1. Go to BUSINESS -> REMINDERS/LETTERS -> NEW CLIENT
2. The New Client Letter Screen will come up which will
show the last date and time that reminders were sent.
If there are no past reminders this may be the first time
that reminders have been processed and you may have to set
up the parameters for frequency and next date to run.
The system will prompt you for this information.
3.
To start a new run, click on PROCESS REMINDER button on
lower left.
4. You will be asked if you want to
process First Reminders today. Press YES to run
reminders, Press NO to enter a different date.
5.
You will be prompted with the last date that reminders and
asked if you wish to continue processing reminders?
Press YES to proceed. Press NO to quit.
6. It
may take a few minutes to process all the reminders.
Then you will be prompted that the first reminders are now
ready to print and will be displayed in the preview mode.
Before you agree, be sure that you are connected to the
printer and that the carrier is filled with the appropriate
paper or post card stock. When paper and printer are
ready, press the OK button on the message screen.
7.
A preview sheet will appear on the screen. You may
press the X in the upper right corner on each preview page
that you view. (NOTE: If no pets have reminders during
this time frame, you will be prompted with this information
and should press OK to continue)
8. When all
preview sheets have been reviewed, a prompt will come up
asking if all letters were printed? Press YES to end.
Press NO to locate the missing letters. Follow prompts to
print additional letters.
9. Once all reminders are
complete, you will be back at the New Client Letter
Screen and the most current update just run will already
occupy the field data across the page. Press CLOSE to
end this session.