Feedback on: EventPro Planner Manual - Print, Email and Save a CommunicationSendRecord_a_Communication_Chapter_13Chapter 13: Communications > Print, Email and Save a Communication /Dear EventPro Planner Documentation Department,
Print, Email and Save a Communication
Now that you have created your communication in the Communication [New] window, you must choose how you are going to transmit it to the recipient and/or save it in EventPro Planner records.
Remember that you adjusted the default System Settings for Communications earlier in Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications.
While still in the Communication [New] window, click on the General tab and click the Edit button next to the Letter Template field.
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The Word Processor window will open.
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Click on the Merged Text tab to view the document with the appropriate text in the merge fields. You can turn on or off the preview panel along the left by selecting View | Preview Panel.
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From the word processor main menu, select File | Print.
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In the Print dialog, ensure that your printer settings are correct and that you have selected the appropriate paper and number of copies. Click OK.
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If you have any problems printing, ensure that your settings are correct under File | Printer Setup.
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When you are finished printing, select File | Close to close the word processor window.
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If you want, you can now save a record of this communication. Click Save to record the details of the communication, as well as the letter itself. Click Save Without Letter if you want to record the details of the communication, but not the letter itself. This option can preserve a lot of hard disk space, especially if you send the same letter to numerous customers.
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A prompt to create a follow up action may appear, depending on your system settings. In Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications, you chose whether you wanted to always or never create a follow up action after saving a communication, or to be prompted each time .
Click the Send Email button in the bottom left corner of the Communication [New] window.
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A Confirm dialog should appear informing you that the email has been sent successfully. However, remember that you may have marked certain companies, contacts, attendees or exhibitors as "Do Not Contact By" certain methods. This is primarily relevant for email communications. For example, if you attempt to send an email to a recipient you have marked to not contact by email, you will receive a Confirm dialog warning you that the email recipient chose not to receive communications of this type. Click Yes to continue and send the email anyway, or click No to stop the sending process.
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A prompt to save the communication may appear, depending on your system settings. In Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications, you chose whether you wanted to always or never save a communication after sending an email, or to be prompted each time. You also decided whether you wanted to always or never save letter content after sending an email, or to be prompted each time.
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A prompt to create a follow up action may appear, depending on your system settings. In Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications, you chose whether you wanted to always or never create a follow up action after saving a communication, or to be prompted each time.
To save a communication without printing or emailing it, simply click the Save button.
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If the communication uses a letter template, you can click Save Without Letter to record the details of the communication without saving the letter itself. This option can preserve considerable hard disk space, especially if you send the same letter to numerous customers.
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If you are running the Enterprise Edition of EventPro Planner, you may have the option to save incoming or outgoing attachments, depending on your system settings. In Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications, you chose whether you wanted to always or never save attachments after saving a communication, or to be prompted each time .
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A prompt to create a follow up action may appear, depending on your system settings. In Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications, you chose whether you wanted to always or never create a follow up action after saving a communication, or to be prompted each time .
