This article explains how to identify the contacts you would like to receive your Referral Reminder Postcard.
Find the Flag
To flag your postcard contacts, you'll add the "D4U - Postcard RR" flag to the contacts that you will send the Referral Reminder postcard to.
There are two ways to flag your contacts.
1. In myClients click Contacts.
2. Select a contact from the list.
4. Check the "D4U - Postcard RR" flag and save.
5. Your Contact now has the new flag.
6. Click contacts to view your contact list. Complete these steps for each contact that will be part of your postcard mailing.
This allows you to group your contacts and apply the flag to the group in bulk.
1. Select Contacts
We're going to use the ClientTouch workgroup feature in myClients to group your contacts and flag them simultaneously.
First, we need to ensure that there are no contacts in the existing group. Click ClientTouch and click Clear Workgroup.
For a detailed description of ClientTouch see: Working With a Group of Contacts - ClientTouch Workgroup.
The Contact List has a column with a grey icon next to each contact record.
This tells you which contacts are in the ClientTouch workgroup. Gray - not in a workgroup. Green - in a workgroup.
If you don't see the In Client Touch button in your contact list see: Add-In Client Touch to Contact View.
Next, find the contact that you would like to include in your Referral Reminder Postcard mailing and click the grey icon. It will turn green, that contact is now part of the ClientTouch workgroup.
Notice the ClientTouch number will update in the toolbar.
Continue clicking the in Client Touch icon next to each contact that will be part of your postcard mailing.
2. Group Edit
Once you've selected your contacts, add the Postcard flag to the group.
Click the ClientTouch button to access your workgroup.
Click Group Edit.
In the Flag section, click the Add Flag button.
Choose the "D4U - Postcard RR" flag and click Apply Changes
Click Yes, Confirm Group Edit.
Your selected contacts now have the D4U - Postcard RR flag!
You are done working with this group, click Clear Workgroup.