SYMENU System Manager Introduction 29

Mass E-Mail

 

Application Overview

 

Mass E-Mail is designed to give you great flexibility and usability in creating and managing outgoing e-mail.  Integrated with Elliott Software, eContacts and Elliott Web solutions, Mass E-Mail allows you to group your mailings by up to twelve categories (Customers, Vendors, Salesmen, etc.) and gives you 10 “And/Or” selection filters based on any field in a master record, such as Customer File and Vendor File. 

 

With the template feature, you can use variables to access fields in the master record and tailor the Mass E-Mail message with information that applies only to each individual recipient.  Another plus feature is that you can export a mailing list to an ASCII CSV file format for use with other software programs.

 

Run Instructions

 

Mass E-Mail is a stand-alone module that uses the Elliott eContacts File as its database for e-mail addresses.  Open the Elliott desktop folder and click Mass E-Mail.  Alternatively, you may create a short cut or use the start command *:\**\EL700ME.EXE from the Run window or command prompt, (* is the disk drive where Elliott is installed and ** is your Elliott directory).

 

 

Elliott Mass E-mail Processor Screen


Entry Field Descriptions – Content Tab

 

Field

Description

Select Group of Contacts

 

 

Customers:                                                                          eContacts in A/R Customer file                                                (ARCUSFIL)

Ship-To Locations:                                              eContacts in COP Ship-To File                                        (CPSHPFIL)

Sales Order Headers:                                        eContacts in COP Order Header File                (CPORDHDR)

Sales Order Line Items:                     eContacts in COP Order Line Item File                (CPORDLIN)

Sales History Transactions:              eContacts in COP Order History File                (CPHSTTRX)

Vendors:                                                                                eContacts in A/P Vendor file                                                (APVENFIL)

Purchase Order Headers:                 eContacts in PO Header File                                            (POORDHDR)

Purchase Order Line Items:              eContacts in PO Line Item File                                         (POORDLIN)

Salesman:                                                                            eContacts in A/R Salesman file                                                (ARSLMFIL)

Invoice Headers:                                                 eContacts in Invoice Header File                     (CPINVHDR)

Invoice Line Items:                                              eContacts in Invoice Line Item File                  (CPINVLIN)

Employees:                                                                          eContacts in employee files                                                (PREMPFIL)

 

Only one Group type can be selected per mass mailing.  However, in the tab “2. Selection”, the eContact record and additional master records are available.

 

NOTE:     We listed the master record file name because all fields from this file are available as selection criteria, as well as the fields in the additional master records.

Subject:

Mass E-Mail subject

Attach

Attach document if needed

Interact with E-Mail Client

Click to use your default e-mail program

 

Note:      Differences between the Elliott E-mail Processor and other e-mail programs will be discussed when we build a template.

 

Templates

Click to use or create template.  Building templates will be discussed later.

 

 


Field Entry Descriptions – Selection Tab

 

This screen allows you to filter search criteria down to a specific field name within a master record.  To further enhance the program, we include additional master records to sub-define additional fields not in the main master record.  For example:

 

Mass E-Mail to customers (ARCUSFIL) who have not placed an order in the last 90 days (CPHDRFIL) for selected Salesman Territories (ARSLMFIL).

 

 

 

             Elliott Mass E-mail Selection Screen

 

 

Field

Description

Field/Attribute Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click the down triangle () to access fields and attributes within master records.  For example:  For Sales Order Contacts, the following master records are available:

 

 

 

 




 

 


NOTE:

 

To delete a Field/Attribute Name from your selection, click the X Box.

 

Oper.

 

 

Operators Available:

EQ          Equal To                                                                               

NE          Not Equal To

GT           Greater Than

GE          Greater Than or Equal To

LT           Less Than

LE           Less than or Equal To

BT           Between

Value(s)

Value for the Field/Attribute Name.

 

NOTE:                     If Value is entered as 123 ABC the space could indicate                                                  “OR” or “BETWEEN” depending on the operator used.

