Emailing in the Church Office Personnel Tab

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  • Updated 6 years ago
In church office on the personnel tab is there anyway to email members with their safe environment requirements? We created a one page report in the information tab for our members, but since we've moved our personnel to the new tab, we discovered there is no way to email or create a letter for each person. Any ideas?
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Lillian Trasko

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Posted 6 years ago

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Paul Goldsworthy, Product Owner

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Hi Lillian. This is possible but the report will need to be redesigned because the information is contained in a different location now that you are using Personnel screens.

All letter reports have options that allow you to "Email the letter". Look on the last step of the report wizard for the checkbox that enables this. So to start, create a new letter report in the Personnel section.

You'll have to look at the design of the original report and recreate something similar with information from the Personnel screens.
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Lillian Trasko

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Paul, thanks for your quick response. The original letter created was actually a report with the table of "Safe Environment" that was manipulated so individual letters could be printed out. We are trying to avoid the cost of printing and would like to email letters to teachers, staff, etc. with the information found in the safe environment tab in the personnel section. I've tried copying the report fields into a new letter, but all that appears are numbers. I can create a new report, but cannot see how it can be emailed to individuals with their personal info. In the create a new letter section I noticed you can "add list" with other info. Would it be possible to create a "List" with the safe environment info?
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Karen Komlos, Official Rep

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Lillian, if you can send me a copy of the List you're using, I can convert it for personnel for you. Look in your \data\report\pds folder. It will start with "List-" and end with ".rtm". If you need help finding or sending it, call our support line. If they can't help, ask to speak to Karen Komlos.