Differences

This shows you the differences between two versions of the page.

--- missing_pieces [2019/03/15 09:29] – created mibase
+++ missing_pieces [2021/04/23 14:51] (current) – mibase
@@ Line 1: / Line 1: @@
-====== Missing Pieces ======
+===== Bulk Emailing Members with Missing Pieces Version 2 =====
-====== Recording missing pieces in the loans page ======
+Setup - make sure the template is setup correctly, as well as the other bookmarks used in bulk emails, there is <color red>[missing]</color> that lists the missing pieces, lost today. This [missing] bookmark is the same for all missing parts and today's missing parts, its the Filter selection that determines the list of pieces to be shown.
+You can alter the missing pieces date to show "yesterdays" missing pieces, by select a different date from the missing pieces calendar.
+Select  **Members** from the main menu
+select the grey **Email** button on the RHS of the page to display the email function box
-===== Bulk Emailing Members with Missing Pieces =====
+{{:missing:image_1.jpg?600|}}
+Select the "**Missing Parts Today**" filter, once this is select a list of members will be displayed with the members that have lost pieces today.
-===== IMPORTANT =====
+{{:missing:mp2.jpg?600|}}
-To use the bulk email function to automatically insert the missing pieces into the email you **MUST**
+Select the **Missing Parts Today** Email Template
-**FIRST**
+{{:missing:image_3.jpg?600|}}
-Select Template Missing
-{{:bulk_email:template_email.jpg?600|}}
+Select yellow **select all** button to "tick" all the members
+Select Blue Send Email (this won't send the email, but it will provide a preview via a popup box)
+check the email and then press the blue Send Email at the bottom of this page
+{{:missing:mp1.jpg?600|}}
-**THEN**
+There is also a function to send to members with all their missing parts, but you need to select "**All Missing Parts**" in the filter box AND the **Missing parts today** Template
-select the member category
+Missing Parts Today Filter, email looks like this
-{{:bulk_email:bulk_email.jpg?600|}}
+{{:missing:mp3.jpg?400|}}
-**Missing Parts Today** OR **All Missing Parts** see picture below
-otherwise the **[missing]**  bookmark will not work.
+All Missing Parts Missing, email looks like this
+{{:missing:mp4.jpg?400|}}
-Other bookmarks that can be used in the Bulk Email function can be found here, note that not ALL the bookmarks that are in the automatic processes are available in the bulk emailing function.
-Once you have selected the Member Category and the Template, select the members to send the email by ticking them
-{{:bulk_email:bulk_email_select_members.jpg?600|}}
-then scroll down to the bottom of the page and press the **Send EMail** button
-{{:bulk_email:send_bulk_email.jpg?600|}}