Groups & Mail Merge

 

 

The Save As button allows users to create a second group  or spin off group from the current group.

 

 

Press the button will open up a pop-up window, where you can name the group in the Name field.

 

 

Then, press the Save button.

 

 

Update the new group, by pressing the Change button on the right-hand side of the new group.

 

 

The Change button allows users to make any changes to the following elements of the group:

 

 

 

 

The Delete button allows users to delete the current group.

 

A pop-up window will display requesting you to confirm the group which is being deleted.

 

 

To confirm, press the Confirm Delete button on the right-hand side of the page.

 

 

 

The Cancel button will cancel any changes made to the group which have not yet been saved.

 

It will bring the user back to the Groups page of byondpro.

 

 

 

 

The Merge to Word and Merge to PDF buttons allows users to create and format documents using the group content.

 

Details on how to use these features are explained more in the Merge to Word / PDF section.

 

 

 

The New Communication button allows users to create a new communication or to do task with the group.

 

 

Complete the necessary fields on the communication.

 

 

Then press the Save button on the right-hand side of the page.

 

 

byondpro will display a message, asking you to confirm if you want to continue. Press OK to move forward with creating the task

 

 

The communication or task will display on the Communications tab of the relevant records, and if not completed, will remind the user to action the task at the appropriate time.

 

 

 

The New E-mail and New Consent E-mail buttons allows users to draft and send mail merged e-mails to the selected group of recipients.

 

This process is reviewed in further detail in the Send Merged E-mails section.

 

 

The New Consent E-mail option will create an entry on the Consent tab of the selected records.

 

 

 

The Export to File button allows users to create an excel or text file from the group contents.

 

This file can be used to review and update data prior to drafting a communication to the group.

 

 

 

 

The Mass Update button allows users to perform complex batch updates on specific fields and the Mass Delete button may be useful for General Data Protection Regulation (GDPR) rulings, in which the company is  required to remove records, if there's been no contact for a period of time or no consent.

 

 

These functions will be restricted from use in the out-of-the-box byondpro.

 

Should these functions be desired with your groups, please speak to your OpusXenta consultant about whether this function is right for your business.

 

 

The Update Territory button allows users to update the territory on every record within the group.

 

 

By pressing the button, a pop-up window displays, where users can select the new territory for the records in the Territory Name field.

 

 

Then press the Save button on the right-hand side of the page to update.

 

 

 

Pressing the Refresh button will refresh the group with any changes that have been made to the group while on the record, such as a new record having been added to a static group by another user.

 

 

 

 

The advanced SQL button will display a new pop-up window, which houses the Sequel statement for the group.