Product: MailOmatic for Schools
Description: This solution describes how to mark recipient records with an Action type to show that a Statement, General Email, Receipt, Report Card, Infraction Report or Schedule has been sent from MailOmatic for schools.
Environment: All
Version: All
Description: This solution describes how to mark recipient records with an Action type to show that a Statement, General Email, Receipt, Report Card, Infraction Report or Schedule has been sent from MailOmatic for schools.
Environment: All
Version: All
Answer:
The value that you would like to populate for the action will need to exist the Action Type table.
How to add a value to the Action Type table:
The value that you would like to populate for the action will need to exist the Action Type table.
How to add a value to the Action Type table:
- Go to Financial Edge
- Select the module you are working in, Student Billing or Registrars Office
- Select Configuration
- Select Tables
- Select Action Type
- Select "New Table Entry" at the top of the screen
- Enter desired value and select OK
To apply the action types to the different Student Billing mailings in MailOmatic for Schools:
- Open MailOmatic for Schools application from within The Financial Edge.
- Select the "Settings" Button at the lower right hand side of the screen
- When the MailOmatic for Schools configuration window opens, select the "SB Settings" tab. Select the desired action type in the drop down for the following options:
A. Add this action type to recipient record for general emails:
B. Add this action type to recipient record for statements:
C. Add this action type to recipient record for receipts:
To apply the action types to the different Registrar's Office mailings in MailOmatic for Schools:
- Open MailOmatic for Schools application from within The Financial Edge.
- Select the "Settings" Button at the lower right hand side of the screen
- When the MailOmatic for Schools configuration window opens, select the "RO Settings" tab. Select the desired action type in the drop down for the following options:
A. Add this action type to recipient record for general emails:
B. Add this action type to recipient record for Report Cards:
C. Add this action type to recipient record for Infraction Reports:
D. Add this action type to recipient record for Schedules:
For additional information regarding MailOmatic for Schools, please visit the MailOmatic for Schools User Guide.