Preferences (general tab)

This tab contains system preference information that affects many different areas of the QuickFill.

Home country

Enter your home country by typing the code for it into this field or right clicking once in the field to select from a list of defined countries. QuickFill will suppress printing the country you enter here when it prints labels and other forms. For example, if you are based in Canada, then you enter a home country of "CAN" and QuickFill will print Canadian labels without a country line. All other labels, including U.S.A., will include the country.

Date format

The normal, or default, date format for reports and for screen displays is MM/DD/YY, where "MM" is the month, "DD" is the day of the month, and "YY" is the year. If you enter a year before "50," QuickFill assumes you're into the 21st century. So 02/01/97 is February 1, 1997, whereas 11/02/15 is November 2, 2015.

You can change the order of the month, day, and year and you can change the slashes between them to any other punctuation character. If you are a Canadian publisher you might specify DD/MM/YY, or if you are in Great Britain you might specify DD.MM.YY.

The date format you choose here has no bearing on the format of issue dates. Each publication can have its own issue-date format, and you can choose from a much wider variety of formats than you can here (click here for details on issue dates).

Region names

When you create a new database QuickFill defines just three regions: "U.S.A.", "Canada" and "Foreign". You can change how the countries of the world are divided into regions in any way you wish by changing the region numbers on the Foreign Country definition screen and the region names here on this screen.

Default allowed usage for new customers

The QuickFill Customer record has four "allowed usage" fields which control how you are allowed to use that customer's postal address, email address, telephone number and fax number.  For each of those address elements you can specify that you are allowed to rent the address or number to outsiders, that you may only use it for internal promotions, that you may only use it to send renewal notices, or that you may not use it at all (except to serve issues of course).  On this screen you specify what the default values of these fields should be for new customer records.  You can of course override those default values for each individual customer based on their instructions to you.  The codes you should enter here are:

Y   All uses allowed
I     Internal use only
R   Send renewals only
N   No use allowed

Canadian provinces that use harmonized sales tax

Enter the two character province codes for those provinces that use a "harmonized" tax scheme.  The renewal notices will label the tax as HST instead of GST + PST (or just GST) if the subscriber is in one those provinces. Bills work similarly, except the bills look at the order tax jurisdiction that was set when the order was created and the tax amount was calculated, not the current address of the subscriber.

Directory for reports

Enter the directory where you want to store your report files. You can either print reports immediately, then discard them, or you can save them in a file on disk to print later. The report files you save will be kept in the directory you specify here. This reports directory should be a subdirectory of the QuickFill database directory.

Directory for mail-merge files

Enter the directory where you want to store mail-merge files produced for bills, renewal notices, and promotions. The mail-merge directory should be a subdirectory of the QuickFill database directory.

Directory for temporary files

Enter the drive letter and the directory where you want to place the temporary files QuickFill creates when it runs reports, labels, bills, or renewal notices. The entry in this field is workstation specific and defaults to the location where Windows places its own temporary files.  This is usually satisfactory but if you have more than one hard disk, you can make QuickFill run faster by placing the temporary files on a separate disk from the database.  We do not recommend that you place temporary files on a network drive.

USPS Web API ID

The web-based address verification service offered by the United States Postal Service (USPS) can be integrated with QuickFill for doing address correction and certification on a transaction by transaction basis. To use this option requires that you sign up for a (no cost) Web Tools User ID.  Please visit https://www.usps.com/business/web-tools-apis/welcome.htm to register for your user credentials. Once you have yourcredential you enter the 'username' here. After making the appropriate entry you must close the database and then re-open it for the changes to take effect. Click here for more information on using address correction and certification software with QuickFill.

Max offer detail lines on renewal notice

If you use all nine of the available offers on your renewal efforts then it is quite possible that you will end up with a situation where not all of the offers can be printed on the renewal notice, especially if you are using QuickFill's standard layout for renewal notices. The standard layout is designed for a maximum of five offers, not nine. You can use more than five offers if you change the renewal notice layout in the Form Designer to make space available for more offers, but this will require using a larger form. Squeezing nine renewal offers onto a seven inch form is an impossible task. To guard against any discrepancy between the number of offers you are using and the space available on the renewal notice, the preferences screen includes a field that shows the maximum number of pricing lines available on the renewal notice. The default value is set to 19, which is sufficient for five offers. When the renewal notice is generated, any offers that require more lines than are specified in this field will be omitted, from the bottom up.

