I am trying this out for someone as they want to be able to expand on their marketing efforts. I love the setup and would suggest adding a mail merge option. I work for a software company and we offer Health Records software. I would love for the practice to be able to download an excel spreadsheet with their customer information and be able to send an email campaign or send a mail merge to printing company for things like birthday cards, holiday greetings or more personal mailings for their 'special' clients (e.g. cancer survival patients, families that lost a loved one, etc.) Either way I love your product and will continue to suggest it. Thanks!