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Letters to clients

Submitted by annaplatt on Sun, 23/06/2013 - 19:06
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We are about to embark on writing to clients that have pets on various Preventatives to say that we will no longer stock this medication but they can phone ahead and we will order it in for them.

Just wanted to know if there was an easier way to do this than I am planning:

1. Create a document with Merge fields

2. Run a report for patients on the specified products

3. Manually go into the Document tab of each pet's history and creat a new document for each animal.

Just seems a bit teadious - but if thats the only way then I will delegate!

Thanks Anna

 

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Re: Letters to clients

Submitted by tanderson on Mon, 24/06/2013 - 15:24.

It would be easier to run a report that exports all customer's that have bought the product to a CSV file.

This can then be merged using Word or OpenOffice.

Using this approach you won't have the document in the patient's history, but it will save a lot of time.

Regards,

Tim

Re: Letters to clients

Submitted by annaplatt on Wed, 26/06/2013 - 00:50.

Thanks Tim. Shall give it a go. Though I have not used CSV files before. Anna

Re: Letters to clients

Submitted by tony on Fri, 28/06/2013 - 12:55.

Hi Anna,

As Tim suggests I would use one of the Customer or Patient Marketng export reports and then use this to merge your letters directly in Open Office or Word.  

Cheers Tony

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