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Contacting
Your Customer
You can automatically email or write a MS Word document to your customer by either clicking on the appropriate Email and Word buttons in the Customer Details screen, or by right clicking the customer details on the main screen and choosing the relevant option.
Email Customer
If you chose Email then your email program will start and an email to the customer will be created allowing you to type in the message text you want to send to them. Obviously you will need to have enetered an valid email address for your customer.
Write Word Document
To Customer
When you select create a word document, you are prompted to include a body document.
If you say yes to this then you can select body documents that you have previously created from a list
This body document will be inserted in to the main body of the Word Document you are creating. You can obviously create several body documents for different purposes, e.g. 'Your retesting is due on such and such a date', or 'Please find enclosed a copy of your test reports and Invoice'
SimplyPats will automatically generate the word document including your address details, the customers address details and any salutations. Once created you will be prompted if you want to edit the word document now.
You can then add any personal information or make changes prior to print and saving it.
The body documents by default stored should be stored in the folder c:\Program Files\SimplyPats 6\Word Documents however you can of course store and select them from anywhere on your computer.
NOTE: The
Create Word Document funtion will only work if you have MS Word (or MS Office)
97 or above.
Send Retests To Outlook
This option takes you to the Add Outlook Appointment screen. Here you can add appointments for all the unique retests dates of the currently loaded SimplyPats file. See Add Outlook Appointments
(This Topic Last updated 04/03/2008)
