I saw that 3 and 4 years ago, questions similar to this were asked, but I am not sure whether things have changed since then. We are on Timeslips 2015. Currently, when we want to send out mass communications to clients saying "it's been 5 years, you may want to come back and have things reviewed", etc. etc., I run a report with specific filters, download the results to Excel, do a mail merge in Word, and then we mail out traditional, hardcopy letters. I know that there is mail merge capability in Timeslips that perhaps could been used as an alternative, but the way we have been doing it has been in place for a long time. Now the reason for my question - instead of hardcopy letters, management would now like to send out mass emails for these 5 year reminders. Is there a way via Timeslips? For the most part, the body/verbage of the emails would be consistent, but the client name and a few other things would need to be customized for each email. If there is not a way, then I will have to try to do it in a way similar to what I am doing now for the hardcopy letters, i.e. downloading the data and doing it out of MS Word. Thank you!
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