Territory and Named account contacts

Files are broken in two types:

Customers
Partners

Structure

Structure types are:

name - customers first and last name
email
company - customers company name
title - persons title
data1 - open entry point
data2 - open entry point
phone
category - customer or partner
type - T is for Territory; N is for Named

[
{
  "name": "John Doe",
  "email": "jdoe@mail.com",
  "company": "Acme",
  "title": "Manager",
  "data1": "",
  "data2": "",
  "phone": "111-222-1234",
  "category": "customer",
  "type": "T"
},
{
  "name": "Joe Public",
  "email": "jpublic@mail.com",
  "company": "WWT",
  "title": "Solutions Architect",
  "data1": "",
  "data2": "",
  "phone": "111-222-1234",
  "category": "partner",
  "type": ""
}
]

USAGE

First Time

Use git clone git@github.com:cwise24/contactAndmail this will create a local folder with all the files needed

Start with git pull ALWAYS This will update your local files with any changes that may have been made.

Python

From your terminal, cd contactAndmail/Py_Scripts so you are in the directory, from here it's a normal Python script
./locate.py

Example:

cwise@FLD-ML-00021617 ~/Projects/contactAndmail
 % ./locate.py 
Enter location to search by: 
         1 => LV 
         2 => AZ 
         3 => NM 
1
Enter company name you want to search by: companyA
First Last email@boyd.com  702-123-1234

Py Program functions

help.py - search for contact by first 3 letters of name
locate.py - search for contact by territory and company name
make_csv.py - makes a csv file for mail merge; all account types and categories
nam_mk_csv.py - makes a csv for mail merge; Named accounts only no partners
ter_mk_csv.py - makes a csv for mail merge; Territory accounts only no partners
part_mk_csv.py - makes a csv for mail merge; Entire territory only partners
ter_part_mk_csv.py - makes a csv for mail merge; Entire territory with partners
nam_part_mk_csv.py - makes a csv for mail merge; Entire Named with partners

For any account use the locate.py script to search contacts by company name.
If you are unsure of company or location use the help.py and enter at least the first 3 letters of the name.
There is also partner.py to locate all the partners for all locations.

Lastly, the make_csv.py will create a csv file from all 3 lists to be used by mail merge.

.gitignore

Created by Gitignore.io

Mail Merge

Based on Mac
From a Mac I still had to enable Apple Mail and set my mail reader preference to Outlook
Generate a new csv file using the Python Scripts. You'll need to open it and Save As .xslx

Open a new word doc and Click on Mailings, from drop down on Start Mail Merge and I select Letters

Now Select Recipients and choose Use an Existing List..