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AVImark Forum::Suggestions::E-mail reminders
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 Subject :E-mail reminders.. 03-10-2010 04:48:40 
lrah
New User
Joined: 03-10-2010 04:41:21
Posts: 3
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It would be very helpful to be able to separate clients who have an e-mail address on their account and don't want to be sent reminders by e-mail but would prefer to receive postcards. We still need their e-mail on file so it will automatically send them a reminder via e-mail.
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 Subject :Re:E-mail reminders.. 03-10-2010 08:24:25 
Jeremy-AVImark
Advanced User
Joined: 02-11-2009 12:49:44
Posts: 677
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Hi,

We have a Client Action Code that has the program always print reminders for that client (it still emails reminders too.) If you do a right-click Change on a client, highlight in the Codes field, and add G to the existing codes before clicking OK.
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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager
 Subject :Re:E-mail reminders.. 03-11-2010 05:38:22 
lrah
New User
Joined: 03-10-2010 04:41:21
Posts: 3
Location
Hi,
Thanks for your response. Is there a Client Action Code that will not send them a reminder by e-mail? I want to still keep their e-mail address on file, but not send them e-mail reminders.
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 Subject :Re:E-mail reminders.. 03-24-2010 12:41:03 
Jeremy-AVImark
Advanced User
Joined: 02-11-2009 12:49:44
Posts: 677
Location
Hi,

Currently, there is not. I understand the need a little better now. I just wanted to make sure you knew about the G in case it would be helpful.
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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager
 Subject :Re:E-mail reminders.. 06-04-2010 15:58:40 
the bookkeeper
User
Joined: 02-25-2010 12:37:51
Posts: 20
Location
i like this whole e-mail topic tonight.
in your case irah, maybe if a client doesn't want e-mailed reminders,
you could move their e-mail address to a client note.
or you can put it into another client information field, such as where 'spouse' is.

and then if you wanted to e-mail an invoice, put their address back into the right field, and take it out again.

i know that's not what you wanted, but it might work for now.
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