                                                If Value is entered as “123 ABC” the quotation marks make                                         it a string, (one word).        

 

Examples              = 123 ABC means Equal to 123 or ABC

                                                ¹ 123 ABC means Not Equal to 123 or ABC

                                                BT 123 ABC means Between 123 and ABC

                                                = “123 ABC” means Equal to 123 ABC

 

Date format          = YEARMMDD

                                                LE 20010705 means less than or equal to (on or before)                                                       July 5, 2001

 

All are True   (AND)

Any are True (OR)

Applies to column of the Field/Attribute Names selected.

You can only choose one statement.

Send to contacts that do want e-mail?

If clicked, this would override eContact records that have checked “Do not send Mass E-Mail”.

Sent to contacts with blocked access?

If clicked, this would override the eContact records that have checked “Block Web Access.”

Interact with E-mail Client

The user has the option of using their default e-mail program such as Outlook or using the Elliott E-mail Processor.  The difference between Elliott and others are detailed at the end of this chapter.

Use Templates

See Templates Topic in this chapter for a better understanding of what can be done.

 


Field Entry Descriptions – Get Records

 

When you first go to Tab 3. Get Records, you will have an empty screen and must click the Get Records box in lower menu.  This will bring up the Contact Group records from Tab 1 that meet the selection criteria in Tab 2.

 

  

             Get Records Screen – Completed

 

 

NOTE:  After you complete “Get Records”, the system will display the number of records matched in the lower left screen.  An eContact with more than one relationship will be consolidated into one record to avoid duplicate e-mails.  In the above figure, one eContact had two relationships and that is why the figure displays “8 of 9 records matched.”

 

 

 


Field Entry Descriptions – Get Records

 

 

Field

Description

Reference

Company Name listed in default order by Customer Number.  In the Reference column bar, left click mouse to sort alphabetically in ascending order and left click mouse again to sort in descending order. 

Name

eContact name                                    Same sort features in Name Menu Bar

E-mail

eContact e-mail address   Same sort features in E-mail Menu Bar

File

Master record of eContact source

Get Records

 

Delete

When you highlight a record, you can use this button to delete it.  This is an additional way to edit your e-mail list beyond the criteria you selected.

Options

Gives you the option to specify a short delay between outgoing email messages to minimize the burden on your network.

Test Send

Allows you to send a test e-mail to preview the outgoing message.  This is very useful for editing, proofing and finalizing.  To “Test Send” you must be logged into your e-mail program as you will be asked for an email address.

Send Now

Click this button to send your Mass E-Mail.  To send, you must be logged into your e-mail program.  When you use “Send Now”, the system will prompt you with a Confirmation Message as to the number of messages you are sending out and if you want to continue.

Export ASCII

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

Allows you to select fields from all master records available.  Click folder to open, open Fields folder, highlight field, drag and drop into Fields To Export window or click the Right caret (>).  After you have selected the fields you want to export, define the drive and file name you want to Export To and then click Export. 

 

Clicking the Rolodex Icon will select all fields from the Contact File for Export.

