Difference between revisions of "Communication"

From Support Wiki
Jump to: navigation, search
(Inserting a graphic)
(Saving changes to an existing document)
(264 intermediate revisions by 3 users not shown)
Line 1: Line 1:
==Getting Started==
+
<div class="toclimit-4">
 
Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.
 
Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.
  
If you are just getting started with the Communication module, watch this overview video. Otherwise, just scroll down for FAQ, Common Tasks, and this module's [[Communication_Topics|Help Documentation]].
+
=='''<span style="color:#800080">E-mail Setup'''</span>==
 +
----
 +
==='''<span style="color:#800080">Unsubscribe Options'''</span>===
 +
----
  
 +
An Internal Disclaimer message may be configured to include on all Mass Emails or ALL Emails that are sent from ChamberMaster/MemberZone. Included in the disclaimer is a link that will give your members the option to un-subscribe from emails.
 +
#Click '''Setup'''
 +
#Click '''General Options & Settings'''.
 +
#Expand the '''Email Server Settings''' section and scroll to the '''Public Disclaimer'''.
 +
#:[[File:Internal Disclaimber2.JPG|800px|center]]
 +
#:You may edit the message as desired, but the link to un-subscribe should not be altered.
 +
#'''Add Public Disclaimer to all Emails''' - select this option if you want to include the disclaimer on ALL emails generated through ChamberMaster.  This will include emails sent via Groups, Email to multiple members and individually sent emails. If no selection is made, then the public disclaimer will only be included on Mass emails.
 +
#'''Allow Unsubscribe from ALL Emails''' - select this option if you wish to allow recipients to un-subscribe from both mass emails and individual emails. NOTE: This would un-subscribe them from emails sent for billing purposes.
  
<html>
+
===='''<span style="color:#800080">Managing Opt-outs'''</span>====
<iframe class="tscplayer_inline embeddedObject" name="tsc_player" scrolling="no" frameborder="0" type="text/html" style="overflow:hidden;" src="http://www.screencast.com/users/Micronet_Inc/folders/Default/media/bfe2f0f5-fef0-49ca-9fe2-e99f1a1f830f/embed" height="337" width="598" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>  
+
----
</html>
+
===='''<span style="color:#800080">Member - Unsubscribing from Group Emails'''</span>====
 +
----
  
==Communication Basics==
+
When a mass email is sent to a group, clicking the link in the public disclaimer will allow the recipient to continue to receive emails for the group, opt-out of the group emails (NOTE: If the group has been configured to dis-allow opt-outs, they will be prompted to contact your organization), or to join additional groups.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0HKB0HA">Letters and labels, faxes, and emails may be created and sent in the software. Letters and faxes are created by selecting </span><span style="font-weight: bold;">Form Letters</span> in the <span style="font-weight: bold;">Communication</span> module, which is used to create mass mailings, send faxes, or send communication out by preferred method of delivery.</div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GKB0HA">Emails may be sent from many places– any place that you find access to the email editor.  The most common selection used to send mass emails (“email blast”) is </span><span style="font-weight: bold;">New Email to Multiple Members</span> from the <span style="font-weight: bold;">Communication</span> module. Find access to email the member in other places:</div>
+
[[File:Email Subscriptions Mass.JPG|center]]
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
====='''<span style="color:#800080">Member - Unsubscribing from Mass Emails'''</span>=====
      <tr valign="baseline">
+
----
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0FKB0HA">Members</span></span> module</div></td>
+
A mass email (by definition an email sent to more than one person) may be sent through the communications tab, by selecting '''Email to Multiple Members''', or it may be created when sending Event Invites, etc. The public disclaimer will be included on these emails, and the recipient will have the ability to opt-out of all mass emails, subscribe to other lists, or continue to receive emails'''Note''': The recipient would continue to receive emailed billing transactions and any other emails sent to them individually.
      </tr>
+
 
    </table>
+
[[File:Email Sub 2.JPG|center]]
  </div>
+
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
====='''<span style="color:#800080">Member - Unsubscribing from ALL Emails'''</span>=====
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
----
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
If you have selected '''Allow Unsubscribe from ALL Emails''' and included the public disclaimer on all emails, the recipient will have the ability to un-subscribe from all email communication whether sent from a group, a mass email (such as event invitations) or individually. This will include billing related emails.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0EKB0HA">General</span></span> tab*</div></td>
+
 
      </tr>
+
[[File:Email Sub 3.JPG|center]]
    </table>
+
 
  </div>
+
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
{| class="wikitable"
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
|-
      <tr valign="baseline">
+
|
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
[[File:Smallest.png|25px]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0DKB0HA">Reps</span></span> tab*</div></td>
+
| style="width: 100%"| '''NOTE:''' The Email Notifications (Additional Setting for Staff Admin) under Association Employees/Reps will be sent whether the member elects to unsubscribe from mass emails or all emails. The email sent to staff indicates what type of unsubscribe it was (Mass or All).
      </tr>
+
|}
    </table>
+
 
  </div>
+
===='''<span style="color:#800080">Staff- Re-subscribing Members'''</span>====
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
----
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
A member's subscription status is indicated by the [[File:Opt out icon 2.JPG]] icon through-out the software:
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0CKB0HA">Communication</span></span> tab*</div></td>
+
*On a Group's roster Tab
      </tr>
+
 
    </table>
+
[[File:Optout Icon.JPG|center]]
  </div>
+
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
:To resubscribe the member:
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
:#Click the [[File:Opt out icon 2.JPG]] icon. A list of all the groups the member is subscribed to will be displayed.
      <tr valign="baseline">
+
:#:[[File:Resubscribe.JPG|center]]
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
:#Deselect the check-box for the groups to which you wish to resubscribe the member.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BKB0HA">email icon on the toolbar</span></div></td>
+
:#Click '''Save'''.
      </tr>
+
 
    </table>
+
 
  </div>
+
*On the '''Rep''' tab, '''Group Participation List'''
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
[[File:Group Participation.JPG|center]]
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
:To resubscribe the member:
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0AKB0HA">Communication</span></span> module</div></td>
+
:#Click the [[File:Opt out icon 2.JPG]] icon. A list of all the groups the member is subscribed to will be displayed.
      </tr>
+
:#:[[File:Resubscribe.JPG|center]]
    </table>
+
:#Deselect the check-box for the groups to which you wish to resubscribe the member.
  </div>
+
:#Click '''Save'''.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
*When sending an email, if the member has unsubscribed it will be displayed in the email
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
[[File:Email Unsubscribed.JPG|center]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E06JB0HA">New Email to Multiple Members</span></span>*</div></td>
+
 
      </tr>
+
===='''<span style="color:#800080">Manage Unsubscribed Emails Report'''</span>====
    </table>
+
----
  </div>
+
You can view a list of all members who have unsubscribed from emails, and resubscribe them from the '''Manage Unsubscribed Email''' report.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Communications''' in the left-hand menu.
      <tr valign="baseline">
+
#Click '''Manage Unsubscribed Emails''' in the '''Monitor and Manage Communication''' section.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
#:[[File:Unsubsribed Report.JPG|center]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E05JB0HA">Email a Memb</span></span>er</div></td>
+
 
      </tr>
+
To resubscribe a member:
    </table>
+
 
  </div>
+
#Click the '''Manage Subscriptions''' button.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#:[[File:Select Rep.JPG|center]]
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Enter any part of '''First Name''', '''Last Name''' or '''Email Address''' of the Rep to re-subscribe. The system will search for and find the appropriate rep.
      <tr valign="baseline">
+
#A list of the the groups the rep belongs to will be displayed allowing you to resubscribe.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E04JB0HA">Form Letters</span></span></div></td>
+
====Staff - Enter Email Opt-Out requests on behalf of your members====
      </tr>
+
 
    </table>
+
If a member calls in and asks to be removed from all emails, you can now enter the opt-out selection for them. Access '''Communication''' &#10141; '''Manage Unsubscribed Emails''' and select '''Manage Subscriptions'''. You may also opt a member '''BACK-IN''' if they desire. 
  </div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
Also available under that selection you'll find a list of all unsubscribed email addresses where you may click the email address and deselect the '''Opt-Out''' checkbox for any selection where the email address should be re-subscribed (a feature that has been available for quite some time already).
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
<html><img src="http://supportwiki.micronetonline.com/images/c/ca/Unsubscribe0115.jpg" style="width:600px" /></html>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E03JB0HA">Events</span></span> module</div></td>
+
 
      </tr>
+
==='''<span style="color:#800080">Email Relay Service'''</span>===
    </table>
+
----
  </div>
+
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg|center]]
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E02JB0HA">Sponsors</span></span> tab</div></td>
+
In the example above this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com
      </tr>
+
 
    </table>
+
Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions
  </div>
+
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
[[File:Relay service.JPG|center]]
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
'''Notes:'''
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
*To use the archive feature, you must be sending the email from an email address that is listed as a staff email address under Setup -> Employee/Reps.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E01JB0HA">Guest List</span></span> tab</div></td>
+
*Emails forwarded or cc'd to archive@youraname when multiple members/reps in your database share the same recipient address will be recorded in  Communication --> Unmatched Archive Emails.
      </tr>
+
*In cases where there are two reps with an identical email address that belong to the same member, it will be recorded on that member’s history.
    </table>
+
*In cases where two reps with identical email address belong to two different  members, the archived email will still go to the unmatched archive email list.
  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZJB0HA">*Also gives access to your own email program using a selection titled </span><span style="font-weight: bold;">Email with Outlook</span> or <span style="font-weight: bold;">Edit with Outlook</span>  See “<span style="font-family: Calibri; font-size: 11pt;">Email Sending Options”</span> for more information.</div>
+
{| class="wikitable"
===Email Sending Options===
+
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''Caution''': The archive@ email address should only be included in the bcc line when you are using outlook outside of ChamberMaster/MemberZone. If you are selecting the '''Edit with Outlook''' option from within the software, it is not necessary to include. If you do include in the bcc, the system will attempt to "double-archive" which will result in an error indicating the message has not been received, when it actually may have.
 +
|}
 +
 
 +
==Email Sending Options==
 
Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.
 
Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.
 
:#Using ChamberMaster/GrowthZone's built in email tool.
 
:#Using ChamberMaster/GrowthZone's built in email tool.
Line 137: Line 155:
 
[[Category: Communication]]
 
[[Category: Communication]]
  
===Archive emails (record) in the database even when not logged in===
+
====Archive emails (record) in the database even when not logged in====
[[File:Vid.png|link=http://www.screencast.com/t/GmGkbqJVB]] [http://www.screencast.com/t/GmGkbqJVB View a video showing how to archive an email]
+
 
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BJB0HA">In Outlook (or whatever email program you use), include your association’s unique archive address as a BCC.  The software will look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under </span><span style="font-weight: bold;">Communication-&gt;Manage Unmatched Archive Emails</span> where you can go to view and manually match them to the appropriate member.</div>
+
In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AJB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg]]</span></div>
+
 
  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E06IB0HA">Figure 1-2 Example of including archive address when sending email</span></div>
+
See '''[[Communication#Email_Relay_Service|Email Relay Service]]''' for information on finding your association's domain address. 
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05IB0HA">In the example above (Figure 1-2) this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com</span></div>
+
Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04IB0HA">Find your association’s domain address under the </span><span style="font-weight: bold;">Email Server Settings</span> section under <span style="font-weight: bold;">Setup-&gt;General Options and Settings</span>.*</div>
+
 
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 9pt;"><span id="wwpID0E03IB0HA">*Must be logged in with Administrator permissions</span></span></div>
+
=='''<span style="color:#800080">Communication Tasks'''</span>==
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02IB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.3.jpg]]</span></div>
+
----
   <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01IB0HA">Figure 1-3 Look up your domain name</span></div>
+
 
   <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0ZIB0HA">Notes: </span></div>
+
A Task may be selected when sending an email or creating a Communication entry. It identifies (for internal use) the subject or category of the correspondence that is being created. All communication may be filtered by Task to view communication across all members that relate to one task.
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
 
 +
==='''<span style="color:#800080">Add a New Communication Task'''</span>===
 +
----
 +
 
 +
#Click '''Setup''' in the left-hand navigation panel.
 +
#Click '''Correspondence Categories''' in the '''Member Options''' section.
 +
#:[[File:Correspondance Cats.jpg|800px|center]]
 +
#Enter '''New Category Name''' for your new task.
 +
#Click '''Add Category'''.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' You can also create new tasks/categories "on the fly" from any members communication tab by clicking on the '''Tasks/Categories''' hyper-link in the '''Member Correspondence''' section.
 +
|}
 +
 
