User's Manual - Drake Software

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Drake Software User’s Manual
Figure 10-22: Row headings must be Last Name, First Name, and Email Address.
2. Enter last names, first names, and e-mail addresses of all clients to be imported.
3. Click File > Save As. (Window Vista or Windows 7 users click the Office button
at the top-left corner and select Save As.)
4. Choose a location to save the file.
5. Assign a file name.
6. From the Save as type drop list, select CSV (Comma delimited) (*.csv).
7. Click Save.
To import the file into your Local Address Book:
1. From the Email - Inbox window, click the Address Book button to open the Edit
Address Book dialog box.
2. Click Import.
3. From the Import Address Book File window, browse to the address book file and
double-click it (or select it and click Open).
4. Click OK.
NOTE
To delete an address from the Local Address Book, select it and click
Delete.
Report-
Generated
Recipient
List
The Report Generated Recipient List option allows you to run a customized report
from your client, EF, and Scheduler data to generate a list of e-mail addresses. The
keywords selected during the query are then used to create an e-mail message. Keywords
inserted into the body of the message are replaced with the client’s information.
NOTE
You can access Scheduler data to send appointment reminders to
groups of clients. To do so, select a Scheduler report in Step 3 of the
following procedure.
To create a report-generated recipient list:
1. From the Drake Home window, click Help > E-Mail.
2. Click New to open a blank Compose Message window.
3. Do either of the following to open the Report Manager window:
• Click To in the New Message window and click the Create Report Generated
Recipient List link.
282 Tax Year 2012