How to do a client mail out based on pet statistics
Hi guys,
I'm after step by step instructions on how to do a mailout to clients who's pets fall within a certain age range (we are inviting pets of a certain age to a clinic promotion).
I have been able to generate a patient activity report with the criteria that I need (age and if they have been in for a vaccination in the last 15 months).
I now need help to export this information into a letter that can be printed with the client and pet details to be sent to the client.
I have been able to generate a patient activity report with the criteria that I need (age and if they have been in for a vaccination in the last 15 months).
I now need help to export this information into a letter that can be printed with the client and pet details to be sent to the client.
Is there anywhere that has this step by step please?
ie - step 1 - export report and save..... where? how?
step 2 - merge letter and pets in report.... how?
etc
I am presuming I need to put some merge fields in, but how do I collate the 2 lots of information (letter plus client list). I have essentially zero knowledge and understanding of mail merges so please forgive my need for step by step instruction.
Thankyou in advance.
Dr Sarah Trewartha (using Jessica Bird's log in from Eltham Central Vet Hospital).
Re: How to do a client mail out based on pet statistics
Sarah,
Normal when you select the EXPORT the set of results from OPENVPMS it is exported as a CSV file.
After you hit the export button you should save it into a directory such as MY DOCUMENTS.
A CSV file stands for comma seperated values.
Normally most Spreadsheets can read these files with very limited user input.
The important thing to note that using the technique you have choses you are no longer working the the openvpms mail merge system. You are working with your choses Word Processing suite, either openoffice or Micrisoft Office.
In Openoffice the spreadsheet is called CALC.
In Microsoft Office its called EXCEL.
In both suites there are wizards that allow you to do the mail merge.
http://www.openoffice.org/documentation/HOW_TO/word_processing/writer2_E...
http://office.microsoft.com/en-au/word-help/word-mail-merge-a-walk-throu...
Please note that it will vary somewhat depending on what version( of Office software) you have as to the relevance of those links.
If you find the above information is not suitable, you may be best to contact a service provider who can setup the report and run the mail merge for you. There are a number of implementers on list here that can provide such a service.