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Bulk Email

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deputy
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Joined: 31 Oct 2012, 12:06
Sage Version: v2012 18 UK/Europe/Africa

Bulk Email

Post by deputy » 31 Oct 2012, 12:11

When we go to send the days invoices by highlighting and clicking email, they send and sage marks off that all the invoices have been emailed. But if there is no email address in customers field it also marks that has email sent.
is there any way around this, so the ones that dont say they are sent can be printed and posted?

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brucedenney
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Sage Version: v30 UK/Europe/Africa

Re: Bulk Email

Post by brucedenney » 31 Oct 2012, 15:09

No, but yes...

What you can do is to make 2 copies of the layout.

a) Layout for email
b) Layout for print

You alter each of them to have an extra filter, if email <> "" for a) and email = "" for b).

Each day you print all the invoices to email and then print them all to print Those that have email addresses are emailed, those that do not are printed.

It is not perfect, but it works.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

deputy
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Posts: 2
Joined: 31 Oct 2012, 12:06
Sage Version: v2012 18 UK/Europe/Africa

Re: Bulk Email

Post by deputy » 06 Nov 2012, 09:14

Hi thanks for the quick reply
ive had a look through but dont quite understand
wherabouts do i alter the report to add the criteria
ive looked in report designer but im not sure
thanks

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brucedenney
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Posts: 4664
Joined: 28 Feb 2006, 09:56
Sage Version: v30 UK/Europe/Africa

Re: Bulk Email

Post by brucedenney » 06 Nov 2012, 18:43

In the report designer

go to Report>Filters

If there as already filters on your report Select "And" in the drop down box and another line for a new filters appears

Sales Ledger . Email Equals

in the other report

Sales Ledger . Email Doe snot equal
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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