Pension Portal: 6.8 Preview

Step by Step Mass Mailer including filtering by Workcenter Tasks

Mass Mailer has been improved to be more user friendly by breaking up the process into three steps.

Steps

Below is a screenshot of Step 2, where you can filter recipients by Workcenter Tasks – for example if you want to send a mass email out to all clients who did not complete their census, you can filter by that task and get a list of clients. From that list of clients you will be able to select recipients to include in the mass email. Remember that the mass mailer sends out an individual email to each client.

(Click to Enlarge)

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