Sending cards via Personal Card
Use the Postverzending export under Inbox > Geplande berichten to create an address list for Personal Card, for example for personal vaccination invitations. Each animal gets its own row in the export, with the client, address and animal details you need to send cards by post.
Creating the address list
Go to Inbox > Geplande berichten. This is where you can find all scheduled reminders, such as vaccination reminders.
Use Zoeken, Periode, E-mailadres and Productgroepen to set which reminders appear in the list. For example, use the Zonder e-mailadres filter if you invite clients by card instead of by email. The active filters determine exactly what is included in the export.
Choose Extra > Exporteren voor > Postverzending. Vetocare downloads the export as an Excel file.
Open the file and check that the client, address and animal details are correct for each row.
Use this file in Personal Card as the address list for sending your cards.
If you only want to export the list of scheduled reminders itself, choose Exporteren > Opslaan als Excel-bestand. This export has one row per reminder and does not include address details.
What the file contains
The columns are, in this order: Bedrijfsnaam, Naam, Adres, Postcode, Plaats, Onderwerp, Datum, Diersoort, Diernaam and E-mailadres.
Each linked animal gets its own row, so you can send one card per animal. A reminder linked only to a client gets one row without animal details.
The Naam column is made up of the client's salutation and your practice's name display and name order settings. This ensures that the cards arrive with the same name and salutation as in your letters and templates.
Read Cliƫntnaam instellen to learn how to set the name display and name order; you can manage the salutation via Aanhef gebruiken bij cliƫnten.