Differences

This shows you the differences between two versions of the page.

--- ug10-3 [2018/09/28 17:27] – Viola Scott
+++ ug10-3 [2022/06/03 12:37] (current) – Shelley Hunter
@@ Line 11: / Line 11: @@
 \\ 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.
@@ Line 70: / Line 70: @@
 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.