 tmaikk
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| Joined: 01 Feb 2005 |
| Total Posts: 49 |
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re: mailing labels
Posted: 30 Mar 2005 02:06 PM |
We would like to send a mailing to all of the positive test clients who have been to the center this year to invite them to our parenting classes. I need the report to be by center location, so that each location will only send notices to their clients. Is there a way to do that?
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cbirdwell
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| Joined: 08 Sep 2003 |
| Total Posts: 183 |
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Re: re: mailing labels
Posted: 30 Mar 2005 02:15 PM |
Hi tmaikk,
Yes, there is a way to get that list. Here are the steps:
1. Go to the "Statistics" section in client management.
2. Click on the "Pregnancy Tests" report
3. Select "2005" for the year
4. Select "Test Result" for column 1
5. Select "Center Location" for column 2
6. Click "Run Report" in the bottom right corner
A list will be displayed that will show the number of tests broken our first by result, then by location. You can click on any of the numbers in the report to get a list of the client's names, addresses, phone number, etc. This is the list you will use for your mail merge.
I hope that helps. If you have any questions, please let me know!
Thanks,
Carlye
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lindal
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| Joined: 26 Oct 2005 |
| Total Posts: 3 |
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Re: re: mailing labels
Posted: 26 Nov 2005 08:24 AM |
I understand how to run the report but how do you do the mail merge to make the mailing labels? Also on the "client contact information" form, there is a section at the bottom labeled Properties Salutation ___________. Are we to put the moms name in here or is it
Mrs Miss Mr etc?
Thanks
lindal |
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Re: re: mailing labels
Posted: 26 Nov 2005 11:14 AM |
Hi lindal,
You need to use Microsoft Word for mail merge. Export the list to an excel spreadsheet and use the resulting list as the datasource document for the mail merge in Word.
If you don't know how to do mail merge in word, trying referring to their help file. In Word, go to the Help menu and select "Microsoft Office Word Help". From there, search help for mail merge. You should get a lot of examples that show you how to peform the mail merge in your version of Word.
You can use the Salutation field as the "Proper name" that should appear on the address labels. If you want to put a custom entry in the field, uncheck the "auto-update" check box, and enter the custom entry. When the auto-update is checked, it uses title+firstname+lastname when saving the record.
hope that helps. |
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