If you wish you can create a “Recurring Mail
Merge”. This allows you to instruction the system to automatically email
the recipient Carer list their Scheduled Tasks on a Weekly or Monthly basis.
Within the Recurrence Pattern Wizard, users can define the following criteria
for this recurring mail merge:
§ How often the Mail should be sent (Daily, Weekly, Monthly) and the range of recurrence
§ The Task Period à here you can define if this should send Future or Historical Tasks to the recipient list. We can also define the number of Weeks / Months’ worth of Tasks that will be included in the Mail Merge.