This feature is available through the Report option on the Calendar View Screen.

Sending Appointment Reminders Overview

With Advisors Assistant, you can select a list of the Appointments you have for the next week (or any date range) and send a letter or email reminding your contacts about their Appointment. This feature is most applicable for appointments, but could be used for other calendar events such as Calls.

You'll be using the Mail Merge features of Microsoft Word to print these letters or emails, so you'll want to review the Wordmerge Chapter of this Help to become familiar with how to send mailings.

How to Send Appointment Reminder Letters

1.From the Calendar View Screen, click on the Report Button.

2.Enter the criteria for the events you'd like to select. Some of the fields you might want to use to filter your selection for these letters are Type, Date, and Has Name In With Field. Most likely  you'll only want to select Appointments that are set for the date range you select. Checking the Has Name In With Field Box ensures that your search finds appointments that are with a name in your database so that you won't print blank letters. For more details about these selections, please refer to the Printing Calendar Reports Help.

3.Once you've entered your criteria, click the Report Button.

4.From the Report Selection Menu Screen, click the Word Button.

5.Select your letter or email. Templates named "AA Master Calendar Letter.doc" and "AA Master Calendar Email.doc" have been sent with Advisors Assistant to help you write your letters or emails.

For additional details about printing mail merge letters and emails, please refer to the Wordmerge and Broadcast Email Chapters of this Help.

See Also

Getting Started With Wordmerge

Sending Mass Mailings

Sending Broadcast Emails