 +
 
 +
==Quick Guide to Sending an Email==
 +
Send an email from the software
 +
 
 +
#Locate one of the screens mentioned in '''Communication Basics''' and click the email selection.
 +
#If applicable, select '''Email with ChamberMaster'''
 +
#If sending from the  Communication  module using  New Email to Multiple Members  or  Form Letters, you will need to select the desired recipients first</span>.
 +
#Create the email and click '''Send Email Now'''  or '''Send Email Later''' (Available only for those with Plus or greater edition).
 +
#ChamberMaster  will send the email immediately or at the scheduled time and record it on the '''Communication'''  tab of the member’s record.
 +
 
 +
'''Note''': All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.
 +
 
 +
Send an email using your own email program but through the software
 +
#Locate one of the screens mentioned in '''Communication Basics'''  that is marked with an * (asterisk) and click the email selection.
 +
#Select '''Email with Outlook'''.
 +
#If sending from the '''Communication'''  module using '''New Email to Multiple Members''', you will need to select the desired recipients first.
 +
#Create the email using features and selections from your own email program and send the email.
 +
 
 +
ChamberMaster will automatically record the email on the '''Communication''' tab of the member’s record. Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history.  Initial replies from the recipients will also be recorded as long as nothing is changed in the email header such as the Send to:, Subject line etc. Consider the record of the reply as a bonus and not something that can be relied on.
 +
 
 +
'''NOTES:'''
 +
*Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type.  It also displays the maximum email size left available.  Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected. 
 +
*The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email message.  ChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messages. See '''Adding an Attachment'''.
 +
*Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module.  The total communication size is calculated as: number of recipients  x  (message size + attachment size) = total communication size.
 +
*The primary factor in staying under the size limits is the number of recipients to whom you are sending the message.  This means that "in a pinch", dividing the recipient
 +
 
 +
===Send a Mass Email===
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''New Email to Multiple Members'''.
 +
#:[[File:Choose Email Recipients.JPG|center]]
 +
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
 +
#Note any details of the email addresses displayed:
 +
#:*'''Invalid email addresses have been quarantined'''. This provides you with a notification that invalide emails address were found in your database. You can click on the '''View Quarantined Emails''' link to view a list of the invalid email addresses.
 +
#:*'''Contact has no email address''' - if this notification is displayed, you may click on '''<<edit address>>''' in the Email Recipients list to add the email address '''OR''' click the '''remove''' link to remove the recipient from the list.
 +
#:*'''Email occurs multiple times''' - if this notification is displayed, you can click the '''remove''' link to remove the duplicates from the email recipients list.
 +
#Click '''Edit with ChamberMaster''' or '''Edit with Outlook''' (if you wish to send this email using your own email program)
 +
#Compose the email message.
 +
#Click '''Send Email Now''' or '''Send Email Later''' (Available only for those with ChamberMaster Plus).
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' If you choose to send a copy to yourself, an attachment will be automatically included with the names/emails of all recipients. This attachment is only sent to you, not the recipients. With that in mind, be cautious if forwarding the mail to others.
 +
|}
 +
 
 +
===Schedule an Email===
 +
''Available only for those with ChamberMaster Plus or greater''
 +
 
 +
#Locate one of the screens mentioned in '''Communication Basics'''  and click the email selection.
 +
#If applicable, select '''Email with ChamberMaster'''.
 +
#If sending from the '''Communication''' module using '''New Email to Multiple Members''' or '''Form Letters''', you will need to select the desired recipients first.
 +
#Create the email and click '''Send Email Later'''.
 +
#Select the desired date and time for the email to be sent.
 +
#:[[Image:Sched Email Delivery Options.JPG|center]]
 +
#Click '''Schedule'''.
 +
#Click '''OK'''.
 +
 
 +
ChamberMaster will send the email at the scheduled time and record it on the '''Communication'''  tab of the member’s record.
 +
 
 +
To view the scheduled email to edit or delete, click '''Communication''' in the left hand menu, and click '''Manage Scheduled Email Messages'''.
 +
 
 +
====Edit the content or change time of scheduled email====
 +
 
 +
#Click '''Communication''' in the left hand menu.
 +
#Click '''Manage Scheduled Email Messages'''.
 +
#:[[Image:Sched Email Report.JPG|center]]
 +
#Click '''Edit''' to edit the content or change the delivery time.
 +
 
 +
====Delete a scheduled email====
 +
#Click '''Communication''' in the left hand menu.
 +
#Click '''Manage Scheduled Email Messages'''.
 +
#:[[Image:Sched Email Report.JPG|center]]
 +
#Click '''Delete''' to remove the email from the delivery schedule.
 +
 
 +
If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.”  If you have taken care of sending the email through another means, click Delete.  If you wish to schedule or send the email now, click Edit.  Make desired changes and either Send Email Now or Send Email Later.  If the error message continues to appear after attempting to re-send, contact support@growthzone.com
 +
 
 +
====View Past Scheduled Emails====
 +
 
 +
You may view emails that have been scheduled to ensure that they actually were scheduled.  If you’d like to reschedule the email, you may do that here as well.
 +
 
 +
#Click '''Communication''' in the left hand menu.
 +
#Click '''Manage Scheduled Email Messages'''.
 +
#Click the '''Past Scheduled Emails''' tab.
 +
 
 +
===Send Communication by Delivery Preference===
 +
 
 +
A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the '''Preferred communication''' type Communication -> Form Letters the appropriate output will be developed for each recipient based on the member’s database fields.
 +
If addressees are selected as individual reps (by choosing the selections in the '''Add Representatives''' section) the preference as specified on their '''Reps''' tab in the '''Contact Preference''' field will be used. If addressees are selected as member companies (by choosing the selections in the '''Add Members'''  section) the preference will be determined automatically according to the information specified on their '''General''' tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ '''How is the Contact Preference Used''' on the Reps tab?
 +
 
 +
#Click '''Communication'''  in the left-hand menu.
 +
#Click '''Form Letters'''.
 +
#:[[File:Choose Contacts.JPG|center]]
 +
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. *Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
 +
#Select '''Preferred Communication Type''' as the way to '''Distribute By:'''
 +
#If applicable, click remove next to those identified under '''Preferred Communication Type''' as having no contact info, duplicate, or invalid info.
 +
#Click '''Continue''' and compose the content of the letter.
 +
#*'''Step 1 - Create Mailings''' - this allows you to create print letters. 
 +
#**Click '''Print Letters''', choose your '''Print Options selections and click '''Continue''' to print your letters.
 +
#**Close the letter-printing windows and return to the letter composition window.
 +
#(Optional) Click '''Print Labels''' and complete the '''Mailing Label Options''' selections and click '''Continue'''.
 +
#Close the label-printing windows and return to the letter composition window.
 +
#Click '''Continue>>Faxes'''
 +
#*'''Step 2 - Faxes''' - this allows you to fax the letter to those whose preference is to receive communications via fax.
 +
#:'''NOTE''': Fax communication is not faxed directly from within ChamberMaster.  Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like ''WinFax Pro''.  ChamberMaster also supports a number of Internet Fax services.  Contact support@growthzone.com to see if your provider is supported.
 +
#**Make any modifications to the fax output.
 +
#**Click '''Print Fax Content'''. Read more information on fax output options.
 +
#**Close the print fax content windows and return to the letter composition window.
 +
#Click '''Continue>>Emails'''.
 +
#*'''Step 3 - Emails''' - this allows you to email the letter to those whose preference is to receive communications via email.
 +
#**Make any modifications to the email output. Make sure to type a subject line. Add attachments and links as desired.
 +
#**Click '''Send Email'''.
 +
 
 +
===Send Communication Based on Custom Report Criteria===
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04EB0HA">Communication may be sent to selected reps based on custom criteria that you specify as you create a custom report.</span></div>
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03EB0HA">For instance, your custom criteria might display those in a certain zip code area, or those that employ over 100 full-time employees.  After displaying the results of your custom criteria selections, select </span><span style="font-weight: bold;">Create a Group</span>, type a <span style="font-weight: bold;">Group Name</span>, and select <span style="font-weight: bold;">Submit</span>.  The next screen will give the option <span style="font-weight: bold;">to Contact Members</span>.</div>
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02EB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_Based_on_Custom_Report_Criter-Communication.1.013.1.jpg]]</span></div>
 +
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01EB0HA">Figure 1-9a Create a group from Custom Report criteria</span></div>
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZEB0HA">See “</span><span style="font-family: Calibri; font-size: 11pt;">Create a Group from Custom Criteria</span>” in the Reports and Downloads section for complete instructions on specifying your custom criteria and creating the group.</div>
 +
 
 +
[[Category:Communication]]
 +
 
 +
==Creating a Letter==
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Form Letters'''.
 +
#Select the desired recipients.
 +
#Select '''Mail Only''' in the '''Distribute By:''' section.
 +
#If applicable, click '''remove''' if mail address(es) have been identified as having no contact information, duplicate addresses, or invalid addresses.
 +
#Click '''Continue'''.
 +
#Click '''Print Letters''', complete the '''Print Options'''. Make sure to check the box to '''Save letter to communication log and type the desired communication log title.
 +
#:[[File:Print Options1.JPG|600px|center]]
 +
#Click '''Continue'''. 
 +
#You may '''Print Preview''' to view the formatted output and remove unwanted headers and footers</span> if applicable.
 +
#Close the letter-printing windows and return to the letter composition window.
 +
#Click '''Print Labels'''
 +
#Complete the Mailing Label Options selections.
 +
#Click '''Continue'''. Preview the labels on-screen is desired.
 +
#Click '''Print'''.  In the Print window that appears, ensure that '''Page Scaling''' is set to '''None'''. 
 +
#Close the label-printing windows and return to the letter composition window.
 +
#Click '''Close'''.
 +
 
 +
 
 +
===Create Mass Mailing Labels===
 +
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0YIB0HA">To use the archive feature, you must be sending the email from an email address that is listed as a staff email address under Setup-&gt;Employee/Reps.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DEB0HA">Single labels for a particular member are available in the </span><span style="font-weight: bold;">Members</span> module on the <span style="font-weight: bold;">General</span> tab, the <span style="font-weight: bold;">Reps</span> tab, and the <span style="font-weight: bold;">Communication</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0XIB0HA">Emails forwarded or cc'd to archive@youraname when multiple members/reps in your database share the same recipient address will be recorded in </span><span style="font-weight: bold;">Communication -&gt;Unmatched Archive Emails</span>.  </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CEB0HA">Selections for printing mailing labels for multiple members are found in the </span><span style="font-weight: bold;">Communication</span> module (<span style="font-weight: bold;">Form Letters</span>) and the <span style="font-weight: bold;">Reports</span> module (<span style="font-weight: bold;">Mailing Labels</span>)The <span style="font-weight: bold;">Reports</span> module selection gives additional options specific to mailing labels that are not available when printing labels in the <span style="font-weight: bold;">Communication</span> module, such as a selection to download the labels and view a postal code summary.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0BEB0HA">Print labels from the Reports module</span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0WIB0HA">In cases where there are two reps with an identical email address that belong to the </span><span style="text-decoration: underline;">same</span> member, it will be recorded on that member’s history.  </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0VIB0HA">In cases where two reps with identical email address belong to two </span><span style="text-decoration: underline;">different</span> members, the archived email will still go to the unmatched archive email list.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
[[Category:Communication]]
+
 
