Emailing Reports

Postby dadcowell » Mon Jul 15, 2019 9:06 am

Is it possible to set up email groups?

For example, I have four pairs of counters who rotate counting and depositing weekly tithes. I would like them to email the "Funds Report" for the week to the same group each week and the "Unposted Contributions Report" to another group each week. The people in the groups would not change each week. The types of reports would not change each week. The reports content would change each week reflecting the weekly receipts.

Put another way, is it possible to standardize the groups of email recipients and the report types?

Bill
dadcowell
 
Posts: 63
Joined: Thu Dec 08, 2011 7:27 am

Re: Emailing Reports

Postby Zorak » Mon Jul 15, 2019 9:12 am

Since e-mailing from the screen preview of a report allows you to select members of an activity, you could set up activities called "Email Funds Report" and "Email Unposted Contributions", adding the necessary people as members of those groups. That should be fairly easy to explain to the counters.
Zorak
Tech Support
Tech Support
 
Posts: 2512
Joined: Thu May 13, 2004 8:59 am
Location: PowerChurch Software

Re: Emailing Reports

Postby dadcowell » Mon Jul 15, 2019 11:27 am

Thanks Zorak,
That is a good idea that might do the trick. As a follow-up question, when I try to send the email, I get a message that tells me that my recipients don't have email addresses.

They all have addresses in their personal profiles. What am I missing?

Bill
dadcowell
 
Posts: 63
Joined: Thu Dec 08, 2011 7:27 am

Re: Emailing Reports

Postby NeilZ » Mon Jul 15, 2019 11:49 am

dadcowell wrote:Thanks Zorak,
That is a good idea that might do the trick. As a follow-up question, when I try to send the email, I get a message that tells me that my recipients don't have email addresses.

They all have addresses in their personal profiles. What am I missing?

Bill


Do you have the boxes checked on the Personal Profiles to allow bulk emails ?

Neil Zampella

Using PC+ since 1999.
NeilZ
 
Posts: 8949
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA

Re: Emailing Reports

Postby dadcowell » Mon Jul 15, 2019 12:09 pm

Neil,
Yup, that was the answer. Working just fine now. Thanks for the tip and help.

Bill
dadcowell
 
Posts: 63
Joined: Thu Dec 08, 2011 7:27 am