Legacy - Telephone / Email / Mail reminders
- For a date range create a list of clients for which reminders need to be sent out ( via. telephone, email and mail ) for a specific plan item.
- This list will only be for over due reminders and expired reminders can be added to this report by using optional filters.
- Used for Creating post card list , email blast lists and a list for follow up via the telephone.
Telephone reminder report
1) Select the date range
2)Then choose the filters for required reminder report
3)Then click on search reminder
Email reminder report
1) Select the date range
2)Then choose the filters for required reminder report
3)Then click on search reminder
Mail reminder report
1) Select the date range
2)Then choose the filters for required reminder report
3)Then click on search reminder.
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