Customer Accounts containing an Email address:
- Sort Customer account(s) (list left side column) according to their reminders.
Single Customer
Search and select an individual customer by double clicking the individual account in the list, this will only show one account in the master Customer accounts list (left Column) or…
Multi Customer Batch
Sort multiple Customer accounts from the Reminders button (top screen) and selecting the appropriate reminder notification for multiple batch printouts.
- In the middle of the batch window, click on the drop down arrow and select “Only facilities with email addresses”
In the Send Email Window (now open) Under Select Template Window, Select “EMAIL COVER TEMPLATE” (This is the message that will appear in the body of the email the Customer(s) will receive, The appropriate Notice will be a PDF Attachment). Click on SEND. Only Customers with an email address will be queued. Click OK.
Print notices to Customer Accounts that do not contain an EMAIL Address:
With the Batch Report window still open, Select “Only facilities without email addresses”, and Print the remaining notices.
Only Customers without an email address will be queued. Print notices & envelopes accordingly.