Generate Customer Notices For List

General Information

This screen enables you to select a notice, header date, and sort criteria to mail/merge a standard customer notice to the list. You can also select to send notices via e-mail or fax. The function also enables you to optionally create customer notice contact entries to update the Customer Information - Contact History tab of each customer in the list to which the notices are being sent.

Note: M.O.M. uses Total Count as the criteria for generating notices.

See Also

Customer Notice Maintenance

How to Use the Screen

Enter or select the information in each of the fields.

LETTER HEADER DATE - enter a date to be printed on the notices as a header date.

NOTICE TO SEND - select the notice to be used in the mail/merge. Notices are created using the Standard Customer Notices Module.   When creating a customer notice using an RTF with graphics, it is recommended to use the LMM Rich Text Notices Mail Merge with MS Word restriction.  

Send Options for Notices

There are three send options for notices. Any combination of options may be selected.

Note: MS Mail must be installed on your workstation/network to use either the Internet e-mail or Fax options below.

PRINT TO PRINTER - this option prints the notices when the PROCESS button is pressed.

E-MAIL - this option sends the notice as an e-mail to the customer's e-mail address using Microsoft's Outlook 2000 program when the PROCESS button is pressed. The customer must have an e-mail address set up in the General information tab of Customer Information. If you use this option, you should also enter a SUBJECT HEADER for the e-mail in the field at the bottom of the screen.

FAX - this option sends the notice to the customer's fax number using Microsoft's Outlook 2000 or Symantec's Winfax program when the PROCESS button is pressed. The customer must have a fax number entered in the ALT/FAX field of the Customer Information screen. If you use this option, you should also enter a SUBJECT HEADER for the fax in the field at the bottom of the screen.

ONLY PRINT WHEN E-MAIL OR FAX ARE NOT AVAILABLE - check this option if you have selected to send notices via e-mail and/or fax and you want notices printed for any of those customers who may not have an e-mail address or fax number as part of their customer information.  If the customer has an e-mail address which it is not deliverable, then the notice will automatically print in the next batch of customer notices printed..

SORT PRINTOUT BY - select a sorting preference to be used when the letters are generated and printed.

Select the PROCESS button when all selections have been made to generate the notices for the list.

Optionally, when prompted, choose to update the individual customer contact records with the notice sent and send date information.