User's Manual - Drake Software

Drake Software User’s Manual
Interactive Support
• Click the arrow next to the To icon and select Report Generated List.
The Report Manager window is displayed.
4. Select (or create) a report that includes only those clients who fit the criteria for
the e-mail list. (For example, to include only those clients who have filed an
extension application, you would create an “Extensions” report.)
5. Click View Report. A message states the number of matching e-mail addresses
found. Click OK to close the message window.
Your recipient list has been generated. When you click Send, the e-mail message will
go to all e-mail addresses in the list. To view the addresses, click the Edit button (see
Figure 10-23). To remove a name from the address list, select it and click Remove.
E-Mail
Keywords
Any keywords that were available to the report are now in the Keyword Selector
pane of the Compose Message window (Figure 10-23.) You can double-click a keyword
to add it to the body of the e-mail. In the Figure 10-23 example, the preparer has
begun the letter with the greeting “Dear .”
Figure 10-23: Selecting from available keywords for e-mail message
Click your pointer anywhere within the body of the e-mail before double-clicking the
keyword to have the keyword entered in that location. Once keywords are added, edit
the e-mail message, add a subject line, and add any attachments before clicking Send.
The message is sent to all selected recipients.
NOTES
Recipients will be unable to see other addresses in the recipient list;
they will be unaware that others are receiving the same e-mail.
To delete the recipient list, click Cancel Query at the bottom of the
Compose Message dialog box.
If you close the completed message before sending it, you will be
prompted to save it in the Drafts folder. If you click Yes, the e-mail message
is saved, along with the generated report list and keywords.
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