Send Yahrtzeit and Birthday Reminders by Email

Send your Yahrtzeit and Birthday Reminders by Email.

Just in time for the US Post Office price increase for regular mail to a whopping .44 cents (!) CMS comes up with yet another way to save you time and money.
Send your occasion reminders by Email. The only downside is that you can't include a yahrtzeit candle...

Here are the steps

1. Click Reports > Occasions
2. Choose Occasion: Yahrtzeit or Birthday, etc.
3. Choose Output: Word Merge
4. In the Include Email field, choose an email address or check the "Use email associated with individual" check box.
   (Use this check box if you don't want to use a specific email address type, but rather want to use the email that is associated with the individual whose occasion this is, birthday for example).
5. Optionally, choose other criteria as needed.
6. Click OK.

Note: If you are new to Word Merges (you are using the "Built-in" letters for occasions), you'll need to set up a Template in word that has your letter and the fields. There are some sample templates on your computer at C:\Chabad Management System\Sample Templates.
 
Once word opens, click the Merge to Email button. See http://support.chabadms.com/KB/a308/.aspx for some more details on Merging to Emails where the same principle applies.

For detailed instructions on occasion reports and letters, see 

• Occasion Reports: http://support.chabadms.com/KB/a363/.aspx 
• Occasions: http://support.chabadms.com/KB/a365/.aspx

Feature implemented in version 9.5.11