Occasions Tile


Double click an Occasions tile to open a list of customers with occasions (birthdays or anniversaries) on the selected date.

To email customers:

  1. Select the customers you wish to email.
  2. Click the Email Customers button.  The Email Customers window will appear prefilled with selected customers' email addresses.
  3. Enter a Subject and Body.
  4. Click OK to send the email.

To add customers to a group/mailing list:

  1. Select the customers you wish to add to the group/mailing list.
  2. Click the Group/Mailing button.  The Pick a Group/Mailing list window will appear.
  3. Select an existing list to add the selected customers or click New List to create a new Group/Mailing List for the selected customers.
  4. Click OK to save your list.

 

Updated on Wed, 03 Nov 2021 by Angela Chiaravalle

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