Systems Manager

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  2. Using Raw Data Pass Through for Dot Matrix Printer on Windows 10 Does Not Work
  3. How Do I Find The Workstation That's Infected with The Crypto Ransom Ware?
  4. How to Reset the Counter in *.DAT Files After Recovery from Crypto Ransom Ware Attack
  5. Aging Shows Differently After Database Rebuild
  6. What Do I Do When My Anti-virus Software Reports Elliott EXE File as a Virus?
  7. High CPU Usage and Performance Issues After Implementing NTFS Security
  8. "We can't verify who created this file. Are you sure you want to run this file?"
  9. Problem with Printer Configuration If Running Elliott from Multiple Workstations
  10. Inconsistent Elliott Error on Terminal Server
  11. How to Restore Elliott from CryptoWall Ransomware Attack
  12. Clarify Laser Forms Line Item Level Barcode Printing
  13. Is Dot Matrix Printer Still Supported in Elliott with Windows 10?
  14. Should I Install the 32-bit or 64-bit Outlook/Office?
  15. I Receive Error 114 When I Start Up Elliott on the Server
  16. Manage Data Execution Prevention (DEP) Through Registry Editing
  17. Windows Defender May Cause Elliott Start-Up Difficulties
  18. Why Do I Exceed Elliott User License Count When There are No or Very Few Users in Elliott?
  19. What Causes Load Error 198?
  20. How the Windows Scheme You Choose May Affect the Elliott Screen Display
  21. Still Get Error 114 After Adding All Elliott EXE Files to the DEP List
  22. How to Copy Laser Form Templates from Company to Company
  23. Weird Character Displayed for Backslash (\) Character
  24. Does Elliott Support Desktop Virtualization?
  25. Access Is Denied When Launching Elliott V8 Report Viewer
  26. User Cannot See Some Spooled Reports in Elliott V8
  27. Why Does the User List Function Take Forever to Bring Up?
  28. I Am Running Out of Invoice Numbers -- I Need Direction to Archive Invoices
  29. Algorithm to Speed Up eContacts List in Elliott V8
  30. Elliott Requires Volume Supporting 8dot3name
  31. Elliott Running Extremely Slow on Windows 8 with Trend Micro Anti Virus Software Installed
  32. What Causes "File Table Exceed Limit" Error?
  33. Mass Email Time Out
  34. Report Incomplete After 4 Hours: Event Stops Working After Upgrade to Elliott V8
  35. File Created in C:\ Root Directory Disappears
  36. Is There a Way to Create and Distribute Elliott Printer Configurations?
  37. What Are "COBOL Only" or "User Defined" Event Actions? Can We Use Them in Any Way?
  38. How to Purge WSORDHDR.BTR and WSORDLIN.BTR files?
  39. CPORDLS (Order Serial/Lot File) Btrieve Page Size
  40. Create PO Receiving Event to Trap Negative Qty on Hand Problem
  41. Reducing File Sizes for INITLFILE.LOG & SYACTLOG.BTR
  42. Windows 10 and Trend Micro Anti-Virus Software
  43. The Remote Certificate Is Invalid According to the Validation Procedure
  44. Customer Has Multiple Primary Contacts or No Primary Contact
  45. Btrieve Error 46 on S/M Activity Log File
  46. Multi-Currency Workarounds in Elliott
  47. Using the Export Processor to Export Data
  48. Instructions for Importing Laser Form Template
  49. I Am Unable to Post or Enter a Date for the New Year
  50. Does Elliott Work Under Virtualized Desktops Infrastructure (VDI)
  51. Btrieve Error 80 During Defer Processing
  52. Lauch CSV File -- There Was a Problem Sending the Command to the Program
  53. Feature - System Users File Integrity Check
  54. Receive Error in NWSMSCRN for Function Pf-Map-Coordinate-Space
  55. Not Able to Receive Event Emails from Certain Users
  56. Feature - Events for Add Note and Delete Note
  57. When and How to Use DDF2BTR.EXE Utility
  58. Elliott Last Printing Job Overrides Windows Default Printer on Windows 10
  59. Not Able to Change Attributes Added by Other Users
  60. Feature - New Context Menus in v8.0 Spooled Reports Manager