+
===Quick Guide to Sending an Email===
+
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0TIB0HA">Send an email from the software</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SIB0HA">Locate one of the screens mentioned in “</span><span style="font-family: Calibri; font-size: 11pt;">Communication Basics</span>” and click the email selection.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AEB0HA">Click </span><span style="font-weight: bold;">Reports</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 196: Line 356:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RIB0HA">If applicable, select </span><span style="font-weight: bold;">Email with ChamberMaster / MemberZone</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06DB0HA">Click </span><span style="font-weight: bold;">Mailing Labels</span> in the <span style="font-weight: bold;">Common Reports</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 204: Line 364:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QIB0HA">If sending from the </span><span style="font-weight: bold;">Communication</span> module using <span style="font-weight: bold;">New Email to Multiple Members</span> or <span style="font-weight: bold;">Form Letters</span>, you will need to <span style="font-family: Calibri; font-size: 11pt;">select the desired recipients first</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05DB0HA">Add those that should have a label printed using one or more methods in the Settings area.  See Figure 1-12.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 212: Line 372:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PIB0HA">Create the email and click </span><span style="font-weight: bold;">Send Email Now </span>or <span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Send Email Later*</span>. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04DB0HA">Select other desired mailing label settings.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03DB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E02DB0HA">Figure 1-12</span></span> Mailing label options in Reports module</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OIB0HA">ChamberMaster/MemberZone will send the email immediately or at the scheduled time and record it on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01DB0HA">Click </span><span style="font-weight: bold;">View/Print Mailing Labels</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0NIB0HA">Note: All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.</span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0MIB0HA">*Available only for those with Plus or greater edition </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0LIB0HA">Send an email from your own program but through the software</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KIB0HA">Locate one of the screens mentioned in “</span><span style="font-family: Calibri; font-size: 11pt;">Communication Basics</span>” that is marked with an * (asterisk) and click the email selection.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZDB0HA">The selected labels will display.  </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 238: Line 397:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JIB0HA">Select </span><span style="font-weight: bold;">Email with Outlook</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 246: Line 405:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IIB0HA">If sending from the </span><span style="font-weight: bold;">Communication</span> module using <span style="font-weight: bold;">New Email to Multiple Members</span>, you will need to <span style="font-family: Calibri; font-size: 11pt;">select the desired recipients first</span>.  </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “Proper settings for label output”.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 254: Line 413:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HIB0HA">Create the email using features and selections from your own email program and send the email.  </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 262: Line 421:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GIB0HA">ChamberMaster/MemberZone will automatically record it on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.2.jpg]] to close the displayed labels.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0FIB0HA">Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history.  Initial replies from the recipients will also be recorded as long as nothing is changed in the email header such as the Send to:, Subject line etc. Consider the record of the reply as a bonus and not something that can be relied on.</span></div>
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0UDB0HA"> </span></div>
 
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0TDB0HA">Print labels from the Communication module</span></div>
[[Category:Communication]]
+
  <div style="margin-left: 18pt;">
 
+
===Send a Mass Email===
+
<div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CIB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SDB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 284: Line 440:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BIB0HA">Click </span><span style="font-weight: bold;">New Email to Multiple Members</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RDB0HA">Click </span><span style="font-weight: bold;">Form Letters</span> in the <span style="font-weight: bold;">Correspondence</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 292: Line 448:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AIB0HA">Select desired recipients</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QDB0HA">Select the desired addressees from the selections in the designated blue area.  See Figure 1-13 below.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ODB0HA">Figure 1-13</span></span> Choose contacts</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06HB0HA">Click </span><span style="font-weight: bold;">remove</span> next to those identified as having no contact info, duplicate emails, or invalid emails.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NDB0HA">Select </span><span style="font-weight: bold;">Mail Only</span> in the <span style="font-weight: bold;">Distribute By</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05HB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_a_Mass_Email-Communication.1.006.1.jpg]]</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04HB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.*</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 317: Line 474:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03HB0HA">Compose the email message</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LDB0HA">Click </span><span style="font-weight: bold;">Print Mailing Labels</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 325: Line 482:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02HB0HA">Click </span><span style="font-weight: bold;">Send Email Now </span>or <span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Send Email Later</span>.**</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KDB0HA">Select the desired mailing label options.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E01HB0HA">*If desiring to send this email using your own email program, click </span><span style="font-weight: bold;">Edit with Outlook</span>.  <span style="font-family: Calibri; font-size: 11pt;">Check out the reasons</span> for sending from ChamberMaster vs. your own program.</div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.4.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZHB0HA">**Available only for those with ChamberMaster Plus</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IDB0HA">Figure 10-3</span></span> Mailing label options in Communication module</div>
 
+
[[Category:Communication]]
+
 
+
===Schedule an Email===
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0XHB0HA">Available only for those with Plus or greater</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WHB0HA">Locate one of the screens mentioned in “</span><span style="font-family: Calibri; font-size: 11pt;">Communication Basics</span>” and click the email selection.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 347: Line 499:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VHB0HA">If applicable, select </span><span style="font-weight: bold;">Email with ChamberMaster</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GDB0HA">The selected labels will display.  </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 355: Line 507:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UHB0HA">If sending from the </span><span style="font-weight: bold;">Communication</span> module using <span style="font-weight: bold;">New Email to Multiple Members</span> or <span style="font-weight: bold;">Form Letters</span>, you will need to <span style="font-family: Calibri; font-size: 11pt;">select the desired recipients first</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 363: Line 515:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0THB0HA">Create the email and click </span><span style="font-weight: bold;">Send Email Later</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Settings for label output</span>”.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 371: Line 523:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SHB0HA">Select the desired date and time for the email to be sent.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RHB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.1.jpg]]</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QHB0HA">Click </span><span style="font-weight: bold;">Schedule</span>. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.5.jpg]] on each window that displays the labels, mailing label options, and the member correspondence window.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
 +
[[Category:Communication]]
 +
 +
====Settings for label output====
 +
Labels printed through your software will first display on your screen in Adobe Reader, allowing you to preview the resulting labels before sending to the printer. However, one selection in the print dialog box must be changed from the default to allow proper control of label placement. This selection looks different based on the version of Adobe Reader that is installed on your own computer.
 +
 +
'''Page Scaling''' should always be set to '''None''' or '''100%''' or '''Actual''' (wording varies depending on Adobe version). When Page Scaling is set to anything other than '''None''' (or the above identified choices), your labels may print off the labels or “slide” down the page as they print. You may say the labels shift or have improper alignment.
 +
 +
::'''Tip:''' Sometimes your browser will open the PDF in a “mini reader” instead of using the Adobe program which doesn’t allow you to change these settings. You’ll need to disable these mini-readers in order to allow the software to control the label output properly. Watch a [https://micronet.viewscreencasts.com/6c05dec841494fba8082c0e1b58dfc50 video] to understand how this works.
 +
 +
::'''Chrome Users:''' type in chrome://plugins and press Enter. Then disable the Chrome PDF Viewer and the Adobe Reader. See [http://screencast.com/t/sRLH7gs8 this page]
 +
 +
::'''Firefox Users:''' Select '''Options''' from the '''Tools''' menu. Click '''Applications''' tab and search for Adobe and also for PDF. Change each selection to '''Use Adobe Reader'''.
 +
 +
::'''Internet Explorer Users:''' Select '''Manage Add-ons''' from the '''Settings''' menu. With '''Toolbars and Extensions''' selected change the '''Show drop-down''' to '''All-Add-ons'''. Then set the Adobe PDF Reader to '''Disabled'''.
 +
 +
Your Adobe Reader version will determine what this setting will look like.
 +
 +
'''Adobe Reader v. 8.0'''
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._8.0-Communication.1.017.1.jpg]]</span></div>
 +
 +
'''Adobe Reader v. 7.0'''
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._7.0-Communication.1.018.1.jpg]]</span></div>
 +
 +
'''Adobe Reader v. 6.0'''
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._6.0-Communication.1.019.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OCB0HA"> </span></div>
 +
 +
===Create/Send Fax Output===
 +
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MCB0HA">Send fax output using your fax machine or to download fax output</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PHB0HA">Click OK.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LCB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 396: Line 577:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OHB0HA">ChamberMaster will send the email at the scheduled time and record it on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KCB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 404: Line 585:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NHB0HA">To view the scheduled email to edit or delete, click </span><span style="font-weight: bold;">Communication</span> and click <span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JCB0HA">Select desired recipients</span></span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MHB0HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0LHB0HA">Edit the content or change time of scheduled email</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KHB0HA">Click </span><span style="font-weight: bold;">Communication</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ICB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 422: Line 601:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JHB0HA">Click </span><span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HCB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0IHB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.2.jpg]]</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HHB0HA">Click Edit to edit the content or change the delivery time.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GCB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0GHB0HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0FHB0HA">Delete a scheduled email</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EHB0HA">Click </span><span style="font-weight: bold;">Communication</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FCB0HA">Create the </span><span style="font-family: Calibri; font-size: 11pt;">fax output</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 449: Line 625:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DHB0HA">Click </span><span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ECB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: Calibri; font-size: 11pt;">fax output options</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0CHB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.3.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0DCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.1.jpg]]</span></div>
   <div style="margin-left: 18pt;">
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0CCB0HA">Send fax output to an Internet Fax service</span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BCB0HA">This requires a separate subscription with one of many well-known internet fax serviceSee “</span><span style="font-family: Calibri; font-size: 11pt;">Internet Fax Service</span>” in the “Administrator Tasks” section of online help for more information.</div>
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BHB0HA">Click </span><span style="font-weight: bold;">Delete</span> to remove the email from the delivery schedule.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0AHB0HA"> </span></div>
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E06GB0HA">If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.”  If you have taken care of sending the email through another means, click DeleteIf you wish to schedule or send the email now, click Edit.  Make desired changes and either Send Email Now or Send Email Later.  If the error message continues to appear after attempting to re-send, contact support@micronetonline.com</span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E05GB0HA">View Past Scheduled Emails</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04GB0HA">You may view emails that have been scheduled to ensure that they actually were scheduled.  If you’d like to reschedule the email, you may do that here.</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03GB0HA">Click </span><span style="font-weight: bold;">Communication</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ACB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 479: Line 645:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02GB0HA">Click </span><span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06BB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 487: Line 653:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01GB0HA">Click the </span><span style="font-weight: bold;">Past Scheduled Emails</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05BB0HA">Select desired recipients</span></span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0ZGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.4.jpg]]</span></div>
 
 
[[Category:Communication]]
 
 
===Send Communication by Delivery Preference===
 
<div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0XGB0HA">A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the </span><span style="font-weight: bold;">Preferred communication type</span> selection under <span style="font-weight: bold;">Communication-&gt;Form Letters</span> the appropriate output will be developed for each recipient based on the member’s database fields.</div>
 
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0WGB0HA">If addressees are selected as individual reps (by choosing the selections in the </span><span style="font-weight: bold;">Add Representatives</span> section) the preference as specified on their <span style="font-weight: bold;">Reps</span> tab in the <span style="font-weight: bold;">Contact Preference</span> field will be used.  </div>
 
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0VGB0HA">If addressees are selected as member companies (by choosing the selections in the </span><span style="font-weight: bold;">Add Members</span> section) the preference will be determined automatically according to the information specified on their <span style="font-weight: bold;">General</span> tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ “<span style="font-family: arial; font-size: 11pt;">How is the Contact Preference Used on the Reps tab</span>?”</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0UGB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04BB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03BB0HA">Preferred Communication Type</span></span> may be selected instead to select to send faxes only to those that have Fax selected as their preference.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0TGB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02BB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 518: Line 677:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0SGB0HA">Select desired recipients</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01BB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 526: Line 685:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0RGB0HA">Select </span><span style="font-weight: bold;">Preferred Communication Type</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZBB0HA">click </span><span style="font-weight: bold;">Add/Remove Attachment</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 534: Line 693:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0QGB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Preferred Communication Type</span> as having no contact info, duplicate, or invalid info.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YBB0HA">Select </span><span style="font-weight: bold;">Append your file to the email directly</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.1.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.2.jpg]] Figure 10-3a</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0OGB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WBB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 551: Line 710:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0NGB0HA">Compose the letter</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VBB0HA">Click </span><span style="font-weight: bold;">Browse…</span> to locate the desired fax attachment file. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 559: Line 718:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0MGB0HA">Click </span><span style="font-weight: bold;">Print Letters, </span>complete the <span style="font-weight: bold;">Print Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UBB0HA"> Click </span><span style="font-weight: bold;">Attach</span>. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.2.jpg]]</span></div>
 
  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0KGB0HA">Figure 1-4 Print Options selections</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0JGB0HA">Preview the letters on-screen.  Select </span><span style="font-weight: bold;">Print Preview</span> if desired to view the formatted output and <span style="font-family: arial; font-size: 11pt;">remove unwanted headers and footers</span> if applicable.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TBB0HA">Click </span><span style="font-weight: bold;">Return</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; text-align: justify;"><span id="wwpID0E0SBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0RBB0HA">Figure 10-3b – Selecting the desired fax attachment</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0IGB0HA">Close the letter-printing windows and return to the letter composition window.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QBB0HA">Click </span><span style="font-weight: bold;">Send Faxes via  . . .</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0OBB0HA">Figure 10-3c - Sample of the Send Faxes button when using eFax</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NBB0HA">Some email fax services may accept the cover page or the main content of the fax in the editor area instead of attaching the content and cover page as an attachment.  Check with your email fax service or contact ChamberMaster for more information.</span></div>
 +
 
