Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

There are 4 different ways to initiate communication:

Table of Contents

Communications section

From the communications module on your right in the new navigation

...

 

If you want to initiate an email to users of an organization or multiple organization, you can start the process from the compose menu by clicking “Compose” Compose. From there, you will be able to select "Organization" or "Participant" depending on who you want to transmit send the communication to.

...

By selecting "Organization", you can click on the tree icon on the left to search and select the organizations to which you wish to transmit your communication.

 

...

 By clicking on " Organization contact" the list of users found by the search will include staff members and HCR user only. You can use the check box to remove certain users from the list.

...

A " download " button at the bottom of the page will allow you to download the list of emails in a csv file if you need to use it in another system.

...

It is possible that a red box "Invalid Recipients "appears when you select a member. These are members who do not have an email address in the "General Information" of their profile. By clicking on the arrow, you will be able to see if the members have email addresses in their contacts. If they do, you can select them.

...

The next step will allow you to set the subject of the email and also the content.

 

By selecting "Participant", you can add the desired members from their HCR number or by using the advanced search by entering the first and last name. If several people of the same name appear you will then have to select the desired member.

...

You have the option to send your communication to multiple members by clicking on "+Add". You always have the option to download the list of emails in a csv file if you need to use it in another system. You must then click on next to write your message.

...