VSys One: Volunteer Management Software

Previous Topic

Next Topic

Book Contents

Book Index

Scheduled Mail Merge

A mail merge run here is just like loading saved settings from the mail merge tool and running that merge. Only saved mail merge settings can be used in scheduled tasks.

Checking any of the Send ... summary of merged letters to notification recipients checkboxes will deliver to the notification recipients of the task group a summary of all generated letters here. The only difference between the three is the format of the summarized letters. If this merge generates no letters, no summary will be sent. Checking Compress file into a .zip file... will make a WinZip-compatible compressed file with the summarized letters in it; this can be substantially smaller than the uncompressed file but requires an extra step on the recipient's end before they can view its contents.

Running a merge as a scheduled task, just like running one from the mail merge tool, does not deliver the merged letters. One of the E-mail Robots, the Scheduled E-mail delivery task and/or the Scheduled SMS/text message delivery task must be used for that.

See Also

Tasks

Scheduled Apache Cache Clear

Scheduled Apply Certification Automatic Creation Rules

Scheduled Apply Incoming Message Actions

Scheduled Assignments Automatic Crediting With Hours

Scheduled Award Nominations

Scheduled Background Check Synchronization

Scheduled Backups

Scheduled Bulk Value Updater

Scheduled E-mail Delivery

Scheduled Eligibility/Intake Checklist Automatic Update

Scheduled Export

Scheduled Extend Recurring Assignments

Scheduled Extend Recurring Slots

Scheduled Generate Reminders

Scheduled HHS/Medicare Excluded Individuals File Download

Scheduled HHS/Medicare Excluded Individuals Search for Matches

Scheduled Hours Automatic Approval

Scheduled Import File

Scheduled Index Update

Scheduled Letters Purge

Scheduled List Operation

Scheduled Make a Local Backup of VSys One

Scheduled Notifications

Scheduled Purge Old Trace Records

Scheduled Report

Scheduled Retrieve Incoming Messages via E-mail

Scheduled SendGrid E-mail Status Retrieval

Scheduled SMS/Text Message Delivery

Scheduled SMS/Text Message Status Checks

Scheduled Social Media Delivery

Scheduled Timeclock Import

Scheduled VSys Anywhere Report Processing

Scheduled VSys Kiosk Automatic Checkout

Scheduled VSys Live Automatic Checkout

Scheduled VSys Live Report Processing

Scheduled VSys Live Settings Export

Scheduled VSys Web Synchronization

Scheduled VSys Web Advanced Synchronization