Choosing your recipients
When you start email from a grid, you can choose whether to:
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- Navigate to the grid containing the person you want to email.
This can be a selector grid, tag list, or a grid on a maintenance window.
In the example below, the email will be sent to the selected community member from the debtors selector grid.
- Right click on the grid and select Email > Selected Record.
Tip: If you have selected a student and want to email the student's parent instead, select Parent of Selected Record.
The Send Email(s) window is displayed, with the email address of the community member displayed in the To: field. - Update the fields as required.
- Click .
The email is sent to the recipient.
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- Navigate to the grid containing the community members you want to send an email to.
In this example, the email will be sent to all five staff members in the Staff field on the timetable grid for a class. - Right click on the grid and select Email > All Records.
Tip: If you have a grid of students and want to email the students' parents instead, select Parent of All Records.
The Send Email(s) window is displayed, with <Multiple Recipients> displayed in the To: field.
The email is sent to all community members in the grid.
Sending emails to some community members in the grid
To send an email from a grid to some community members in the grid:
- Navigate to the grid containing the community members you want to send an email to.
In this example, the email will be sent to some of the staff members in the Staff field on the grid. - Right click on the grid and select Email All Records.
The Send Email(s) window is displayed, with <Multiple Recipients> displayed in the To: field.
- Click to edit the list of recipients.
The Recipient List window is displayed.
Tip: Click on a column heading to sort records in ascending order. Click again to reverse the sort order.
Recipient List window key fields
Fields
Field | Description |
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Hide Empty Email Address(es) | Select to hide names that do not have an email address set up. |
Grid area fields
Field | Description |
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ID | Synergetic ID of the community member. |
Name of the community member and email address, if it is available. |
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