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Tyler I was wondering if we could put a thank you and a reminder button and the HB program. So when the reminders come up we can just click on the customer then print the reminder. Then we input the customer we can then click a thank you button and have a thank you printed out. I guess I am wondering if we could use the HB program to print out a thank you and reminder by clicking a button. This would save time and be very easy for us that us the thank yous and reminders. If all this sounds confusing give me a call 970-568-9455.
I will give this information to the programmer. I guess it all depends on how much work it will take to impliment into the program. Once i have an cost estimate from Doug, i then take it to cody for approval. Then if its approved it will be written in as an update.
I’ll post back here with updates as i get them.
Excellent idea. I haven’t been sending thank you cards recently because I’ve had no time. This would greatly speed up things.
I don’t think Matt was talking about using the Word processor to do this. I think what he was getting at was having a button that when pressed would somehow automatically print out onto the reminder and/or thank you card. This way we wouldn’t have to go through exporting the customer list and then running the mail merge. This would streamline the processes of entering the customer into the HB database and also printing out the thank you cards at that time.
Let me clarify a little better. What I was thinking is to have two extra buttons added to the program. One would be on the schedule appointment page and click the thank you button it would them automatically print out your address, phone, etc and also print out the customers info and the postcard as well. With a single click. When it comes time to send out a reminder card you can again click a button I guess it could be the same button.
Matt,
Yeah, i understood what you wanted. It still has the same effect, if we want this feature implimented, then it would probly have to be a paid upgrade. We are still gathering more information about this.I will keep you updated as things progress
I have been thinking about this. It would be great to be able to click on a button and then have a screen that pops up giving you the names of past clients. Then you can select a check box to print one or many thank you/reminder cards.
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