 +
===Editor menu selections===
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LBB0HA">ChamberMaster uses an editor when creating letters, emails, and faxes that includes many enhanced features.  Features include:</span></div>
 +
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0HGB0HA">Click </span><span style="font-weight: bold;">Print Labels, </span>complete the <span style="font-weight: bold;">Mailing Label Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KBB0HA">HTML preview screen</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0GGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.3.jpg]]</span></div>
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0FGB0HA">Figure 1-5 Mailing Label Options</span></div>
+
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0EGB0HA">Preview the labels on-screen and then select to print.  Ensure that your print selections are set with </span><span style="font-family: arial; font-size: 11pt; font-weight: bold;">Page Scaling</span><span style="font-family: arial; font-size: 11pt;"> set to </span><span style="font-family: arial; font-size: 11pt; font-weight: bold;">None</span>. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JBB0HA">Templates </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0DGB0HA">Close the label-printing windows and return to the letter composition window.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IBB0HA">Search and Replace</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">14. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0CGB0HA">Click </span><span style="font-weight: bold;">Continue&gt;&gt;Faxes</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HBB0HA">Undo and Redo</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.4.jpg]]</span></div>
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">15. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0AGB0HA">Make any modifications to the </span><span style="font-family: arial; font-size: 11pt;">fax output</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GBB0HA">Strikethrough text</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">16. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E06FB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: arial; font-size: 11pt;">fax output options</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FBB0HA">Superscript and subscript</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05FB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.5.jpg]]</span></div>
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">17. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E04FB0HA">Click </span><span style="font-weight: bold;">Continue&gt;&gt;Emails</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EBB0HA">Insertion of tables, divider lines, symbols, special characters, and emoticons</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03FB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.6.jpg]]</span></div>
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">18. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E02FB0HA">Make any modifications to the </span><span style="font-family: arial; font-size: 11pt;">email output</span>. Make sure to type a subject line.  <span style="font-family: arial; font-size: 11pt;">Add attachments</span> and links as desired.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DBB0HA">Paste text with or without formatting</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0CBB0HA">The editor comes integrated with a spell checking solution that provides spell checking while you type.  Words not recognized will be underlined in red.  Right click on the word to be presented with suggestions, an option to Ignore, or add the word to your dictionary.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BBB0HA">The following table describes the basic functions of the editor</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ABB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Editor_menu_selections-Communication.1.021.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E06AB0HA">Table 1-1</span></span><span style="color: #000000;"> Editor icons</span></div>
 +
 +
===Email Disclaimer===
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04AB0HA">Email Disclaimers appear at the bottom of certain emails generated by our software.</span></div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E03AB0HA">To edit the disclaimer</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">19. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E01FB0HA">Click </span><span style="font-weight: bold;">Send Email</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZFB0HA"> </span></div>
 
 
[[Category:Communication]]
 
 
====Selecting Recipients====
 
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selecting_Recipients-Communication.1.009.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0WFB0HA">Figure 1-6 </span></span>– Screen one when using <span style="font-weight: bold;">Communicaton-&gt;Form Letters</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0VFB0HA">This screen displays when selecting multiple recipients.  The specific example in Figure 1-3 is when using </span><span style="font-weight: bold;">Communication-&gt;Form Letters</span>.  The description below also describes the selection screen when using <span style="font-weight: bold;">Communication-&gt;New Email to Multiple Members</span> except that no delivery method may be selected; email is assumed.</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0UFB0HA">General explanation:</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0TFB0HA">Addressees selected under the </span><span style="font-weight: bold;">Add Members</span> heading will use the contact information found on the <span style="font-weight: bold;">General</span> tab of the member’s record.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0SFB0HA">Addressees selected under the </span><span style="font-weight: bold;">Add Representatives</span> heading will use the contact information found on the <span style="font-weight: bold;">Reps</span> tab of the selected individual rep.</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0RFB0HA">When using Communication-&gt;Form Letters selection:</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0QFB0HA">ChamberMaster allows you to create a single communication piece but choose to send it in multiple ways - - by email, fax, or mail.  Selection of delivery method also includes a </span><span style="font-weight: bold;">Preferred communication type</span> selection which generates the appropriate delivery method for each recipient based on the member’s database fields.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PFB0HA">When </span><span style="font-weight: bold;">Preferred Communication Type</span> is selected, addressees selected as individual reps will use the preference as specified on their <span style="font-weight: bold;">Reps</span> tab.  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OFB0HA">Preferred method for addressees selected by member name will be determined automatically according to the information specified on their </span><span style="font-weight: bold;">General</span> tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference.</div>
 
 
[[Category:Communication]]
 
 
====Composing a Letter====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Composing_a_Letter-Communication.1.010.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0LFB0HA">Figure 1-7</span></span> –Composing a letter</div>
 
 
====Composing an Email Message====
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Composing_an_Email_Message-Communication.1.011.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IFB0HA">Figure 1-8</span></span> – Composing an Email message</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HFB0HA">Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type.  It also displays the maximum email size left available.  Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected.  If a large attachment is also desired, select to upload the attachment to the ChamberMaster server instead of the traditional method of attachment.  See “</span><span style="font-family: Calibri; font-size: 11pt;">Adding an Attachment</span>”.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GFB0HA">Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module.  The total communication size is calculated as:</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0FFB0HA">number of recipients  x  (message size + attachment size) = total communication size</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0EFB0HA">The primary factor in staying under the size limits is the number of recipients to whom you are sending the message.  This means that "in a pinch", dividing the recipient list into two or more groups should sufficiently reduce the size of the total communication package such that it will be sent.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0DFB0HA">The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email message.  ChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messages.  See “</span><span style="font-family: Calibri; font-size: 11pt;">Adding an Attachment</span>.”</div>
 
</div>
 
 
[[Category:Communication]]
 
 
====Composing Fax Output====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Composing_Fax_Output-Communication.1.012.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0AFB0HA">Figure 1-9</span></span> – Composing Fax output</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06EB0HA">Fax communication is not faxed directly from within ChamberMaster.  Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like </span><span style="font-style: italic;">WinFax Pro</span>.  ChamberMaster also supports a number of Internet Fax services.  Contact <span style="color: #003366; font-size: 12pt; text-decoration: underline;">[[mailto:support@chambermaster.com|support@chambermaster.com]]</span> to see if your provider is supported.</div>
 
 
===Send Communication Based on Custom Report Criteria===
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04EB0HA">Communication may be sent to selected reps based on custom criteria that you specify as you create a custom report.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03EB0HA">For instance, your custom criteria might display those in a certain zip code area, or those that employ over 100 full-time employees.  After displaying the results of your custom criteria selections, select </span><span style="font-weight: bold;">Create a Group</span>, type a <span style="font-weight: bold;">Group Name</span>, and select <span style="font-weight: bold;">Submit</span>.  The next screen will give the option <span style="font-weight: bold;">to Contact Members</span>.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02EB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_Based_on_Custom_Report_Criter-Communication.1.013.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01EB0HA">Figure 1-9a Create a group from Custom Report criteria</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZEB0HA">See “</span><span style="font-family: Calibri; font-size: 11pt;">Create a Group from Custom Criteria</span>” in the Reports and Downloads section for complete instructions on specifying your custom criteria and creating the group.</div>
 
 
[[Category:Communication]]
 
 
===Creating a Letter===
 
<div style="margin-left: 18pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XEB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02AB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 721: Line 831:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WEB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01AB0HA">Click </span><span style="font-weight: bold;">General Options and Settings.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 729: Line 839:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VEB0HA">Select the desired recipients</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZAB0HA">Open the </span><span style="font-weight: bold;">Email Server Settings </span>area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 737: Line 847:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UEB0HA">Select </span><span style="font-weight: bold;">Mail Only </span>as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YAB0HA">Edit the desired disclaimer</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 745: Line 855:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TEB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Mail Only</span> as having no contact info, duplicate addresses, or invalid addresses.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XAB0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0WAB0HA"> </span></div>
 +
  <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SEB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VAB0HA">Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members.  Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0REB0HA">Compose the letter</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UAB0HA">Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members.  For instance the “Request Info” link found on the members’ public information page.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Email_Disclaimer-Communication.1.022.1.jpg]]</span></div>
 +
 +
==='''<span style="color:#800080">Adding an Attachment to an Email'''</span>===
 +
----
 +
There are three options available for adding attachment to emails.
 +
 +
#'''Upload your attachment file to the ChamberMaster server and include a link to that file in your email''': '''This is best practice'''. Increasingly when users send email attachments, ISP spam filters are identifying these innocent but potentially large attachments as spam. Consequently these emails and attachments never make it to their intended recipient. With ChamberMaster/MemberZone, you have the ability to upload your attachment to the server. Once the file has been uploaded to the ChamberMaster server and selected, a link is generated and automatically placed inside your email allowing the recipient to click to receive their attachment.
 +
#'''Include a link within the email to a file hosted on your chamber website''': This option allows the sender to create a hyperlink to documents or URLs located on other servers. A custom email link may also be generated using this selection. This selection is the same as the Insert/Edit Link icon available in the rich text editor, on the editor tool bar.
 +
#'''Append your file to the email directly'''. The is the traditional way of sending attachments. This selection will send the document with the email, and is not recommended.
 +
 +
Explained below are the steps for option 1, which is the recommended selection to reduce problems when sending through your ISP.
 +
 +
===='''<span style="color:#800080">Upload your attachment file to the ChamberMaster server and include a link to that file in your email'''</span>====
 +
----
 +
 +
#On the desired email, click the '''Add/Remove Attachment''' button.
 +
#:[[File:Email Attachment.JPG|800px|center]]
 +
#On the '''Add Email Attachments''' screen, '''Upload your attachment file to the ChamberMaster server and include a link to that file in your email.''' is enabled by default.
 +
#:[[File:Add Email Attachment.JPG|900px|center]]
 +
#Click '''Continue'''. The '''Add an attachment''' dialog box will display.
 +
#:[[File:Add an attachment.JPG|400px|center]]
 +
#Enter the '''Text for Attachment Link:'''. This will be the text that appears in your email.
 +
#Click the '''Browse''' button. Documents previously uploaded to the server will be displayed.
 +
#*Click the desired file and click '''Select'''.
 +
#::'''OR'''
 +
#*Click the '''Choose File''' button, to browse to the desired file on your local system. Browse to the file, select your file and click Open. Then click the '''Upload''' button. Once uploaded, click the file and click '''Select'''. The URL of the document will be populated in the '''Attachment File URL:''' text box.
 +
#Click '''OK'''.
 +
Your link text will now be populated in your email.
 +
 +
===='''<span style="color:#800080">Helping your Members with Email Links'''</span>====
 +
----
 +
 +
When receiving an email that contains embedded hyperlinks (links), the recipient may have trouble accessing the links due to settings prohibiting these links within their own email program.  Many email programs disable access to these links by default in an attempt to alleviate phishing threats from un-trusted sources. To successfully open an embedded email link, the recipient may need to turn on the access to email links, either temporarily for a single email or globally for all emails.
 +
The instructions below are when using Microsoft Outlook 2003 or 2007 but other email programs may contain similar selections.  Contact your email software provider for specifics related to your particular email program.
 +
 +
'''Possible error displayed when trying to open a link in Microsoft Outlook 2003'''
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Q60HA">Figure 2-7 </span></span> Error in Microsoft Outlook 2003</div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0P60HA">To turn on email links temporarily for this email (using Microsoft Outlook 2003)</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QEB0HA">Click </span><span style="font-weight: bold;">Print Letters, </span>complete the <span style="font-weight: bold;">Print Options</span> selections and click <span style="font-weight: bold;">Continue</span>.  </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O60HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">Click here to turn on links</span> in the Information bar aboveSee Figure 2 below.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0PEB0HA">Make sure to check the box to </span><span style="font-weight: bold;">Save letter to communication log</span> and type the desired communication log title.  In Figure 1-10 the entry will be saved as “Welcome to the Chamber”.</div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0N60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.2.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OEB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Letter-Communication.1.014.1.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0M60HA">Figure 2-8 </span></span>Turn on links temporarily</div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0NEB0HA">Figure 1-10 Print Options selections</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MEB0HA">Preview the letters on-screen. Select </span><span style="font-weight: bold;">Print Preview</span> if desired to view the formatted output and <span style="font-family: Calibri; font-size: 11pt;">remove unwanted headers and footers</span> if applicable.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L60HA">Click Turn on Links (not recommended).</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 787: Line 936:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LEB0HA">Close the letter-printing windows and return to the letter composition window.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K60HA">Click the link within the email again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0J60HA">To turn on email links for all emails (Microsoft Outlook 2003)</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0I60HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KEB0HA">Click </span><span style="font-weight: bold;">Print Labels, </span>complete the <span style="font-weight: bold;">Mailing Label Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H60HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JEB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Letter-Communication.1.014.2.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0G60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.3.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0IEB0HA">Figure 1-11 Mailing Label Options</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0F60HA">Figure 2-9 </span></span> Tools, Options</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HEB0HA">Preview the labels on-screen and then select to print.  In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Proper settings for label output</span>” below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0E60HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0D60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0C60HA">Figure 2-10 </span></span> Preferences tab</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;">3. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GEB0HA">Close the label-printing windows and return to the letter composition window.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B60HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Don’t turn on links in messages . . .</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0A60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.5.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0650HA">Figure 2-11 </span></span> Take check off</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">14. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FEB0HA">Click </span><span style="font-weight: bold;">Close</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0550HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
+
  </div>
[[Category:Communication]]
+
   <div style="margin-left: 18pt;">
 
