ug10-3

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ug10-3 [2018/08/13 09:17] – Viola Scottug10-3 [2022/06/03 12:37] (current) – Shelley Hunter
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 \\ Highlight any contacts you want to filter. In the below example I have highlighted one that I do not want to include in the mailer. \\ Highlight any contacts you want to filter. In the below example I have highlighted one that I do not want to include in the mailer.
  
-{{:mail_merge_tab.jpg|}}+{{ ::mail_merge.png?nolink |}}
  
 **<color red>NB if you are using a version prior to 2.2.9.9</color>** then you will then have to highlight and save the records that you want to send the mailer to into a stored selection, retrieve that stored selection and then continue. **<color red>For versions 2.2.9.9 and after</color>** you can continue without saving the selection, just keeping those you wish to filter highlighted on the selector. **<color red>NB if you are using a version prior to 2.2.9.9</color>** then you will then have to highlight and save the records that you want to send the mailer to into a stored selection, retrieve that stored selection and then continue. **<color red>For versions 2.2.9.9 and after</color>** you can continue without saving the selection, just keeping those you wish to filter highlighted on the selector.
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 There are three options for whether contact events are made when doing a mail merge to contacts. This is set up by your agency according to requirements. See [[faq10-00| How to create a contact event from a Mail Merge.]] There are three options for whether contact events are made when doing a mail merge to contacts. This is set up by your agency according to requirements. See [[faq10-00| How to create a contact event from a Mail Merge.]]
  
-9.Link to Applicant.\\ It is possible to attach the CV of one candidate to multiple client recipients, as in sending out speculative CVs. Use the Link to Candidate button to select the candidate.\\  +9.Link to Applicant.\\ It is possible to attach the CV of one candidate to multiple client recipients, as in sending out speculative CVs. Use the Link to Candidate button to select the candidate.\\ 
-When enabling the send out of the mailmerge by email tick the CV(s) box to attach the candidate’s CV to each letter.\\  +\\ 
-When Contact Events is used each will also be linked to the Candidate.  +When enabling the send out of the mailmerge by email tick the CV(s) box to attach the candidate’s CV to each letter.\\ 
- +\\  
 +When Contact Events is used each will also be linked to the Candidate. The Candidate will show in the Linked Column on the list of Contact Events in the Company record\\ 
 +\\ 
 +\\ Version 2.21.11+ to ensure users are searching correctly and only sending targeted mail merges by text or email it is possible to limit the number of emails/texts that can be sent in a single mail merge.  If a user tries to send a mail merge or bulk text to more people than specified here they will get a message stating they have exceeded the limit.  <ifauth @technical> To set a limit on the number of emails/texts that can be sent in a single mailshot please go to Maintenance>General Settings and set the group to Email/Telephony and then in the search box search for ‘430’. This will bring up a setting ‘Maximum number of SMS/Email’. In the value column set the desired number and save and close. </ifauth> \\ 
 +\\
 <note warning>It has come to our attention that some problems have been experienced when the User tries to run a mail merge from within the candidate selector or client contact selector screens within IQX. <note warning>It has come to our attention that some problems have been experienced when the User tries to run a mail merge from within the candidate selector or client contact selector screens within IQX.
  
  • ug10-3.1534151877.txt.gz
  • Last modified: 2018/08/13 09:17
  • by Viola Scott