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Product: Tips And Tricks  

The following tips and tricks will help you get the most from GuestPal.

Feature Description
Form Banners Go to the 'Setup' page (Click 'Tools'->'Setup') and change the 'Form Title' name to a short (about 10-12 characters in length) name of your business. This name will appear on the top banner of all forms and reports.
Invoice Banner On the 'Setup' page, change the 'Invoice Title' to the name that you want to appear on the top banner of the invoice to your guests.
Form Colors On the 'Setup' page, you can use the colors shown to change the color scheme of all forms. There are three distinct areas of color (as shown in the 'Test' under the colors selection.) Click one of the colors, and then click one of the three areas under 'Test'. Repeat for the other two color areas until you like the color scheme of 'Test'. When you exit this form after selecting your favorite colors, all the forms will display in your favorite colors.
Pop Down Lists On the 'Guest Info' page, there are a number of pop-down lists. Together, they are designed to give you the ability to switch to any guest you have on the system directly from the 'Guest Info' page without ever leaving that page. The following is a list of those pop-downs and a description of the list that they display that you can select from.
Pop-DownDescription
Unit A selection list, sorted by 'Unit',
of registered guests that are within the current date range setting.
Last Name A selection list, sorted by 'Last Name',
of registered guests that are within the current date range setting.
First Name A selection list, sorted by 'First Name',
of registered guests that are within the current date range setting.
Date A selection list, sorted by 'Date',
of registered guests that are within the current date range setting.
Registered A selection list, sorted by 'Date/Unit',
of all registered guests for this year.
All A selection list, sorted by 'Last Name',
of all guests in the database.
Database Name
and Location
You can rename and/or move the database to another location on your computer system. See these topics under the 'How To...' section.

 

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Master
     Guest Master File
     Guest Master Table
     Codes Master File
     Unit Order

Current
     Current Sales
     Current Guests
     Registered Guests
     Calendar

Summary
     Monthly Sales
     Monthly Credits
     Monthly Taxes
     Annual Code Sales
     Annual Code Credits
     Annual Guest Sales
     Annual Guest Credits
     Annual Guest Balances
     Annual Guest Deposits

Detail
     Annual Sales Detail
     Annual Registered Detail
     All Sales Detail
     All Registered Detail

Analysis
     Registrations, Current
     Registrations, This Year
     Registrations, History
     Sales, This Year
     Credits, This Year
     Sales, History
     Credits, History
     Guest Master File
     Period Analysis
     Tax Analysis
     Sales Code Analysis

Reports
     Monthly Sales
     Monthly Credits
     Monthly Taxes
     Current Tax Report
     Codes
     Guest Master File
     Registered Current
     Registered Current 3up
     Special Notes
     Registered Guests, All

Select
     XCard
     Promo
     Switch 1
     Switch 2  

Tools
     Toolbox
     Setup  

Misc
     Date Range
     Internet


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