+
===Create Mass Mailing Labels===
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DEB0HA">Single labels for a particular member are available in the </span><span style="font-weight: bold;">Members</span> module on the <span style="font-weight: bold;">General</span> tab, the <span style="font-weight: bold;">Reps</span> tab, and the <span style="font-weight: bold;">Communication</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0450HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CEB0HA">Selections for printing mailing labels for multiple members are found in the </span><span style="font-weight: bold;">Communication</span> module (<span style="font-weight: bold;">Form Letters</span>) and the <span style="font-weight: bold;">Reports</span> module (<span style="font-weight: bold;">Mailing Labels</span>). The <span style="font-weight: bold;">Reports</span> module selection gives additional options specific to mailing labels that are not available when printing labels in the <span style="font-weight: bold;">Communication</span> module, such as a selection to download the labels and view a postal code summary.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0350HA">Open the desired email and try clicking the links again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0BEB0HA">Print labels from the Reports module</span></div>
+
'''Possible error displayed when trying to open a link in Microsoft Outlook 2007'''
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0150HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Z50HA">Figure 2-12 </span></span> Error in Microsoft Outlook 2007</div>
 +
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0Y50HA">To turn on email links temporarily for this email (using Microsoft Outlook 2007)</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AEB0HA">Click </span><span style="font-weight: bold;">Reports</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X50HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">This might be a phishing message . . .  (not recommend)</span> in the Information bar above.  See Figure 7 below.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V50HA">Figure 2-13 </span></span> Turn on links temporarily</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06DB0HA">Click </span><span style="font-weight: bold;">Mailing Labels</span> in the <span style="font-weight: bold;">Common Reports</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0U50HA">Click </span><span style="font-weight: bold;">Enable Links</span> and other functionality (not recommended).</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 866: Line 1,023:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05DB0HA">Add those that should have a label printed using one or more methods in the Settings area.  See Figure 1-12.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T50HA">Click the link within the email again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0S50HA"><br />To turn on email links for all emails (Microsoft Outlook 2007)</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0R50HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04DB0HA">Select other desired mailing label settings.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q50HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03DB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E02DB0HA">Figure 1-12</span></span> Mailing label options in Reports module</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01DB0HA">Click </span><span style="font-weight: bold;">View/Print Mailing Labels</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P50HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0O50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0N50HA">Figure 2-14 </span></span>Preferences tab</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZDB0HA">The selected labels will display.  </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M50HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Disable links and other functionality in phishing message</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K50HA">Figure 2-14 </span></span> Take check off</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 907: Line 1,068:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “Proper settings for label output”.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 915: Line 1,076:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H50HA">Open the desired email and try clicking the links again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0G50HA"> </span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
===Inserting a graphic===
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A30HA">Adding graphics to your correspondence is a simple process that requires initially uploading the graphic to the secure ChamberMaster server.  Once uploaded by a chamber staff member, it is available to all chamber staff for inclusion within correspondence.</span></div>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.2.jpg]] to close the displayed labels.</div></td>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0620HA">Most graphic file types may be uploaded including .jpg, .bmp, .gif, .png and .wmf.</span></div>
      </tr>
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0520HA">The </span><span style="font-family: Calibri; font-size: 11pt;">editor can be accessed from multiple places within ChamberMaster</span>.  For one example, click <span style="font-weight: bold;">New Email to Multiple Members</span> in the <span style="font-weight: bold;">Communication</span> module.  After selecting the desired recipients, the correspondence editor will display.</div>
    </table>
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0420HA">Graphics may also be included in your signature block.  Perform the same steps shown here but save it within your signature block.</span></div>
  </div>
+
====Insert a graphic within communication====
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0UDB0HA"> </span></div>
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0TDB0HA">Print labels from the Communication module</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SDB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0220HA">When your cursor is positioned where the graphic is desired within the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>, click <span style="font-weight: bold;">Insert/Edit Image</span> [[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.1.jpg]].</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 942: Line 1,101:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RDB0HA">Click </span><span style="font-weight: bold;">Form Letters</span> in the <span style="font-weight: bold;">Correspondence</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0120HA">Click </span><span style="font-weight: bold;">Browse Server</span>. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Z20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Y20HA">Figure 4-1</span></span> Browse server</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QDB0HA">Select the desired addressees from the selections in the designated blue area.  See Figure 1-13 below.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X20HA">Browse to the desired file and click it to select.  See Figure 4-2 below. Or you may upload a </span><span style="text-decoration: underline;">new</span> file to the ChamberMaster server by clicking <span style="font-weight: bold;">Browse</span>, browsing to the desired file, click to select, click <span style="font-weight: bold;">Open</span>, and then click <span style="font-weight: bold;">Upload</span>.  Then you may click the desired filename to select it.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.3.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.3.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ODB0HA">Figure 1-13</span></span> Choose contacts</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V20HA">Figure 4-2</span></span> Insert graphic</div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0U20HA">If you choose to upload a new file to the secure ChamberMaster server, this file is also available to all chamber staff for inclusion in their documents.</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NDB0HA">Select </span><span style="font-weight: bold;">Mail Only</span> in the <span style="font-weight: bold;">Distribute By</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T20HA">Make any desired changes on the </span><span style="font-weight: bold;">Image Properties</span> screen and then click <span style="font-weight: bold;">Continue</span>.  See Figure 4-3.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0S20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0R20HA">Figure 4-3</span></span> Image Properties</div>
 +
 +
====Modify an existing graphic (graphic size, borders, alternative text)====
 +
<div xmlns="http://www.w3.org/1999/xhtml">
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P20HA">Locate the graphic that you desire to edit on the </span><span style="font-family: Calibri; font-size: 11pt;">editor screen</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0O20HA">[[Image:Emails_Letters_and_Mailing_Lists-Modify_an_existing_graphic_(graphic_size_border-Communication.1.033.1.jpg]]</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LDB0HA">Click </span><span style="font-weight: bold;">Print Mailing Labels</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N20HA">Right-click the graphic.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 983: Line 1,151:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KDB0HA">Select the desired mailing label options.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M20HA">Click </span><span style="font-weight: bold;">Image Properties</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.4.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IDB0HA">Figure 10-3</span></span> Mailing label options in Communication module</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L20HA">Make desired changes.  See Figure 4-3 in the previous section “Inserting a Graphic within Communication”.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,001: Line 1,167:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GDB0HA">The selected labels will display.  </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K20HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
</div>
 +
 +
====Remove an existing graphic (from the editor screen)====
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I20HA">Locate the graphic that you desire to edit on the </span><span style="font-family: Calibri; font-size: 11pt;">editor screen</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,017: Line 1,186:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>. For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Settings for label output</span>”.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H20HA">Right-click the graphic.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,025: Line 1,194:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G20HA">Click </span><span style="font-weight: bold;">Cut</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0F20HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_an_existing_graphic_(from_the_editor_scre-Communication.1.034.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0E20HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_an_existing_graphic_(from_the_editor_scre-Communication.1.034.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0D20HA">Figure 4-4</span></span> Allow access</div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0C20HA"> </span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: &quot;Tms Rmn&quot;; font-size: 10pt;">1. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.5.jpg]] on each window that displays the labels, mailing label options, and the member correspondence window.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B20HA">Click Allow access if necessary.    <br /></span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  
[[Category:Communication]]
+
====Remove a graphic (from the ChamberMaster server)====
 
+
====Settings for label output====
+
Labels printed through your software will first display on your screen in Adobe Reader, allowing you to preview the resulting labels before sending to the printer. However, one selection in the print dialog box must be changed from the default to allow proper control of label placement. This selection looks different based on the version of Adobe Reader that is installed on your own computer.
+
 
+
'''Page Scaling''' should always be set to '''None''' or '''100%''' or '''Actual''' (wording varies depending on Adobe version). When Page Scaling is set to anything other than '''None''' (or the above identified choices), your labels may print off the labels or “slide” down the page as they print. You may say the labels shift or have improper alignment.
+
 
+
::'''Tip:''' Sometimes your browser will open the PDF in a “mini reader” instead of using the Adobe program which doesn’t allow you to change these settings. You’ll need to disable these mini-readers in order to allow the software to control the label output properly. Watch a [https://micronet.viewscreencasts.com/6c05dec841494fba8082c0e1b58dfc50 video] to understand how this works.
+
 
+
::'''Chrome Users:''' type in chrome://plugins and press Enter. Then disable the Chrome PDF Viewer and the Adobe Reader. See [http://screencast.com/t/sRLH7gs8 this page]
+
 
+
::'''Firefox Users:''' Select '''Options''' from the '''Tools''' menu. Click '''Applications''' tab and search for Adobe and also for PDF. Change each selection to '''Use Adobe Reader'''.
+
 
+
::'''Internet Explorer Users:''' Select '''Manage Add-ons''' from the '''Settings''' menu. With '''Toolbars and Extensions''' selected change the '''Show drop-down''' to '''All-Add-ons'''. Then set the Adobe PDF Reader to '''Disabled'''.
+
 
+
Your Adobe Reader version will determine what this setting will look like.
+
 
+
====Adobe Reader v. 8.0====
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._8.0-Communication.1.017.1.jpg]]</span></div>
+
 
+
====Adobe Reader v. 7.0====
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._7.0-Communication.1.018.1.jpg]]</span></div>
+
 
+
====Adobe Reader v. 6.0====
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._6.0-Communication.1.019.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OCB0HA"> </span></div>
+
 
+
===Create/Send Fax Output===
+
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MCB0HA">Send fax output using your fax machine or to download fax output</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LCB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0610HA">Within the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>, click <span style="font-weight: bold;">Insert/Edit Image</span> [[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.1.jpg]].</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,080: Line 1,225:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KCB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0510HA">Click </span><span style="font-weight: bold;">Browse Server</span>. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,088: Line 1,233:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JCB0HA">Select desired recipients</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0410HA">Click the X at the end of the desired graphic to be removed from the ChamberMaster server.  See Figure 4-5.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0310HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0210HA">Figure 4-5</span></span> Remove graphic from the server</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ICB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0110HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Z10HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Y10HA">Figure 4-6</span></span> Delete confirmation question</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HCB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X10HA">Click </span><span style="font-weight: bold;">Close</span>. [[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.4.jpg]]</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="margin-left: 18pt;">
+
 
 +
==Viewing and Recording Communication History==
 +
Communication history for your members is automatically logged on the '''Communication''''tab of the member’s record when emails are sent.  eReferrals are automatically logged as well.  Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).'
 +
 +
 
 +
===View history communication history===
 +
 
 +
Communication history can be viewed for a single member or viewed for the entire membership at once. See more on how to create the entries in the history.
 +
 
