Sending letters to multiple customers

SOLVED

I would like to send a letter to a large number of my customers, I've adapted a standard letter to hold the text I need to send and set the email setting to send via SMTP in the same way as I send my invoices/statements.  

When I send to one customer it works fine but if I select two or more it won't send, hangs at stage 4 and then completely freezes so I have to use task manager to close the programme and restart.

Any ideas or suggestions to help on this as sending 1 email at a time wouldn't be viable?

Thanks

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  • 0
    SUGGESTED

    Hi Sue

    Thanks for using Sage City. 

    Which letter have you amended please and what changes have you made? I can advise better if I understand what it is that's been added/removed, etc. 

    I look forward to hearing from you. 

    Kind regards

    Fiona, Sage UKI

  • 0 in reply to fiona wilson

    Hi Fiona,

    I used payment reminder V2 (with contact) and just amended the text to remind customers to quote their account reference when making BACS payments and added a field to confirm what their account reference is.  When i highlight one customer it will preview or email the letter fine but if I highlight 2 or more it hangs on step 4 and the completely freezes the programme, I've also tried to preview a standard letter with no changes and this does exactly the same thing

  • +1 in reply to Sue144
    verified answer

    Hi Sue

    Edit the layout to remove LETTER_TYPE.LETTER_TYPE and SALES_DEL_ADDR criteria and replace SALES_DEL_ADDR variables with SALES_LEDGER ones:  

    1. Browse to and select the required layout > Edit. 
    1. Report menu > Report Properties > enter a new layout name and description > OK. 
    1. Report menu > select the LETTER_TYPE.LETTER_TYPE criteria > Remove. 
    1. Select the CUSTOMER_REF criteria > Modify > Filter Expression > if SALES_DEL_ADDR.ACCOUNT_REF appears, proceed to step 6. If SALES_LEDGER.ACCOUNT_REF appears, click OK and proceed to step 7.
    2. Click OK > Remove > Yes > New Criteria > select SALES_LEDGER > select ACCOUNT_REF > OK.

    3. Criterion name > enter CUSTOMER_REF> OK.

    4. Click OK > Report menu > Filters.

    5. Remove the part of the filter that refers to the COMMUNICATION_ADDRESS table, for example, AND COMMUNICATION_ADDRESS.LETTER_TYPE_ID = 4 or AND COMMUNICATION_ADDRESS.ACCOUNT_TYPE = 0 > OK.

    6. Within the layout, delete any SALES_DEL_ADDR variables > replace them with the equivalent SALES_LEDGER variables. For example, replace SALES_DEL_ADDR.ADDRESS_1 with SALES_LEDGER.ADDRESS_1.

      Note:Within Properties > Email Options, ensure no SALES_DEL_ADDR variables are being used.
    7. Report menu > Joins > select the SALES_DEL_ADDR table > press Delete > select the COMMUNICATION_ADDRESS table > press Delete > OK.

      Tip: To check you've removed all the relevant variables, open the View menu and click Preview. Any remaining references to SALES_DEL_ADDR or COMMUNICATION_ADDRESS appear as errors.
    1. File > Save As > File name > enter a new file > Save > File > Exit.

     

    Kind regards

    Fiona, Sage UKI

  • 0 in reply to fiona wilson

    Hi Fiona

    I'm probably being stupid but I can't find the option to remove the Letter_type.letter_type criteria?

    Sue

  • +1 in reply to Sue144
    verified answer

    Hi Sue

    If there's no letter_type criteria, ignore that step. 

    Kind regards

    Fiona, Sage UKI

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