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As the holiday season approaches, use Smokeball reports to generate a list of clients you can use as the basis of an Excel Mail Merge! 

  • Go to Reports
  • Expand the Select Report dropdown
  • Select Client - Full List (it’s the 5th one on the list)
  • Use the Date Opened From/Date Opened To filters to limit the report to Clients from matters opened within a specific time period
  • Use the Included Columns filter to hide any non-address-related columns to make your mail merge that much easier
  • Use the Matter Type and/or Contact Tags filters to further hone your results.

Once you have the list you want, export it to a .csv file and use that file as your data source in Excel to execute a mail merge.

Thanks ​@Josh Hehner 

Since some clients may have moved, passed away, and/or aren’t getting a card for whatever reason(s), when the list is reviewed and finalized it’s helpful -- for next year -- to create a new tag (“holiday card” or something like that) and tag those clients (and other) contacts who received a card.  Next year it makes doing this way easier.

 

​@Josh Hehner 

Say, on the client list report, unfortunately, we don’t have the option to view and download into an excel file a column for atty responsible and for matter.  That’s important to sort-out some clients who we don’t typically send cards.  Should I request a SB improvement or will you do that on your end?

​@Josh Hehner 

Say, on the client list report, unfortunately, we don’t have the option to view and download into an excel file a column for atty responsible and for matter.  That’s important to sort-out some clients who we don’t typically send cards.  Should I request a SB improvement or will you do that on your end?

​@JG3 We are unable to add matter-specific information to the Client-Full List report columns because many of our users have multiple matters opened concerning the same client. In the scenario you stated above, it could be possible for there to be different Attorneys Responsible handling different matters for the same client. The only way to ensure this different information is handled separately and reliably would be to have the same client appear multiple times on the report. There are 2 solutions for the situation you outlined:

  1. Use the “Attorney Responsible” filter to run the report for each Attorney Responsible. 
  1. The most reliable solution, though, is to create a “Do Not Contact” or “No Holiday Card” contact tag and apply it to all those clients you don’t want to send cards to. When you run the Client-Full List report, expand the “Contact Tags” filter and de-select the appropriate contact tag so those clients do not appear on the report.

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