Export Customer postal and email addresses for Reminders

in
Category: 
Customer
Version: 
1.8+

*** Updated 30 Aug 2016 to fix a bug in the last sale date selection
*** Updated 29 Aug 2016 to extend functionality

These two export reports are for use in vaccination campaigns. They enable you to contact all customers with patients who either have no reminders of a given type or an overdue or current reminder of that type.

The parameter screens are:

for the Export Customer Addresses for Reminders report

and for the Export Customer Email Addresses for Reminders report

If you are only going to send out letters, use the first and tick the 'Include if has email contact'.

If you are going to send out emails where possible, leave this unticked and post letters to the resulting customers. Then use the second to generate the email addresses.

Only active customers with active patients (which have no Deceased Date set) who have sales within the last N months are included (where N is set by the 'Last Sale after months prior' parameter).

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