RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
10 Click Exit.
Perform the following steps in Microsoft Word.
11 On the drop down menu click File – Open.
12 Navigate to the location of the file that you just exported from RecTrac. Highlight the file in the Open dialog box
and click Open.
13 Place your cursor at the beginning of the first line of text. Press the Enter key.
14 Arrow up to the first empty line of this file. Enter field names that correspond to the export file created. Separate
each field with a comma.
For example, FNAME,LNAME,ADDRESS,CITY,STATE,ZIP,
15 Check to make sure that there are no duplicate delimiters within the export text. Eliminate all duplicates before
proceeding.
16 On the drop down menu click File – Save As.
17 You will continue to the Save As dialog box. Click the down arrow next to the Save As Type field and select
Word Document (*.doc).
18 Click the Save button.
19 On the Word drop down menu click File – Close.
20 Open a new Word document window.
21 Click Tools – Mail Merge. You will continue to the Mail Merge Helper screen.
22 Under #1 (Main Document) click the Create button.
23 Select the Mailing Labels… option. You will be asked the following question: "To create mailing labels, you
can use the active document window Document1 or a new document window."
24 Click the Active Window button.
25 Under #2 (Data Source) click the Get Data button.
26 Select the Open Data Source option.
27 Navigate to the location where you previously saved your altered RecTrac export file. Make sure you select the
Word (*.doc) version.
28 Click Open. The following message will display: "Word needs to set up your main document. Choose the Set
Up Main Document button to finish setting up your main document." Click the Set Up Main Document
button. You will continue to the Label Options screen.
29 Make the appropriate selections for the labels that you wish to print. Click OK. You will continue to the Create
Labels screen.
30 Click the Insert Merge Fields button. Notice that the field names you inserted on the first line of the data source
file are listed.
31 Insert the fields in the order and layout that you wish to appear on the label. See the example below.
32 Click OK.
33 Under #3 (Merge the data with the document) click the Merge button. At this point the Merge Labels file will be
opened.
34 Load the appropriate labels in your printer. Click File – Print.
35 On the Print screen, select the printer and print options that you wish to use and click OK to begin printing labels.
Printing Custom Admittance Tickets
Creating Custom Admittance Tickets
Use the following set of instructions to create custom admittance tickets that are linked to a tran
code and printed during the point of sale process when the tran code is sold. You may wish to
use this procedure to create ski tickets, amusement park tickets, etc.
First you will need to assign a printer that you wish to use to print the custom admittance
tickets:
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