1. Go to BUSINESS -> REMINDERS/LETTERS -> SYMPATHY
2. The Sympathy 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 Sympathy Letter
Screen and the most current update just run will already
occupy the field data across the page. Press CLOSE to
end this session.