Skip to main content

Bulk Messages - Currently On Hire by Item (Location) Reports

How to email 'Currently On Hire by Item (Location)' reports in bulk

  1. From the main menu strip at the top, go to CRM > Bulk Messages.

  2. Select the 'Group By' dropdown as Customer.  This ensures only one record is listed for each customer that has items 'On Hire', rather than listing every single Invoice that is currently 'On Hire'. 

  3. Select the 'Record Type' dropdown as 'On Hire'.

  4. Select recipients.  You can tick the checkbox in the first header row to select all visible records listed.
    Recipient lists are displayed in pages of 100 records, so you can only send messages in batches of 100 records max at a time.

  5. Select a template to use, or manually type a message.  Placeholders can still be used for manually entered messages.  Ideally you should set up a template via Setup > Preferences > Email Templates > Other Email Templates.

  6. Check the Include PDF Attachment checkbox.

  7. Click the Email button to send the messages.  You will be prompted for confirmation.
    Do not close the browser or leave the page until all messages are sent.