  61. Feature - Automatic Archiving of Spooled Reports in Elliott v8.0
  62. Feature - Enhanced Security for Attributes
  63. Feature - Deferred Processing Multiple Times Per Day
  64. Feature - Ability to Specify User ID in User Search
  65. Feature - Utility to Re-Calculate Item First Received and Last Received Date
  66. NSCTLMN1 Global Setup Time Clock Global Setup
  67. How to Set Up One-to-One Restriction of Customer and Item
  68. Recursion Error When Drill Down to Item File Inquiry
  69. Error Invoking Macro - Cannot Install Hook
  70. Feature - Record Navigation in Attribute Window
  71. Error Connecting VPN from Windows 10 to Windows 2008 Server
  72. How to Stop Users from Sending Elliott Reports through Email
  73. Does Elliott Support Windows 10?
  74. It Is Extremely Slow to Run Elliott over VPN Connection
  75. SYTIMCLK Systems Manager General Time Clock
  76. Feature - Recalculate AP Vendor YTD and Last Year Amount
  77. XCO0100 Systems Manager Design Your Own Order
  78. Feature - Restrict Recurring Event for Number of Times for a Specific Reference
  79. How Do I Limit the Companies for Users?
  80. Feature - Enforced Report Destinations
  81. I Am Unable to Create a New User in Elliott
  82. Feature - PDF Printing in Elliott V8.2
  83. Feature: PDF PostOffice in Elliott V8.2, Introduction
  84. Feature: PDF PostOffice in Elliott V8.2, Part 1
  85. Feature: PDF PostOffice in Elliott V8.2, Part 2
  86. Feature: PDF PostOffice in Elliott V8.2, Part 3
  87. Feature - Added Checkbox and Description to Attribute List and the SPS Commerce Create Attribute Register
  88. Feature - Performance Options for eContact Activity Tab
  89. Feature - Mass Change Salesman Utility
  90. Elliott Installer File-In-Use Warning During Installation
  91. Unable to Run Elliott from UNC Path
  92. V8 Program Desktop Startup Shortcuts - Internal Macro
  93. Event When Order Put On Hold at Invoice Printing
  94. Feature - Time Clock Logoff Type
  95. Feature - Added Distribution to G/L History Files
  96. Feature - Utility to Update eContact PDF PostOffice Flags
  97. Can I Use Elliott for Sales, Telemarketing and CRM Purposes?
  98. Emailing PDF with SSPI Failed After Online Charging Using Credit Card
  99. Can You Explain How Elliott Stores Serial Numbers in Its Database?
  100. Converting Elliott Internal Date to Conventional Date Format in Excel
  101. All of a Sudden, My Terminal Server's Elliott Default Changed to Someone Else's Settings
  102. WannaCry Ransomware Security Recommendation
  103. Symantec Endpoint Protection Versions 12 and 14 Cause Elliott Startup Error
  104. Notes Security - From Global Setup, Note Type to Supervisory Relationship
  105. Remote Desktop Workstation Name
  106. Which Anti-Virus Software Do You Recommend to Installing on the Elliott ERP Server?
  107. Menu Access Error - You Do Not Have Access to CP,INQ, Menu Item 01
  108. Ping Test to Isolate Inconsistent Load Error 198
  109. The Definitions of Extra Flags in System Period Control Setup
  110. How to Use Procdump.exe to Create a Memory Dump for PSQL Engine
  111. Feature - Group Location Security
  112. NSCTLMN4 Global Setup Bill of Lading 1
  113. NSCTLMN4 Global Setup Bill of Lading 2
  114. NSCTLMN4 Global Setup Bill of Lading 3
  115. NSCTLMN4 Global Setup Bill of Lading 4
  116. NSCTLMN4 Global Setup Bill of Lading 5
  117. NSCTLMN4 Global Setup Bill of Lading 6
  118. NSCTLMN4 Global Setup Bill of Lading 7
  119. NSCTLMN4 Global Setup Bill of Lading 8
  120. NSCTLMN4 Global Setup Bill of Lading 9
  121. NSCTLMN4 Global Setup Bill of Lading 10
  122. NSCTLMN4 Global Setup Bill of Lading: Index
  123. Feature - Support 12 Months History in Export Processor
  124. NSCTLMN3 Inventory Management Global Control Setup 1
  125. NSCTLMN3 Inventory Management Global Control Setup 2