 +
====View history for a single member====
 +
#Select the desired member in the '''Members''' module.
 +
#Click the '''Communication''' tab.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.1.jpg]]
 +
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GCB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y40HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,119: Line 1,281:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FCB0HA">Create the </span><span style="font-family: Calibri; font-size: 11pt;">fax output</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X40HA">Click </span><span style="font-weight: bold;">Member Contact Report</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,127: Line 1,289:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ECB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: Calibri; font-size: 11pt;">fax output options</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0W40HA">Select desired filters and click </span><span style="font-weight: bold;">Refresh Listing</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0DCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.1.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0V40HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.2.jpg]]</span></div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0CCB0HA">Send fax output to an Internet Fax service</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0U40HA">Figure 3-2</span></span> Contact Report Listing</div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BCB0HA">This requires a separate subscription with one of many well-known internet fax service. See “</span><span style="font-family: Calibri; font-size: 11pt;">Internet Fax Service</span>” in the “Administrator Tasks” section of online help for more information.</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;">[[Image:Emails_Letters_and_Mailing_Lists-sq_bullet.jpg|7px]]<span style="font-weight: bold;"><span id="wwpID0E0T40HA">More details on available filter options – Table 3-2</span></span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0S40HA">“Display bulk mail correspondence…”:</span></span> When selected the history will include emails that were sent to multiple individuals at one time.  This would include even those that had been sent to only 2 or more individuals.</div>
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0R40HA">Task Categories:</span></span> Tasks are created by you; create your own Task Categories to assist in organizing your communication. Communication may be sorted and filtered by Task Categories. A staff person with Admin permissions can create these under Setup-&gt;Correspondence Categories. </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Q40HA"> </span></div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0P40HA">View a entry</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ACB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,147: Line 1,313:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06BB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Hover over the Subject title of the entry that you wish to view.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,155: Line 1,321:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05BB0HA">Select desired recipients</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">The contents of the entry will display immediately in a pop-over window. </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0L40HA">Delete a Communication History item</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04BB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03BB0HA">Preferred Communication Type</span></span> may be selected instead to select to send faxes only to those that have Fax selected as their preference.</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02BB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J40HA">Click the title of the desired item in the </span><span style="font-weight: bold;">Subject</span> column.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,179: Line 1,345:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01BB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I40HA">Click </span><span style="font-weight: bold;">Delete</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0H40HA">Print the Communication History entries</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZBB0HA">click </span><span style="font-weight: bold;">Add/Remove Attachment</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G40HA">When viewing the communication history, click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Print Summary Report</span> or click <span style="font-weight: bold;">Print Detailed Report</span>.   </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,195: Line 1,362:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YBB0HA">Select </span><span style="font-weight: bold;">Append your file to the email directly</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0F40HA">Follow the on-screen steps to print the output.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.2.jpg]]  Figure 10-3a</span></div>
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0E40HA">Export the Communication History entries</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WBB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0D40HA">When viewing the communication history, filter the history as desired.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,212: Line 1,379:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VBB0HA">Click </span><span style="font-weight: bold;">Browse…</span> to locate the desired fax attachment file. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C40HA">Click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Download Detail Report</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,220: Line 1,387:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UBB0HA"> Click </span><span style="font-weight: bold;">Attach</span>. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B40HA">Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file.  If the data is displayed immediately, you may wish to select </span><span style="font-weight: bold;">Save</span> from the <span style="font-weight: bold;">File</span> menu to ensure this data is available for viewing at a later time.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A40HA"> </span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0630HA">See more on how to create the entries in the history.</span></span></div>
 +
 +
=='''<span style="color:#800080">Working with Templates/Documents'''</span>==
 +
----
 +
Communication created may be saved for future use in one of two ways - - as a document or a template.
 +
Saving a document allows you to name and save the communication piece to be retrieved at a later time, modified, and saved again.  Saving a template allows you to save the communication piece to be retrieved at a later time but will not allow any modifications to be made to the original, thus maintaining the integrity of that communication piece.
 +
 +
===='''<span style="color:#800080">Available Pre-defined Email Templates'''</span>====
 +
----
 +
The table below lists the pre-defined email templates available to you.
 +
 +
{| class="wikitable"
 +
|-
 +
! Template !! Description
 +
|-
 +
| Announcement: Introducing Member Information Center || Send if you are introducing the MIC to all of your members – or even just new members.
 +
|-
 +
| Automatic Monthly Payment Invitation || Send if using Integrated Payment Processing, and you wish to inform your members that they can sign up to have recurring fees automatically charge to a credit card or bank account.
 +
|-
 +
| Automatic Payment Confirmation || Send this email to your reps to confirm that you have set them up on automated recurring billing.
 +
|-
 +
| Create Log-in Account Invitation || Send this email to invite reps to create their log-in accounts. Can be used after analyzing which reps have not yet created accounts.
 +
|-
 +
| Encourage Advertising of Events || Send this email if you want to encourage your members to add their events to your calendar. NOTE: Events may be added by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Deal Posting || Send this email if you want to encourage your member to post hot deals.  NOTE: Deals may only be posted by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Job Postings || Send this email if you want to encourage your members to post job postings via the MIC. Note: Job Posting may be posted only by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Posting of Deals, Jobs, News, Events || Send this email if you want to encourage your members to post deals, job postings, news & events via the MIC. This email template can be useful for new members just learning of the capabilities of the MIC.
 +
|-
 +
| Encourage Submitting News Release || Send this email if you want to encourage your members to post News Releases in the MIC.  Note: Job Posting may be posted only by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Remind how to Login to the Member Information Center  || Send this email to members if they have forgotten how to login to the MIC. Useful if you have identified members who are not logging in.
 +
|-
 +
| Thank You for Joining || Send this email to new members to thank them for joining. The email template also includes information on how to log into the MIC
 +
|-
 +
| Update Your Member Listing || This email template reminds the member to login into the MIC to review and update their information. The template includes the information that you currently have in the database for them to review. 
 +
|}
 +
 +
 +
===Saving a document===
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TBB0HA">Click </span><span style="font-weight: bold;">Return</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O10HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span> and create the desired communication piece.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; text-align: justify;"><span id="wwpID0E0SBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0RBB0HA">Figure 10-3b – Selecting the desired fax attachment</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QBB0HA">Click </span><span style="font-weight: bold;">Send Faxes via  . . .</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N10HA">Click </span><span style="font-weight: bold;">Save</span> ( [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.1.jpg]]).  </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.4.jpg]]</span></div>
+
   <div style="margin-left: 18pt;">
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0OBB0HA">Figure 10-3c - Sample of the Send Faxes button when using eFax</span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NBB0HA">Some email fax services may accept the cover page or the main content of the fax in the editor area instead of attaching the content and cover page as an attachment.  Check with your email fax service or contact ChamberMaster for more information.</span></div>
+
 
+
===Editor menu selections===
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LBB0HA">ChamberMaster uses an editor when creating letters, emails, and faxes that includes many enhanced features.  Features include:</span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KBB0HA">HTML preview screen</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M10HA">Complete the </span><span style="font-weight: bold;">Save Name</span> and <span style="font-weight: bold;">Description</span> fields in the <span style="font-weight: bold;">Save</span> window ensuring that <span style="font-weight: bold;">Save the text as a new document</span> is selected.  See Figure 5-1 below.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L10HA">[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="color: #000000; font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K10HA">Figure 5-1 </span></span><span style="color: #000000;">– Save window</span></div>
 +
  <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JBB0HA">Templates </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J10HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IBB0HA">Search and Replace</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HBB0HA">Undo and Redo</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GBB0HA">Strikethrough text</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FBB0HA">Superscript and subscript</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EBB0HA">Insertion of tables, divider lines, symbols, special characters, and emoticons</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DBB0HA">Paste text with or without formatting</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0CBB0HA">The editor comes integrated with a spell checking solution that provides spell checking while you type.  Words not recognized will be underlined in red.  Right click on the word to be presented with suggestions, an option to Ignore, or add the word to your dictionary.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BBB0HA">The following table describes the basic functions of the editor</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ABB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Editor_menu_selections-Communication.1.021.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E06AB0HA">Table 1-1</span></span><span style="color: #000000;"> Editor icons</span></div>
 
  
===Email Disclaimer===
+
===='''<span style="color:#800080">Customize and Save Changes to an Existing Email Template'''</span>====
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04AB0HA">Email Disclaimers appear at the bottom of certain emails generated by our software.</span></div>
+
----
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E03AB0HA">To edit the disclaimer</span></div>
+
The pre-defined email templates may be customized to meet your business needs. Once you have customized, you will save the template back as a new template or document for future use.
 +
 
 +
#From the send email screen, click the [[File:Template.JPG|25px]] icon, in the editor toolbar.
 +
#:[[File:Predefined templates.JPG|400px|center]]
 +
#Click '''Pre-Defined Templates'''.
 +
#Click the desired template. The '''Email Text''' (body of your email) will be automatically populated with the template.
 +
#Use the Rich Text Editor functions to modify the template as needed.
 +
#Save the template by clicking the [[File:Floppy.JPG|25px]] icon in the editor tool bar.
 +
#:[[File:Save Template.JPG|400px|center]]
 +
#Enter a '''Name''' for the new template.
 +
#(Optional) Enter a description for the new template.
 +
#Select one of the following save options:
 +
#*'''Save the text as a new document''': Select this option if you wish to save the template as a document, which allows you to retrieve the template at a later time, make modifications, and save it as the same document (over-write the previous document). '''NOTE''': When you save a template as a document, it will only be available to the user who created the document.
 +
#*'''Update an Existing Document''': Select this option if you would like to save your changes to an existing document.
 +
#*'''Save the text as a new template''': Select this option if you wish to save as a new template. '''NOTE''': Templates may not be updated, any time changes are made to a template, you will save as a new template.
 +
#Click '''OK'''.
 +
 
 +
===Saving changes to an existing document===
 +
#Open the existing document and make desired changes.
 +
#Click '''Save''' [[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.1.jpg]].
 +
#Click the '''Update an existing document''' radio button.
 +
#Click the '''Update an existing document''' arrow to select the desired document to update.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.2.jpg]]
 +
#Click '''OK'''.
 +
 
 +
===Saving a Template===
 +
#Open the email editor and create the desired communication piece or open an existing document and make any desired changes.
 +
#Click '''Save''' [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.1.jpg]].
 +
#Complete the '''Save Name''' and '''Description''' fields in the '''Save''' dialog box.
 +
#Click the '''Save the text as a new template''' radio button.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.2.jpg|center]]
 +
#Click '''OK'''.
 +
 
 +
===Using Pre-defined Templates===
 +
A number of predefined templates are provided that may be selected and brought onto your own list of templates. You may use these templates “as is” or choose to modify and then re-save with your own name. [[Communication#Available_Pre-defined_Email_Templates|Click here]] to view available email templates.
 +
 
 +
===Adding a Predefined Template===
 +
 
 +
1. In the email edit screen, click the '''Choose a Template''' button.
 +
 
 +
 
 +
::[[File:edit_email_screen.png]]
 +
 
 +
::'''Figure: '''The email edit screen and '''Choose a Template''' button.
 +
 
 +
 
 +
2. Click '''Predefined Templates'''.
 +
 
 +
 
 +
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.3.jpg]]
 +
 
 +
::'''Figure: '''Selecting Predefined Templates
 +
 
 +
 
 +
3. Click the template title to select the desired predefined template.
 +
 
 +
 
 +
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.5.jpg]]
 +
 
 +
::'''Figure: '''Sample of predefined templates
 +
 
 +
 
 +
4. Click '''OK''' to select another template right now or click '''Cancel''' to return to your own list of templates.
 +
 
 +
5. Once on your list of templates, click to select the desired template.
 +
 
 +
6. All fields with [ ] will auto-fill with the data from the member’s record or from your association contact information where appropriate.
 +
 
 +
==Mail Merge==
 +
Similar to performing a Mail Merge in Microsoft Word, ChamberMaster / GrowthZone maintains the ability to insert a database field within the context of your communication piece, creating personalized, unique communication output.
 +
 
