167 lines
9.0 KiB
HTML
167 lines
9.0 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Customer IDs and Cards</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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img.hcp2 { border:none; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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border-bottom-width:1px;
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border-bottom-style:Solid;
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border-top-width:1px;
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border-top-style:Solid; }
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font.hcp5 { font-weight:bold;
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text-decoration:underline; }
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td.hcp6 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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border-bottom-width:1px;
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border-bottom-style:Solid; }
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ol.hcp7 { list-style:decimal; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Customer IDs and Cards</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic243.htm">Printing</a> <span style="color: #c0c0c0;">|</span> <a href="cust902.htm">Add a Customer</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Customer IDs are automatically assigned to new customers and can be used to print scannable ID cards. <img src="../image/cust_IDcard.gif" alt="One of the available Customer ID Card templates" title="One of the available Customer ID Card templates" style="border: none; margin-left: 8px; margin-right: 8px; margin-top: 8px; margin-bottom: 8px;" width="203" height="96" align="right" border="0"></p>
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<p class="Help-Text">The printed ID cards, with bar codes, can then be scanned while making a sales receipt to quickly lookup and add the customer to the receipt. Provided you don't change the default ID number format, you can scan the card while in either the <span class="hcp1">Enter Items</span> field or the <span class="hcp1">Customer</span> field on the receipt to add the customer.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><a href="cust910.htm">Tips and format of Customer IDs<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Print templates for ID cards <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a></p>
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<div class="droptext" id="POPUP340244412" style="display: none;">
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<table style="margin-left: 0.35pt;" cellspacing="0" width="349">
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<col style="width: 23.954%;">
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<col style="width: 26.674%;">
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<col style="width: 22.03%;">
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<col style="width: 27.342%;">
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<tr class="hcp3">
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<td style="width:23.954%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center; font-weight: bold; text-decoration: underline;">Size</p>
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;"><font class="hcp5">(H x W)</font></p>
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</td>
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<td style="width:26.674%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;"><font class="hcp5"><span style="font-weight: bold; text-decoration: underline;">Number</span> Per Sheet</font></p>
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</td>
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<td style="width:22.03%;" bgcolor="#E6E6E6" class="hcp4">
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<p style="font-weight: bold;">Sheet Size</p>
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</td>
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<td style="width:27.342%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;"><font class="hcp5">Use Template</font></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:23.954%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">1" <font style="font-family: Symbol;" face="Symbol"></font> 2.625"</p>
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</td>
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<td style="width:26.674%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="text-align: center;">30</p>
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">(3 across)</p>
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</td>
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<td style="width:22.03%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="text-align: center;">8.5" x 11"</p>
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</td>
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<td style="width:27.342%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="text-align: center;">Avery 5160</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:23.954%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">2" x 3.25"</p>
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</td>
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<td style="width:26.674%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="text-align: center;">3</p>
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<p class="Help-Text" style="text-align: center;">laminated badges</p>
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</td>
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<td style="width:22.03%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">8.5" x 11</p>
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</td>
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<td style="width:27.342%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">Avery 5361</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:23.954%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">3.33" x 4"</p>
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</td>
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<td style="width:26.674%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="text-align: center;">6</p>
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<p class="Help-Text" style="text-align: center;">(2 across)</p>
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</td>
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<td style="width:22.03%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">8.5" x 11"</p>
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</td>
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<td style="width:27.342%;" bgcolor="#FFFFEC" class="hcp6">
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<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">8164 + Logo</p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Info-Line">To print customer ID cards:</p>
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<ol class="hcp7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">From your customer list, select the customer or customers for whom you wish to print ID cards. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple customers?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></p>
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</li>
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</ol>
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<p class="Help-Indent">If printing for all customers, you do not have to select any.</p>
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<ol start="2" class="hcp7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the I Want To menu, select <span class="hcp1">Print ID Card</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the Print dialog, specify if printing cards for the selected customer(s) or for all customers, and make any changes necessary to the printer, template or number of copies.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">Print</span>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">When printing paper customer ID cards, it is recommended that these be laminated to protect the legibility and scan-ability of the bar code on the card.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">To create ID cards using a different numbering system, remove the program-generated number in the <span class="hcp1">Customer ID</span> field and then enter the alternate number (up to 30 digits) or scan the bar code if using 3rd party cards with preprinted codes. With a different format, you'll have to be in the <span class="hcp1">Customer</span> field on the receipt to lookup a customer by scanning her ID card.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) If upgrading from a previous version of Point of Sale that lacked this feature, ID numbers for existing customers are generated at Headquarters only and sent to remote stores via the next Store Exchange file. ID numbers for new customers are created at the store where they are added to the customer list.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="cust_rewards_oview.htm">Customer Rewards Program</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP340244412');
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//]]></script>
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</body>
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</html>
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