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Sometimes information that is normally sent in one email, report or spreadsheet is easier to understand and work with when it's broken up into pieces. Another potential reason is that different parts of the information someone receives needs to be shared with different people. Common versions of these requests include Project Managers wanting separate reports for each of their Jobs, instead of one report with all of their Jobs included.
MyAssistant is able to generate and send information normally in one email in separate messages to the same recipient(s) as the one email. When this feature is used, MyAssistant sends recipients a separate email for each unique value in the Sage field or MyAssistant formula selected. This can be used whether a Task is sending emails to a set list of recipients, or if it's sending each person only their information.
To use the Send Once Per function:
1.Select the desired Task from the main MyAssistant window and click "Open"
2.Navigate to the Task Options step of Task Setup
3.Check the box next to "Separate email for each"
4.Choose the Sage field or MyAssistant formula to use to create separate emails from the dropdown
5.Click "OK" to close Task Setup
To turn off the Send Once Per function:
1.Select the desired Task from the main MyAssistant window and click "Open"
2.Navigate to the Task Options step of Task Setup
3.Click the eraser icon to the right of dropdown where the Sage field or MyAssistant formula was selected
4.Click "OK" to close Task Setup
Using "Send Once Per" with Attached Reports
When using "Send Once Per" on a Task with one or more attached Sage or Crystal Reports, the attached report(s) should have a prompt for the same Sage field or MyAssistant formula selected. This way, the report(s) attached to the emails sent will not contain the exact same information.
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