appointments

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I am trying to send our clients reminder cards for their next appointment.
they are set up to have recurring appointments once a year. Is there any way
I can do this without importing/exporting and then doing a mail merge? Thanks
 
Hi Tarci

You could just do the mailmerge to the relevant people each month from
Outlook Contacts. I would use a field "date of last visit" sort by it.
Select the people that fall in the date range you want to merge to and merge
them either a letter or an email.

If you want exact instructions on how to do any of those steps:

1 tell us your version
2 tell us which steps you don't know how to do



Judy Gleeson
MVP Outlook
Outlook trainer and author of Productiv_IT with Outlook

read my articles here: www.judygleeson.com
Canberra, Australia

how to post questions: http://support.microsoft.com/?id=555375
 
I am working with Office 2007, I have never done anything like this before, I
work in an accounting office and my boss just told me to do this. Any help
would be greatly appreciated. Thanks
 
You probably need to discuss with the boss what data they need to be able to
sort and group by - so that the extra field you make is going to be as
useful as possible. What EXACTLY are they trying to achieve? If you can
find that out, I can REALLY help.


Here are a bunch of steps that start the process to do what you broadly
described (this is not a short process!)

1. Open the Contact Folder
2. Change to the Phone List view
3. Turn on your advanced Toolbar (View | Toolbars)
4. Find the Field Chooser on the toolbar abd click it.
5. Use the New button on the Field Chooser to make a New Field that is a
Date/Time field and set how you want it to display. This will be the field
you use for a "reminder letter" field. Call it whetever you want it to say
eg reminder letter.
6. Drag the new field from the Field Chooser window to the table - drop
it beside an existing column header/field name eg Company. You'll now have
an empty data field ready to use.
7. type a date in the field for each Contact.
8. sort by that field (click the column header)
9 select a range of people to email to now that it's sorted by date
(shift click)
10 emailmerge or mailmerge to those people. (next installment - see how
you go with the first bit OK)




Judy Gleeson
MVP Outlook
Outlook trainer and author of Productiv_IT with Outlook

read my articles here: www.judygleeson.com
Canberra, Australia

how to post questions: http://support.microsoft.com/?id=555375
 
Thank you so much for your help, I really appreciate it. What we are trying
to accomplish is this: We have set up recurring appointments in our calendar
for our tax clients who have one appointment a year. We set them up to
recurre like ~ ex.: first Tues. of Feb at 9:00 am. We need to find a way
to send them reminder postcards each year for that appointment. This could
save alot of time and anguish of having to hand write them. If a client
should change his appointment and tell us that it would be better for him to
come in on a Thursday evening instead of Tuesday morning, we need to change
it so that the following year we schedule it that way and send him a reminder
with the new appointment time. Thank you again. I am going to check out
your website more indepth today!
 
Back
Top