A new feature
has been added to SAMS with the latest update/release to save users from
the necessity of running a report first to generate a group email list.
the Utilities>Group Email/Fax>Maintenance
menu option, you can now include an SQL statement that will generate the
list with the latest email information. Once
a list is established, you simply choose the list from the Utilities>Group
Email/Fax>Sent menu option.
on the add button. Enter
up to a 6 character code to identify the group.
a description of the group email list up to 50 characters.
are two options for the list. If
you do not enter an SQL statement, then this list is used by going to
each Individual and right clicking on the record and choosing Group
Email Maintenance to add them to this group list manually. See
If you have
a select group of individuals that you send group emails routinely, then
you can enter an SQL statement. Using
this method will insure picking up everyone who has been recently added.
create the SQL, create the Data Pipeline in SAMS Report Writer, and copy/paste
the SQL into the blank window.
Click on the
Add individuals to an existing group
on the browse icon and find the file to add to the group
email list. This
file should contain just the Individual ID numbers of the group you wish
to send to. This
is the same type of file used for the previous version of Group Email
utility - the group must be created with either a Crystal or SAMS Report
Writer report first.
the code to identify the existing group list (created on the Details tab).
the Run button. When the process is complete, click on Close.
Delete a group
the 6 character code of the group list to delete. Click
on Run. This
will delete the code from the Group Email List and delete the code from
all Individual's Group Email Maintenance. When
the process is complete, click on Close.
You are now ready to send a group email.
from the Email Group List you have defined. Create
your message (text or HTML Source Code) and click Send. Refer
to topic HOW TO GROUP EMAIL...
In order for staff to have
access to this Utility, the table and rights must be added to the User's
security (non-supervisor only). In
SAMS, go to Utilities/Users and choose the user name to update. Click
on the Security Tab and select one of the existing table Names. Click
on to add the new table -- from the drop down arrow, choose
Email Group List and set the appropriate rights level.