Project: Customer MailMerge from within Notes (Managed by Murray Lane)
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Project Category:
Messaging
Primary Contact:
Murray Lane
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Details |
I've looked through the other projects and not seen anything like this - unless I've missed it.
I was asked to create a way to send a Set mail (newsletter) to all Customers from a PAB or Shared Customer Address Book.
I have added some code to the Standard ND6 Address Book, for testing, and here is the result.
There are two new Views under a Twistie called MailMerge - One view is called Archived Forms and the other is called Current Form.
Users can create multiple MailMerge forms - in the forms the users can add a Subject, Salutation, MainBody and SignOff. They can also set the form as Current or Archived - this then determines which form is used when sending the Mail.
Users then go to their Customer list, select the names they want to send to and use an agent which composes the mail - using the data in the fields in the Active MailMerge form and also from each Customer entry in the PAB. The mail is then personalised and sent to all names.
Everything is coded using Formula language - which makes it easy to modify - but the downside is that I have not been able to pull through attachments - so Attachments can not be included in the Mail which is sent- if they could be then I think this would be a perfect solution.
If anyone knows how to get attachments pulled through then please feel free to amend the MailSend method. |
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