Automated email reminders for customers on Sage Line 50 / Sage Instant

The good thing is that, if you already have Excel, this will cost you nothing. The idea goes like this:

• In the Memo field in the Sage Customer Record, start a dedicated line with something like "#Service date:" and then enter, say, 0630 for the 30th of June each year.
• Run an Excel macro periodically to identify and automatically email customers where the Memo field indicates that the next service is due soon.

SMS messages are possible too, but you may need to pay for each message sent.

Please drop me a note if you are interested in the Excel file that will facilitate this functionality.