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Outlook 2007 Send reminders with Content

Posted on 2011-09-29
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Last Modified: 2012-05-12
I need to send out a reminder at the end of our fiscal month (which is a different date and day of the week every month so I can't say 3rd Wed. or 29th of every month).  I was using forms to send these dates out, but in pulling up the reminder it doesn't display the details listed in the text field below the date/time of the event.  The details are required so users know that:
1. They are receiving the reminder at the end of the month to submit paperwork
2. They can view the text on what specific steps are required.
Any help would be great.
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Question by:bergquistcompany
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by:apache09
ID: 36907070
Would it be easier to just use a recurring calendar appointment instead.,

Set the recurrance to the 29th day of every month

Send to all staff required

*Note: Set the recurrance for no longer than 1yr
After a Year has passed, create a new one
Doing this helps reduce Appointment Corruption over time
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Author Comment

by:bergquistcompany
ID: 36914357
The only problem is it recurs every last Thursday of the month except for May and December so I'd have to send 3 meeting requests v.s. one.  I want to send with notes included.
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Expert Comment

by:apache09
ID: 36921721
The set the Recurrance For The Last Thursday, Every Month

Once set, and the meeting is populated in the calendar you can Delete the Single Occurance for those sepecific Months.

In the Appointments you can also Insert Notes As well, before sending

Any Notes Added after Sending you can send an update to all users
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Author Comment

by:bergquistcompany
ID: 36922115
So there is no way for the other two months to send one meeting or use outlook forms to set all dates including notes if they are not all the last Thursday of the month?
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apache09 earned 500 total points
ID: 36927386
Since you are excluding May and December

Theres really no other way weather or not you use a Form, Appointment, or an Task as you will then need one from JAN-APRIL, JUNE-NOVEMBER

Of course its not like its very hard to create two Seperate Recurring appointments.
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Author Comment

by:bergquistcompany
ID: 36942212
I was afraid of that just wanted to make it as easy on users as possilble
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