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karl

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  1. karl's post in Green Cards and contacting Clients was marked as the answer   
    Hi Steve
     
    You should be able to generate emails via Database Enquiry.
     
    You would search with something like:-
     
    bpy.ptype              Equal to   pc        
    BPY.Term.date          Equal to             
    BCM.Contactpref        Equal to   Email     
     
    (Obviously add whatever parameters you need).
     
    Then select the 'Generate letters/diary notes/memos/emails' option;
     
    then 'Email Messages'
     
    Once you have entered 'Subject' etc. you will have different options on how to create the email body, I use a Word template. Obviously before any of the above you will have to setup an appropriate OpenWord template.
     
    Ideally for any batch printing/emailing you would use OpenDocumentCentre but dependant on the volumes you run at a time OPM should work. You will probably need to press 'send' on each email as they pop up though.
     
    Disclaimer: Always be careful when doing anything en masse! Test with a small number of dummy policies first!  Remember, if you need any help with this - Mark Sollis is a consultant who offers such services.
     
    Kind regards
     
    Karl
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