 +
===Inserting a database field===
 +
<div xmlns="http://www.w3.org/1999/xhtml">
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BZ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.1.jpg]]</span><span style="font-weight: bold; text-decoration: underline;"> </span><span style="color: #003366; font-size: 11pt; font-weight: bold; text-decoration: underline;">[[http://www.screencast.com/t/MjU2MmIx|Inserting Database Fields into Communication]]</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02AB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AZ0HA">Open the editor window</span></span> and type any text that will be consistent for all recipients. Example:  </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E06Y0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E05Y0HA">Figure 6-1 Example letter that will contain Database fields</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01AB0HA">Click </span><span style="font-weight: bold;">General Options and Settings.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04Y0HA">When you desire to insert a database field, click the </span><span style="font-weight: bold;">Add Database Field</span> icon. ([[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.3.jpg]]).</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,341: Line 1,568:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZAB0HA">Open the </span><span style="font-weight: bold;">Email Server Settings </span>area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03Y0HA">Click the plus sign ([[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.4.jpg]]) to expand the desired section and display available database field selections.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02Y0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.5.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E01Y0HA">Figure 6-2</span></span>– Add Database Field window</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YAB0HA">Edit the desired disclaimer</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZY0HA">Click to select the desired database field.  The selected field will display in the editor window within brackets. e.g. </span><span style="font-family: Arial; font-size: 10pt;"><nowiki>[</nowiki>Company Name<nowiki>]</nowiki></span> </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0YY0HA">As you continue and actually generate the communication output, the field name will be replaced with the appropriate matching data for that member. </span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XAB0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XY0HA">Proceed with standard steps to complete this communication.  All fields displayed in brackets will be filled with data from the member’s record.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0WAB0HA"> </span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0WY0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.6.jpg]]</span></div>
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0VY0HA">Figure 6-3</span><span style="font-size: 12pt;"> </span>Sample letter with Database Field inserted</div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
</div>
       <tr valign="baseline">
+
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
===Sending Login Information===
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VAB0HA">Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members.  Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection</span></div></td>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TY0HA">Your members will want to login to the Member Information Center in order to view and update their membership information and member webpage, view and add Hot Deals, view and submit events, and view and add job postings.</span></div>
       </tr>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SY0HA">Instead of sending their login name and password to them, you can generate an email and include a link so the member can automatically retrieve their login information.</span></div>
     </table>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RY0HA">A number of pre-defined templates are provided that are ready to send out and already include links to your login page and a link where they can retrieve login information.  See “Using Pre-Defined Templates”.  Feel free to use any of these or use the steps below to create communication of your own.</span></div>
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QY0HA">If you still wish to send out the login and password to your members, follow </span><span style="font-family: Calibri; font-size: 11pt;">the next steps</span> to create and print individual letters to each of your members that include login information. Sending passwords via mail may be more secure for sending passwords since most email is unencrypted. If you desire to send the login information via email, follow the same general steps below except you will select <span style="font-weight: bold;">New Email to Multiple Members</span> for Step #2.</div>
  <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
==Remove Unwanted Headers & Footers==
       <tr valign="baseline">
+
When creating reports and correspondence in ChamberMaster, the preview window is displayed in a browser window (i.e. Internet Explorer). Internet Explorer has a default header and footer that are wonderful when printing pages from the web, but when printing out your formal ChamberMaster reports or letters it is not usually desirable.
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UAB0HA">Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members.  For instance the “Request Info” link found on the members’ public information page.</span></div></td>
+
===Header and Footer Codes===
       </tr>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0YW0HA">The codes with the &amp; (ampersand symbol) represent certain elements within the Internet Explorer header and footer.  Use these to customize your own header or footer!</span></div>
     </table>
+
  <table style="border-collapse: collapse; margin-left: -5.4pt; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; width: 412.5pt;" cellspacing="0" summary="">
  </div>
+
    <tr>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Email_Disclaimer-Communication.1.022.1.jpg]]</span></div>
+
      <td style="background-color: #000066; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; vertical-align: bottom; width: 68.75pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABL0XW0HA">Code</span></span></div>
 +
       </td>
 +
      <td style="background-color: #000066; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; vertical-align: bottom; width: 343.75pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EAAL0XW0HA">Element the code represents</span></span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
         <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABK0XW0HA">&amp;w</span></span></div>
 +
      </td>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAK0XW0HA">Window title</span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABJ0XW0HA">&amp;u</span></span></div>
 +
      </td>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
         <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAJ0XW0HA">Page address (URL)</span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABI0XW0HA">&amp;d</span></span></div>
 +
      </td>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAI0XW0HA">Date in short format specified by Regional Settings in Control Panel</span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABH0XW0HA">&amp;D</span></span></div>
 +
      </td>
 +
       <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAH0XW0HA">Date in long format specified by Regional Settings in Control Panel</span></div>
 +
      </td>
 +
     </tr>
 +
    <tr>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABG0XW0HA">&amp;t</span></span></div>
 +
      </td>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAG0XW0HA">Time in the format specified by Regional Settings in Control Panel</span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABF0XW0HA">&amp;T</span></span></div>
 +
      </td>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAF0XW0HA">Time in 24-hour format</span></div>
 +
      </td>
 +
     </tr>
 +
    <tr>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABE0XW0HA">&amp;p</span></span></div>
 +
      </td>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAE0XW0HA">Current page number</span></div>
 +
       </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
         <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABD0XW0HA">&amp;P</span></span></div>
 +
      </td>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAD0XW0HA">Total number of pages</span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABC0XW0HA">&amp;&amp;</span></span></div>
 +
      </td>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAC0XW0HA">A single ampersand (&amp;)</span></div>
 +
      </td>
 +
    </tr>
 +
    <tr>
 +
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABB0XW0HA">&amp;b</span></span></div>
 +
      </td>
 +
       <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAB0XW0HA">The text immediately following these characters as centered</span></div>
 +
      </td>
 +
    </tr>
 +
     <tr>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABA0XW0HA">&amp;b&amp;b</span></span></div>
 +
      </td>
 +
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
 +
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAA0XW0HA">The text immediately following the first "&amp;b" as centered, and the text following the second "&amp;b" as right-justified</span></div>
 +
      </td>
 +
    </tr>
 +
  </table>
 +
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: left;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0WW0HA">Table 7-1</span></span><span style="color: #000000;"> Header &amp; Footer options</span></div>
 +
 
 +
==Creating a Signature Block==
 +
 
 +
Saving your signature block as a template may save time when creating correspondence.  Design your signature block with any included text and graphics.  You may also include items that would belong in the header such as your logo.  Save it as a template.  When ready to create your correspondence, first retrieve the signature block using the '''Choose a Template''' selection.  Then type your correspondence above your signature block.
 +
 
 +
#Click '''Communication''' in the left-hand navigation bar.
 +
#Click '''Email a member'''.
 +
#When the editor displays, create the desired signature block.
 +
#:Hint: You might want to start the signature block with two blank lines before your actual signature lines.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.1.jpg]]  
 +
#Click '''Save'''. [[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.2.jpg]]
 +
#Complete the '''Save Name/Description''' fields in the  Save window.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.3.jpg|center]]
 +
#Click the '''Save the text as a new template.'''  radio button.
 +
#Click '''OK'''.
 +
 
 +
After creating the signature block, it may be used at any time when sending emails or letters.  See “Using a Signature Block”.
 +
 
 +
===Using a Signature Block===
 +
 
 +
#Open the editor by selecting one of the many ways to send an email or create letters in the software.
 +
#Click '''Choose a Template'''. [[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.1.jpg]]
 +
#Click the template title to select the desired signature template. Your signature block will appear.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.2.jpg|center]]
 +
#Type the desired communication.  Your signature block will “move” down the page as you type the communication.
  
===Adding an attachment===
+
=='''<span style="color:#800080">Managing Quarantined Emails'''</span>==
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RAB0HA">Increasingly when users send email attachments, ISP spam filters are identifying these innocent but potentially large attachments as spam.  Consequently these emails and attachments never make it to their intended recipient. </span></div>
+
----
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QAB0HA">Selecting the option to upload your attachment to a server will eliminate this frustrating problem. Once the file has been uploaded to the ChamberMaster server and selected, a link is generated and automatically placed inside your email allowing the recipient to click to receive their attachment.</span></div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0PAB0HA">There are three options available when selecting </span><span style="font-weight: bold;">Add/Remove Attachment</span>:  </div>
+
{| class="wikitable"
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adding_an_attachment-Communication.1.023.1.jpg]]</span></div>
+
|-
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0NAB0HA">Figure 2-1</span></span> – Three attachment options</div>
+
! '''Updates to Quarantined Email Process coming Q2 2019'''
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0MAB0HA">Œ</span><span style="color: #000000; font-family: Arial;"> </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Upload your attachment file to the ChamberMaster server and include a link to that file in your email.</span><span style="color: #000000; font-family: Arial;"> - - produces an email that reduces the size by including a link to the file instead of actually sending the file. Recipients of the email will retrieve the attachment from the secure ChamberMaster server by clicking the designated link within the email.  This selection is the same as the </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Add an Attachment</span><span style="color: #000000; font-family: Arial;"> icon (</span>[[Image:Emails_Letters_and_Mailing_Lists-Adding_an_attachment-Communication.1.023.2.jpg]]<span style="color: #000000; font-family: Arial;">) on the editor tool bar.</span></div>
+
|-
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0LAB0HA"></span><span style="color: #000000; font-family: Arial;"> </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Include a link within the email to a file hosted on your chamber website.</span><span style="color: #000000; font-family: Arial;"> - - allows the sender to create a hyperlink to documents or URLs located on other servers.  A custom email link may also be generated using this selection. This selection is the same as the </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Insert/Edit Link</span><span style="color: #000000; font-family: Arial;"> icon (</span>[[Image:Emails_Letters_and_Mailing_Lists-Adding_an_attachment-Communication.1.023.3.jpg]]<span style="font-family: &quot;Times New Roman&quot;;">) </span>on the editor tool bar.</div>
+
| Due to increased vigilance from outside organizations that rank email sender reputation, having a clean email address list is very important to ensure all of our customers can continue to communicate reliably to their members.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KAB0HA">Ž</span><span style="color: #000000; font-family: Arial;"> </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Append your file to the email directly</span><span style="color: #000000; font-family: Arial;">. - - the traditional way of sending attachments.  This selection will send the document with the email</span></div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JAB0HA">Explained below are the steps for option Œ, which is the recommended selection to reduce problems when sending through your ISP.</span></div>
+
To assist you in this task, a new process will be enabled in the upcoming months that will scan your email addresses for invalid status. The following types of addresses would be considered invalid: Addresses where the syntax is incorrect (e.g. multiple @ symbols, extra space, etc.), the domain of the email address doesn't exist, the address of the recipient no longer exists on the receiving server, and when the MX record of the domain itself doesn't exist. These are all cases where the email would never make it through to anyone.
====Sending an email with a link that will display the attachment====
+
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HAB0HA">This selection is the same as the </span><span style="font-weight: bold;">Add an Attachment</span> icon ([[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.1.jpg]]) on the editor tool bar.</div>
+
GrowthZone has implemented processes to identify and quarantine emails that have been identified as invalid in your database, while keeping you in full control of your addresses.
 +
 
 +
'''Summary of New Process''':
 +
 
 +
#An Email warning of upcoming quarantine will be sent 30 days prior to quarantine to notify you that email(s) are to be quarantined. This email is sent to those staff members who have subscribed to the '''Invalid Email Address Notifications''' notification (See '''[[Administrator_Tasks#Set_Email_Notifications|Staff Email Notifications]]''' for information on subscribing to the notification). '''[https://www.screencast.com/t/FhMIy0hmHBX Sample Email]'''.
 +
#:The email contains action links to:
 +
#:*Re-check the email – if the email is verified, then the email is no longer subject to quarantine, and will be returned to normal status
 +
#:*Change Address – this option will allow you to update the email address, and it will then be run through the nightly scan. If the email address is verified, it will be returned to normal status.  
 +
#:*Mark As Good – this option allows you to mark an email as good and return to normal status in the database. It will be rechecked in 90 days.  
 +
#::'''NOTE:''' A new item has been added to the '''Task List''', that will allow you to link to quarantined emails and perform the actions described above.
 +
#A reminder email '''warning''' will be sent five days prior to the final quarantine of emails. [https://www.screencast.com/t/VrlZnvkA Sample Email].
 +
#One final email will be sent, on the day of the quarantine,  indicating the emails have been quarantined. But, note, that staff may recheck, change or mark as good at any time, even if quarantined.
 +
::'''NOTE:''' You can check on the invalid list at any time by clicking '''Invalid Emails''' in the '''Task List'''.
 +
|}
 +
 
 +
==='''<span style="color:#800080">Quarantined Invalid Email Address Report'''</span>===
 +
----
 +
 
 +
The '''Quarantined Invalid Email Address''' report provides a list of all emails that have been marked as invalid, and removed from your database. Due to increased vigilance from outside organizations that rank email sender reputation, having a clean email address list is very important to ensure all of our customers can continue to communicate reliably to their members. The following types of addresses would be considered invalid: Addresses where the syntax is incorrect (e.g. multiple @ symbols, extra space, etc.), the domain of the email address doesn't exist, the address of the recipient no longer exists on the receiving server, and when the MX record of the domain itself doesn't exist. These are all cases where the email would never make it through to anyone.
 +
 
