| 1. | Select Loan / Send E-mail Notifications from the Tools menu. You see the 'Send E-mail Notification' window. |
| 2. | Make sure the From / Name and From / Address fields are filled in. |
| 3. | If you haven't already done so, click the Server button and specify mail server, account name, and password. |
| 4. | To send notifications to borrowers that have albums that will become overdue soon, click the Reminder tab. To send notifications to borrowers that have albums that are overdue, click the Overdue tab. To send notifications to borrowers that have reserved albums ready for collection, click the Reservation tab. |
| 5. | Specify the relevant time period. If you need more help, click the |
| 6. | Make sure the Subject, Body 1,and Body 2 fields are filled in. Body 1 is the text that is added before the list of albums. Body 2 is the text that is added after the list albums. You can use the following codes in the text (the code is replaced with the field value when the e-mail message is generated): |
%DATE% |
The current date. |
%NAME% |
The borrower's full name. |
%FIRST% |
The borrower's first name. |
%LAST% |
The borrower's last name. |
For example, if the Body 1 text is specified as:
%FIRST%,
Please note that the following titles are overdue and should be returned as soon as possible:
And the Body 2 text is specified as:
All the best,
John Smith
The generated e-mail may look like this:
Linda,
Please note that the following titles are overdue and should be returned as soon as possible:
Date Due
01/02/02 R.E.M., Out of Time, CD, 1991
01/02/02 U2, All That You Can't Leave Behind, CD, 2000
All the best,
John Smith
| 7. | Click the Send button to send the e-mail notifications. Note that CATraxx sends one notification to each borrower. This means that if a borrower has, for example, 3 titles that will become overdue in the specified time period, the program will send one message that includes all 3 titles. |