Page Comparison

From main menu:

• Click user name/office

• Select Configuration and click Setup Mailings/Events

  Image RemovedImage Added

• The Setup Mailings /and Events screen will be displayed

From the Setup Mailings/Event screen:

• Ensure Mailings option is selected (top left)

  

To add new mailings:

• Click the Add button
  This action clears the right side of the screen, ready to add a new mailing

To edit an existing mailing:

• Select the mailing on the left

• Make changes on the right

• Click Save

The following settings are available:

Code

Enter a unique code for this mailing, see examples above

Name

Enter the name of the mailing

Type

Select the category the mailing needs to go in

Expand
title To create a new mailing category
- Click Add - Enter Name for the mailing category Image Added - Select the Office(s) to associate with this category - Click Save The new mailing category will be available as a Type option You may need to log out/in to update the menu

Recurring

Tick if the option is recurring???????????

Weekly on, Monthly,
Annually, Other

If this mailing is recurring (see above), select its frequency

Default letter

??????????

Office

If the mailing is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

???????????

From the Setup Mailings/Event screen:

• Ensure Events option is selected (top left)

  

To add new mailings:

• Click the Add button
  This action clears the right side of the screen, ready to add a new mailing

• To edit an existing mailing:

  • Select the mailing on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Enter a unique code for this event, see examples above

Name

Enter the name of the event

Type

Select the category the event needs to go in

Expand
title To create a new event category
- Click Add - Enter Name for the event category Image Added - Select the Office(s) to associate with this category - Click Save The new event category will be available as a Type option You may need to log out/in to update the menu

Recurring

Tick if the option is recurring???????????

Weekly on, Monthly,
Annually, Other

If this event is recurring (see above), select its frequency

Default letter

????????

Office

If the event is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

????????