I need to produce a list of agents to email a mailshot?

Within Class you would need to create an ‘Agent’ type document, inserting all text and required merged fields that you wish to include on the mailshot.

Then within an ‘Agent’ type quick report, add the fields and criteria to the report including the agent email address a (so that you can see agents that you might not have email address for).

Then select on ‘Search’ to display all the Agents that match the selected criteria.

You will then have the option to select ‘Send Document’, search and select the document that you have prepared to be sent to the selected agents.

Then select your ‘Send By’ method (Email), and tick ‘Send to All’

There is a helpsheet (no.SQL178) which covers this.  Please click on the following link to view or download helpsheet – SQL178.net Agent Mailing Email.doc

Tags : agent, documents, mailshot, quick report, SQL178

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