  126. NSCTLMN3 Purchase Order Global Control Setup 1
  127. NSCTLMN3 Purchase Order Global Control Setup 2
  128. NSCTLMN3 Bill of Material and Production Order Global Control Setup
  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
  133. NSCTLMN5 Global Setup Change Quote to Order 4
  134. NSCTLMN5 Global Setup Change Quote to Order 5
  135. NSCTLMN5 Global Setup Change Quote to Order 6
  136. NSCTLMN5 Global Setup Change Quote to Order: Index
  137. I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
  138. Multi-Currency Exchange Handling in Elliott
  139. How to be a Good Elliott Citizen
  140. Salesman Security
  141. SYMENU System Manager Introduction 1
  142. SYMENU System Manager Introduction 2
  143. SYMENU System Manager Introduction 3
  144. SYMENU System Manager Introduction 4
  145. SYMENU System Manager Introduction 5
  146. SYMENU System Manager Introduction 6
  147. SYMENU System Manager Introduction 7
  148. SYMENU System Manager - External Macros
  149. SYMENU System Manager - Internal Macros
  150. SYMENU System Manager Introduction 10
  151. Feature - Audit Trail of Accumulator Clearing
  152. SYMENU System Manager Introduction 11
  153. SYMENU System Manager Introduction 12
  154. SYMENU System Manager Introduction 13
  155. SYMENU System Manager Introduction 14
  156. SYMENU System Manager Introduction 15
  157. SYMENU System Manager Introduction 16
  158. SYMENU System Manager Introduction 17
  159. SYMENU System Manager Introduction 18
  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
  195. Elliott V7.0 Release Notes: What's New Since Elliott V6.7
  196. Elliott V7.1 Release Notes: What's New Since Elliott V7.0
  197. Elliott V7.2 Release Notes: What's New Since Elliott V7.1
  198. Elliott V7.3 Release Notes: What's New Since Elliott V7.2
  199. Elliott V8.1 Release Notes: What's New Since Elliott V8.0
  200. Elliott V7.4 Release Notes: What's New Since Elliott V7.3
  201. Elliott V7.5 Release Notes: What's New Since Elliott V7.4
  202. Elliott V8.0 Release Notes: What's New Since Elliott V7.5
  203. Elliott V8.2 Release Notes: What's New Since Elliott V8.1
  204. Drill Down and Receive Message You Do Not Have Access
  205. Problem Running Elliott After Upgrading Windows 10 to Fall Creator Edition
  206. MAPISendMail failed! Not supported [26]
  207. What Information Is Stored in System 12 Months Table (SY12MONS)?
  208. Elliott Telephony Integration - How to Call through My Telephone Set from eContact?
  209. Error Adding Printer Configuration After Latest Windows 10 Update
  210. Anti-Virus Causes PostOffice Emailing Problem
  211. Feature - Equal Sign Support in Export Processor
  212. Running Elliott 8.2 and Up on Windows 2003 Server
  213. How Can I Find Out About New Elliott Events Added or Changed Lately?
  214. Feature - Export Enhanced Attribute Predefined Code Value and Description
  215. Error 114 with GUIUTL32.LBR\GUIUTIL.int in Defer Processing
  216. EL800.EXE - Bad Image - MSVCRT20.dll Is Either Not Designed to Run on Windows or It Contains an Error
  217. Anti-Virus Caused Failure on Crystal Reports ODBC Access
  218. AVIRA Anti Virus Software Kills Elliott EL800 Executable
  219. Error: Trx Date Outside Date Range (00/00/00 - 00/00/00)
  220. How to Allow User to See All Spooled Reports in One Module
  221. A Support Case of Investigating Elliott Database Performance Problem
  222. Received Error in Macro DEALLOC-SHR-MEM Deallocate Failed - Invalid Pointor
  223. Feature - Added the Ability to Purge the System Activity Log
  224. Sequential File Access Status Code
  225. How to Start Defer Processing Automatically Upon Logging Onto Admin Account
  226. How to Set Up Elliott in Windows Program Menu (Start -> All Programs)
  227. Windows 1809 Update Causes Map Drive to Disconnect After Log Out

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