Max addresses per page on detailed bill/renewal

 

Like the combination bills, detailed bills, renewals and acknowledgements used for gift subscriptions sometimes need more than one page to list all of the addresses of the ship-tos. In order to sort the forms correctly so that the multi-page forms are grouped together, QuickFill needs to know how many ship-to addresses can fit on each page. For the standard detailed bills, renewals and acknowledgements the value you enter here should be 6. If you have changed the gift bill, gift renewal or gift acknowledgement layout then you should enter the number of address slots available in your revised layout.

Max detail lines per page on combo bill

It is possible for a combination bill to require more than one page to list all of the items ordered in the combination. In order to sort the bills correctly, so that the multi-page bills are grouped together, QuickFill needs to know how many lines are available for the order items on each page. For standard QuickFill combination bills, the value you enter here should be 16. If you have changed the combination bill layout then you should enter the number of lines available in your revised layout for listing the order items .

Limit address label width to 30 characters

If you have a printer that cannot print 40-character wide address lines (for labels, bills and renewals), check this field so that QuickFill will restrict the title, company, department, street1, and street2 fields to their original length (30 characters in versions prior to 1.30) during data entry and imports.  In addition, the city field will be restricted to its original length of 16 characters and, although the first name and last name fields will continue to allow entries of up to 20 and 30 characters respectively, when the name address line is constructed (from the prefix, first name, last name, and suffix) QuickFill will restrict the total width to 30 characters.

When you check this field, the width of the address label fields in dBASE label files and customer export files will still be 40 characters.  However, because the length of the data that can be entered into the address fields in QuickFill will be restricted to 30 characters, none of the data in the address fields of your files should occupy more than 30 characters.

Use alphanumeric ACS key line format

This option affects the format of the ACSKEY field in the dBASE label files. You must choose the alphanumeric ACS key line format if you have or expect to have more than 10 million customer or order records in your database. If you change ACS key line formats then you will need to apply to the USPS for a new participant code.

Enable credit card diagnostic logging

If you enable credit card logging QuickFill will write the contents of everything that it sends to or receives from VIP (formerly EPS) to a log file. The log file is named CC_nnnnnnn_i_yyyymmdd.log where nnnnnnn is the machine name, i is the QuickFill instance number and yyyymmdd is the date. The log file is in XML format and is best viewed using XMLMarker. A new log file is produced for each day. Note that the logging feature is enabled on a per-workstation basis. Enabling logging on one workstation does not affect other workstations. The log files do not contain any sensitive credit card data. Click here for more information about VIP (formerly EPS) and credit card processing in QuickFill.

Credit card transaction test mode

Check this box to put QuickFill into test mode. While in test mode QuickFill sends all credit card transactions to a test server at VIP (formerly EPS) instead of their live production server. When QuickFill is in test mode the QuickFill window title includes the words "Test Mode". If you make a copy of a QuickFill database using the "Copy database" command on the File menu, the copy is automatically placed into test mode. Putting a database into test mode helps ensure that you do not accidentally process live credit card transactions in any copies of your database that you made to try things out. An alternative method of putting QuickFill into test mode is to add the /TEST command line parameter to the shortcut that starts QuickFill. Click here for more information on creating a shortcut for QuickFill on your desktop.

Caution: be careful when you experiment with your database. Make sure your database is in test mode if you are just trying things out. Cancellation of subscriptions that were paid by credit card will result in an immediate refund to the subscriber's credit card if you are not in test mode. If you support automatic renewal of subscriptions using stored credit cards (see below), running either the Renewal update or the Issue Labels update can result in automatic charges to subscribers' credit cards.

 

 

To move from one tab to the next, click on the tab to which you would like to move. When you're through with your adjustments, click on "OK" to save your changes.

 

See Also