Sending emails from a grid

Choosing your recipients

When you start email from a grid, you can choose whether to:

• send the email to the community member on the record you have selected
• send the email to the parent of the community member you have selected
• send the email to all community members in the grid area
• send the email to the parent of each community member in the grid
• initially choose all community members in the grid and then edit the list of recipients to delete people from the list or add new ones.

  Note: If you select to send it to the parents or guardians, the first priority is relationships that have Use Email set. If not, then Synergetic searches for contacts with the Lives With flag set. Only one email is sent, unless the contacts are separate Lives With contacts, in which case they will both receive an email.

Sending emails to a single community member or their parent

To send an email from a grid to a single community member:

1. Navigate to the grid containing the person you want to email.

   This can be a selector grid, tag list, or a grid on a maintenance window.

   In the example below, the email will be sent to the selected community member from the debtors selector grid.

   

2. Right click on the grid and select Email > Selected Record.

   Tip: If you have selected a student and want to email the student's parent instead, select Parent of Selected Record.

   The Send Email(s) window is displayed, with the email address of the community member displayed in the To: field.

   

3. Update the fields as required.
4. Click .

   The email is sent to the recipient.

Sending emails to all community members in the grid or their parents

To send an email from a grid to all community members in the grid:

1. Navigate to the grid containing the community members you want to send an email to.

   

   In this example, the email will be sent to all five staff members in the Staff field on the timetable grid for a class.

2. Right click on the grid and select Email > All Records.

   Tip: If you have a grid of students and want to email the students' parents instead, select Parent of All Records.

   

   The Send Email(s) window is displayed, with <Multiple Recipients> displayed in the To: field.

   

   The email is sent to all community members in the grid.

Sending emails to some community members in the grid

To send an email from a grid to some community members in the grid:

1. Navigate to the grid containing the community members you want to send an email to.

   

   In this example, the email will be sent to some of the staff members in the Staff field on the grid.

2. Right click on the grid and select Email All Records.

   

   The Send Email(s) window is displayed, with <Multiple Recipients> displayed in the To: field.

   

3. Click to edit the list of recipients.

   The Recipient List window is displayed.

   

   Tip: Click on a column heading to sort records in ascending order. Click again to reverse the sort order.

Recipient List window key fields

Fields

Grid area fields

Last modified: 20/12/2016 2:34:00 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.