Prerequisites

Getting Started

First you will need to install Time PRO! Smart Tags. Before you do this, make sure that all office applications are closed.

Once you have installed the application, open up Microsoft Word and the Time PRO! Smart Tags screen will be displayed.

Check Installation

Open Word – Tools - Autocorrect. Click on the 'Smart Tags' tab. If it is not there, then the instance of Word many not have been closed. Restart your PC.

Figure: Make sure the Smart Tag recogniser is "On"

Configuring Time PRO! Smart Tags

Now that we have installed Time PRO! Smart Tags, it is time to configure the application. Type 'SSWDiary' in Microsoft Word and hover the mouse over the word and select the 'Options...' menu item.

Figure: Configure the application

 

Figure: Click the UDL button and specify the connection to your database

At this point, most of the fields on the Customer, Contacts and Letters will be filled in if you are using the sample database or if your database structure is similar to Northwind. Otherwise you will need to specify which field in your tables gets mapped to each field used by Time PRO! Smart Tags.

Figure: specify which field in your tables gets mapped to each field (this should be done automatically)

Here we have configured the Customer table to be 'Customers'. The Customer ID field has been mapped to 'CustomerID' and the Company Name field has been mapped to 'CompanyName'. Now proceed to go through each Tab and make sure you have specified the tables and fields.

On the Employee tab, you can select a Employee name (Recommended as this Employee name will be used with the Templates).

Figure: On the Employee tab, you can select a Employee name (Recommended)

Once you have configured everything click on the OK button to store the settings.

Inserting Templates

Type 'SSWDiary' and hover over the Smart Tag (purple dotted line).

Figure: Select the 'Insert Diary Template...' option.

Figure: Select the template you want to insert

Click the 'Insert' button. If you had selected the Company Profile template in the sample database you would get the following letter inserted into your Word document.

Dear «FirstName» Good talking to you. SSW specialises in delivering efficient, cost effective solutions for your database or Internet requirements. Our ability to integrate these functions together will help «CoName» streamline operations, while making the most of opportunities presented by the ''on-line'' world. Please find SSW's Company Profile at http://www.ssw.com.au/ssw/Company/AboutUs.aspx If you would like to discuss any aspect of our services, please do not hesitate to contact me. Many thanks < > «EmpEmail»

Congratulations! Now you know an easy way to get to your standard letters.

Inserting Contact Data

Inserting a template is pretty good, but the true power of SSW Time PRO! Smart Tags is its ability to recognize contacts from your database by specifying either:

• Customer ID
• Company Name
• Contact Name (either First Name, Surname or both)

So in this tutorial we are going to retrieve customer information on the Customer ID BOLID.

Type '<BOLID>'.

Note: you will need to enclose 'BOLID' in '<>' for Time PRO! Smart Tags to recognize the word.

Figure: Hover over the Smart Tag (purple dotted line) and select the 'Postal Address' option

 And you will get this:

Let's try something else.

Figure: Select the 'Send Email' option.

 

Figure: Your email Client will open with the Contact's email address in the 'TO' property.

Congratulations! Now you know an easy way to get to any information about a client.

Inserting Templates with Contact Data (Mail Merge)

Now we are going to show a combination of the first two tutorials.

Type '<BOLID>' and hover over the smart tag (the purple dotted line).

Figure: Select the 'Insert Diary Template...' option

 

Figure: This will display the Select Customer screen with the only contact for Customer ID 'BOLID' selected

Click Next to continue.

 

Figure: Select the Company Profile template then click Insert to insert the text

Dear Martín Sommer Good talking to you. SSW specialises in delivering efficient, cost effective solutions for your database or Internet requirements. Our ability to integrate these functions together will help Bolido Comidas preparadas streamline operations, while making the most of opportunities presented by the ''on-line'' world. Please find SSW's Company Profile at http://www.ssw.com.au/ssw/Company/AboutUs.aspx If you would like to discuss any aspect of our services, please do not hesitate to contact me. Many thanks Nancy Davolio NancyDavolio@Northw*nd.com (Note: Please change "*" in "w*n" to a "i")

Congratulations, now you know an easy way to enter your standard letters, complete with mail merge data.