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Automatically adding a mailing action with the Mail tab

Last post 01-20-2010 11:25 AM by Chris Propper. 3 replies.
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  • 01-20-2010 8:47 AM

    Automatically adding a mailing action with the Mail tab

    Is this possible? I want to use RE to do a mailing of thank you letters, but I want it to automatically create a mailing action on that persons record.

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  • 01-20-2010 10:36 AM In reply to

    • Elizabeth de Almeida
    • Top 75 Contributor
    • User Since: 2000
    • Posts 90
    • Organization: Manhattan School of Music
    • Products:  The Raiser's Edge

    Huh? [:^)] Re: Automatically adding a mailing action with the Mail tab

    Hi Sarah, If you are not able to find out about the RE automatically creating an action, for your thank you letters, can you use the global add feature to have the action to go onto all the records that are receiving those specific thank letters? You can create a simple query that contains the ids of the individuals who will receive the thank you. Go to the menu "Admin". From there select the globally add. Choose action. Would that work as well for you?
    Elizabeth de Almeida
    Manhattan School of Music
    Filed under:
  • 01-20-2010 11:13 AM In reply to

    Re: Automatically adding a mailing action with the Mail tab

    Thanks, that is a good solution, although I was hopnig the Mail function would do it for me, I could definitely do it that way.

  • 01-20-2010 11:25 AM In reply to

    • Chris Propper
    • Not Ranked
    • User Since: 1998
    • Posts 10
    • Organization: University of Reading
    • Products:  Blackbaud NetCommunity, The Raiser's Edge

    Re: Automatically adding a mailing action with the Mail tab

    Oh, wouldn't it be great if Mail did it for you?

    Chris Propper
    Systems Manager
    Development & Alumni Relations Office
    University of Reading
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