|
<< Click to Display Table of Contents >> Mail-Merge |
  
|
|
<< Click to Display Table of Contents >> Mail-Merge |
|
Mail-merging is a powerful way to contact some or all of the clients in the database. Mail-merging can be used to
•Create Mailing Labels and/or
•Generate Form Letters
Form letters can be either e-mailed (if clients' e-mail addresses are recorded in Client Details) or printed out and posted. The templates provided with HearAid will automatically print addresses in a position where it is a simple matter to fold and place in window-face envelopes.
HearAid offers several ways of performing mail merges, some more flexible and powerful than others:
Select Quick Reports|Mail Merge from the main toolbar •Select the type of merge you want to perform •Select the merge letter from the list
|
|
Select Database|Explorer from the Program Navigator •Click on the Mail Merge folder on the Explorer folder tree •Double-click the template you want to use •You can create as many templates as you like using the Report Wizard •When creating your own template you can use the existing templates as a guide |
|
Select Database|Query from the Program Navigator (most powerful and flexible) •Create a Query using SQL to select the clients you want. The query must include at least the following fields in the SELECT clause: CLIENTS.CLIENT_PK, CLIENTS.ADDRESS_LINE_1, CLIENTS.ADDRESS_LINE_2, CLIENTS.CITY, CLIENTS.POSTCODE, CLIENTS.EMAIL_ADDRESS, CLIENTS.ADDRESS_NAME, CLIENTS.TITLE_NAME
(There is a basic SQL script in the ..\HearSoft\HearAid\Reports\Mail Merge folder called "Mail Merge Template.sql" which can be used as a starting point)
•Execute the query •Click on the down-arrow on the right of the Mail Merge button •Select the type of merge you want to perform •Select the merge letter from the list, or •Send a Quick SMS or Quick Email to the clients in the list |
|
