Manage Clients

The are four editing functions:

Add a Client

Enter the required contact information:

• First name.
• Last name.
• Company name.
• Email address.

Entries are required for all four fields to activate the "Add to Client List" button. Next, enter the meeting date. The system will attempt to issue a warning if a weekend or holiday is selected. The warning is presented in the status bar at the bottom of the program window. When satisfied that all of the data is correctly entered, click the "Add to Client List" button. All of the Email mailing dates will be computed from the meeting date and then all of the information will be added to the Client List.

Edit Client Information

Click the client whose information is to be edited. Any of the dates, the company name and the email address may be edited. When editing a date, the system will issue a warning if a weekend or holiday is selected. The first and last name may not be edited. When all of the information to be edited has been entered, click the "Modify" button.

Delete a Client Record

Click the client to be deleted. Click the "Delete" button.

Boiler Plate

This section manages the carbon copy (CC) address and the greeting. Enter the carbon copy address to be added to each email and click "Record".

There are two settings for the greeting:

• The "Greeting-First Part" is inserted before the contact's name. For example, "Dear" might be entered.
• The "Greeting-Second Part" offers options on using the contact's first and last name.

A complete example might be to enter "Dear" for the "Greeting-First Part" and then select the [First Name] for the "Greeting-Second Part". The result would be:

Dear Susan,