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Part 1. Create an email template
- From the Activities screen, click Email manager
- Click, Message Templates
- Use the drop down to select Email
- Click Add Template at the top left of the window
- Create the template and click Save.
Part 2. Build the client listings and send email
- Go to REPORTS->QUERIES, MAIL MERGES & LISTINGS
- In section 2. Build Selection Criteria, Change the radial button to Patient
- Use the first drop down to select Species, ensure the second says Equal To, and use the third drop down to select ‘Rabbit’
- Click Add
- Click the Execute button in the grey section to the right
- In section 3. Select Output Style, change the radial wheel to Send Email
- Use the Drop down to select the email template you had created earlier, and/or select a reminder letter that is appropriate to attach, by clicking browse.
- Click, send selected Email template