appointment by entering a “Y” in the “E-Mail Reminder?” field.
While this is the default for every reminder entered which is accompanied by an e-mail address, you always have the opportunity to enter “N” in that field.

You also have the option to send the e-mail remainders manually by selecting option R from the Appointments menu but remember that if the e-mail was already sent on that date, it will not be sent again unless you clear the e-mail sent flag through option C of the same menu.

If you want to send an e-maul reminder again just for a specific appointment, it is best to do it from the appointment record itself.
Just access the record via option E of the menu and when the record you want to send an e-mail reminder is in view, press the letter E and the e-mail will be sent again even if it has already been sent during the same day.

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and of course, a report can be printed for appointments recorded for one or all employees, for the selected date range.

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flowerSoft will give you a warning of an upcoming appointment…

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but only if you have the appointments warning enabled!

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If you have wedding or any other event consultation, you should start using the Appointment Calendar feature, and if you come up with some ideas for improvements (for this or any other program), please let me know.

Tip #162 – Improvements to Obits Feature


Tip #162
Improvement to
Obits Feature

This improvement comes to you as a result of a suggestion by Jaque Halverson of Brainerd Floral in beautiful Brainerd, Minnesota.

The obits feature is a great feature to use if you have the time to enter the obituaries for each day.  This, of course, would be very time-consuming if you are in a big city, but if you are in a smaller town you should use it.

To learn about the obits feature, take a look at Tip #003

Once obits have been entered, should you get an order for one of the entries in the obits file, flowerSoft will fill the recipient area with the obit information, as well as provide other visual information should you customer ask for it such as the starting time of the viewing, religion, etc., etc.

One thing flowerSoft did not do was fill the delivery date field.  The reason for that was that I did not think I could provide a fairly accurate date unless the order was  entered on the first or last day of the viewing.

However, Jaque’s suggestion made me realize that if the order is placed on or before the first viewing day, I could provide the delivery date by extracting the first viewing date from the obits file.  So now flowerSoft will be able to provide the delivery date when the order is entered on or before the first viewing day or on the last viewing day.   flowerSoft will not fill the delivery date field if the order is placed after the first viewing day and before the last viewing date, but in those cases you can just hit the <Enter> key from the field and get that day’s date.

So, thank you Jaque, for helping me improve flowerSoft.