Page Comparison

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 - 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

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Office

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

Categories

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