The Appointment Reminders master file enables you to assign Appointment Reminder letters to locations, resources, and events. This section does not explain how to create or edit a letter.
To assign a letter to a location, resource, or event level, do the following:
- In File Maintenance, select Master Files, and then select .
The Appointment Reminder Letter Maintenance window opens.
- Under the NextGen Letters icon in the pane on the left side of the window, select the level that you want assign a letter to. Use the + and – signs to expand or collapse the folders.
Resources display by expanding Locations and Events display by expanding Resources.
- Under the NextGen Letters icon in the pane on the left side of the window, select the level that you want to assign a letter to. Use the + and – signs to expand or collapse the folders.
Resources display when you expand Locations; Events display when you expand Resources.
The Name and Assigned Letter columns can be sorted alphabetically in ascending or descending order. To sort a column, select the column heading and then select the symbol for ascending order and the symbol for descending order.
- In the pane on the right side of the window, highlight the item you want to assign a letter to.
- Right-click and select Assign Letter from the shortcut menu.
The
Appointment Reminder Letters window opens.
- From the Please select a letter to assign list, select the letter you want to assign the selected location, resource, or event to.
- Select OK.
The letter is now assigned to the location, resource, or event that you selected. In the Assigned Letter column in the pane on the right side of the window, the words Unassigned Letter are replaced with the name of the letter you selected.