 +
The report consists of two sections: '''Emails Quarantined''' and '''Will Be Quarantined'''. The report includes the email address, name of member or rep, the member/rep ID, location in the database the address has been removed from (clicking the location will take you to the page in the database where the email was used), reason why the address was removed, date of removal.
 +
 
 +
You can access the '''Quarantined Invalid Email Addresses''' by clicking the '''Invalid Emails''' link in the task list or through the reports module.
 +
 
 +
[[File:Invalid Emails1.JPG|1000px|center]]
 +
 
 +
 
 +
When an email is quarantined, an automated email will be sent to all staff that are signed up to receive email notificationAll staff will be set to have this notification enabled by default. See '''[[Administrator_Tasks#Set_Email_Notifications|Set Email Notifications]]''' for further details on subscribing to the notification.
 +
 
 +
Duplicate emails may be displayed in your report. For example, if you have the same email associated to a member and to a representative, the email will be displayed twice in your report. By default '''ALL''' emails in your database will be displayed in the report, including those of inactive members and/or reps. You can filter the report as needed, to display only active members/reps.
 +
 
 +
 
 +
Are the invalid addresses removed from my database?
 +
A: No. When it is determined that an address is invalid, the address is marked 'to be quarantined' in 30 days. After the 30 days, the address will be 'quarantined', meaning it will no longer appear on the member/rep record.  It still can be found on the Quarantined Invalid Email Addresses report where all available actions are still possible, even after quarantine has occurred.
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' Invalid email address are '''NOT''' removed from your database. Once quarantined, the address will no longer appear on the member/rep record. It can still be found on the '''Quarantined Invalid Email Addresses''' report where all available actions are still possible. 
 +
|}
 +
 
 +
See more details of the Invalid Email Address cleanup '''[http://events.chambermaster.com/news/details/invalid-email-address-cleanup here]'''.
 +
 
 +
===='''<span style="color:#800080">Recheck an Invalid Email'''</span>====
 +
----
 +
 
 +
On the '''Quarantined Invalid Email Report''' click the '''Re-check''' link next to the email address you would like to check.  
 +
[[File:Invalid Emails2.jpg|1000px|center]]
 +
The results of the re-check will be displayed, as shown below.
 +
 
 +
[[File:Recheck.JPG|800px|center]]
 +
 
 +
If the address is found to be valid, will be removed from the Quarantine list. If the address is found to be invalid, it will remain on the quarantine list.
 +
 
 +
===='''<span style="color:#800080">Mark an Invalid Email as Good'''</span>====
 +
----
 +
After running Re-Check, if you've personally verified this address is good even though the verification system indicates it is not, we've given you an option to mark it as good  and remove it from the Quarantine list. Please do not abuse this option; we want to protect your email sender reputation.
 +
 
 +
[[File:Invalid Emails3.jpg|1000px|center]]
 +
 
 +
#On the '''Quarantined Invalid Email Report''' click the '''MarkAsGood''' link next to the email address you would like to mark as good.
 +
#:[[File:Markasgood.JPG|800px|center]]
 +
#Review the warning information on the '''Mark as Good''' dialog box.
 +
#If you wish to proceed, click the '''Mark as Good''' button.
 +
 
 +
===='''<span style="color:#800080">Change an Invalid Email address'''</span>====
 +
----
 +
 
 +
Using the '''Quarantined Invalid Email''' report, you can correct an invalid email address. The correction will be updated throughout their record; the current address will then be removed from the Quarantine list.
 +
 
 +
[[File:Invalid Emails4.jpg|1000px|center]]
 +
 
 +
#On the '''Quarantined Invalid Email Report''' click the '''Change''' link next to the email address you would like to change.
 +
#:[[File:Change email address.JPG|500px|center]]
 +
#Enter the new email address in the '''Please replace email address...''' text-box.
 +
#Click the '''Replace''' button.
 +
 
 +
===='''<span style="color:#800080">Quarantine Tonight'''</span>====
 +
----
 +
 
 +
Select this option to speed up the quarantine process. Address will be quarantined tonight; use when you know the address is invalid and do not wish to wait for the upcoming date.
 +
 
 +
On the '''Quarantined Invalid Email Report''' click the '''Quarantine Tonight''' link. A confirmation screen will display indicating that the email address was successfully updated and will be quarantined during the scheduled email cleanup task tonight. You will need to refresh the Quarantined Invalid Email Address report to see the updated Planned Quarantine Date on the address.
 +
 
 +
==Storing Documents - Cloud Drive==
 +
Store your documents in the Cloud Drive, a selection in the left-hand menu of your software<ref>'''Note: '''These document storage folders are only available for those with Plus edition or greater.
 +
</ref>, to access them anytime from any computer that has a connection to the internet and access to the database. 10 GB of storage space is available to you.
 +
 
 +
Upload files<ref>File types allowed: jpg, jpeg, gif, png, svg, txt, pdf, odp, ods, odt, rtf, doc, docx, pub, xls, xlsx, ppt, pptx, ogv, mp4, webm, ogg, mp3, wav. up to 50 MB in size.</ref> to '''My Documents''' for your personal use or into '''Shared Documents''' to make them available for your entire staff.
 +
 
 +
*[[Emails_Letters_and_Mailing_Lists-Storing_a_personal_document_for_use_later|Storing a document for personal use later]]
 +
*[[Emails_Letters_and_Mailing_Lists-Storing a document to share with other staff|Storing a document to share with other staff]]
 +
*[[Emails_Letters_and_Mailing_Lists-Storing documents on a member’s record for archiving purposes|Storing documents on a member’s record for archiving purposes]]
 +
*[[Emails_Letters_and_Mailing_Lists-Storing files for members to access|Storing files for members to access]]
 +
*[[Storing_Images_Used_In_Emails|Storing images that are used in emails or wherever the editor is used]]
 +
 
 +
 
 +
:Locate these two tabs by clicking '''Cloud Drive''' in the left-hand menu or by selecting the desired folder from the Common Tasks tab in the Dashboard module.
 +
 
 +
 
 +
::[[File:Communication.1.083.1.jpg]]
 +
 
 +
 
 +
::'''Figure:''' Document storage on the Cloud Drive
 +
 
 +
===Storing a personal document for use later===
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GAB0HA">Any time while </span><span style="font-family: Calibri; font-size: 11pt;">creating the desired email</span>, click <span style="font-weight: bold;">Add/Remove Attachments</span> ([[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.2.jpg]])</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HN0HA">Click </span><span style="font-weight: bold;">Cloud Drive</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,404: Line 1,860:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FAB0HA">Click </span><span style="font-weight: bold;">Upload your attachment file to the ChamberMaster server and include a link to that file in your email</span>.  See Figure 2-2 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GN0HA">Click </span><span style="font-weight: bold;">My Documents</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.3.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FN0HA">[[Image:Emails_Letters_and_Mailing_Lists-Storing_a_personal_document_for_use_later-Communication.1.074.1.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0DAB0HA">Figure 2-2</span></span> Add Email Attachments</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0EN0HA">Figure 11-2b Sample </span><span style="font-weight: bold;">Cloud Drive</span> window</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CAB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DN0HA">(Optional) Click </span><span style="font-weight: bold;">New folder</span> to create a folder to organize your files or double-click on the desired folder.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,422: Line 1,878:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BAB0HA">Type the desired text in the </span><span style="font-weight: bold;">Text for Attachment Link</span> field.  Then click <span style="font-weight: bold;">Browse Server</span>.  See Figure 2-3 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CN0HA">Click </span><span style="font-weight: bold;">Browse</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.4.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0660HA">Figure 2-3</span></span> – Add File Attachments</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0560HA">Browse to the desired file and click it to select.  See Figure 2-4 below.  Or you may upload a </span><span style="text-decoration: underline;">new</span> file to the ChamberMaster server by clicking Browse, browsing to the desired file, click to select, click Open, and then click <span style="font-weight: bold;">Upload</span>.  See Figure 2-5 below.  Then you may click the desired file to select it.  See Figure 2-4 again.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BN0HA">Locate the desired file to upload and click </span><span style="font-weight: bold;">Open</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0460HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.5.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0360HA">Figure 2-4</span></span> Browse to desired file</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0260HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.6.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0160HA">Figure 2-5 </span></span>Uploading your file</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Z60HA">Click </span><span style="font-weight: bold;">OK</span>.  See Figure 2-6 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AN0HA">Click </span><span style="font-weight: bold;">Upload</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Y60HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.7.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0X60HA">Figure 2-6</span></span> The last step</div>
 
 
====Turn on email links====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0V60HA">When receiving an email that contains embedded hyperlinks (links), the recipient may have trouble accessing the links due to settings prohibiting these links within their own email program.  Many email programs disable access to these links by default in an attempt to alleviate phishing threats from untrusted sources.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0U60HA">To successfully open an embedded email link, the recipient needs to turn on the access to email links, either temporarily for a single email or globally for all emails.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0T60HA">The instructions below are when using Microsoft Outlook 2003 or 2007 but other email programs may contain similar selections.  Contact your email software provider for specifics related to your particular email program.</span></div>
 
 
====Possible error displayed when trying to open a link in Microsoft Outlook 2003====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Q60HA">Figure 2-7 </span></span> Error in Microsoft Outlook 2003</div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0P60HA">To turn on email links temporarily for this email (using Microsoft Outlook 2003)</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O60HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">Click here to turn on links</span> in the Information bar above.  See Figure 2 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06M0HA">The selected file will be uploaded into your document storage.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0N60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0M60HA">Figure 2-8 </span></span>Turn on links temporarily</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L60HA">Click Turn on Links (not recommended).</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05M0HA">Access this document anytime by clicking </span><span style="font-weight: bold;">My Documents</span> in the <span style="font-weight: bold;">Cloud Drive</span> or on the <span style="font-weight: bold;">Common Tasks</span> tab in the <span style="font-weight: bold;">Dashboard</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E04M0HA">Note: only available for those with Plus edition or greater.</span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
===Storing a document to share with other staff===
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
<div xmlns="http://www.w3.org/1999/xhtml">
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K60HA">Click the link within the email again.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0J60HA">To turn on email links for all emails (Microsoft Outlook 2003)</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0I60HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H60HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02M0HA">Click </span><span style="font-weight: bold;">Cloud Drive</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0G60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0F60HA">Figure 2-9 </span></span> Tools, Options</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0E60HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01M0HA">Click </span><span style="font-weight: bold;">Shared Documents</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0D60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.4.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0ZM0HA">[[Image:Emails_Letters_and_Mailing_Lists-Storing_a_document_to_share_with_other_staff-Communication.1.075.1.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0C60HA">Figure 2-10 </span></span> Preferences tab</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0YM0HA">Figure 11-2c Sample </span><span style="font-weight: bold;">Cloud Drive</span> window</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;">3. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B60HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Don’t turn on links in messages . . .</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XM0HA">(Optional) Click </span><span style="font-weight: bold;">New folder</span> to create a folder to organize your files or double-click on the desired folder.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0A60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.5.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0650HA">Figure 2-11 </span></span> Take check off</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0550HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WM0HA">Click </span><span style="font-weight: bold;">Browse</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,530: Line 1,956:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0450HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VM0HA">Locate the desired file to upload and click </span><span style="font-weight: bold;">Open</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,538: Line 1,964:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0350HA">Open the desired email and try clicking the links again.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UM0HA">Click </span><span style="font-weight: bold;">Upload</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
====Possible error displayed when trying to open a link in Microsoft Outlook 2007====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0150HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Z50HA">Figure 2-12 </span></span> Error in Microsoft Outlook 2007</div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0Y50HA">To turn on email links temporarily for this email (using Microsoft Outlook 2007)</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X50HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">This might be a phishing message . . .  (not recommend)</span> in the Information bar above.  See Figure 7 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TM0HA">The selected file will be uploaded into your document storage.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V50HA">Figure 2-13 </span></span> Turn on links temporarily</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0U50HA">Click </span><span style="font-weight: bold;">Enable Links</span> and other functionality (not recommended).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SM0HA">Other staff members may now access this document by clicking </span><span style="font-weight: bold;">Shared Documents</span> in the <span style="font-weight: bold;">Cloud Drive</span> or on the <span style="font-weight: bold;">Common Tasks </span>tab in the <span style="font-weight: bold;">Dashboard</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0RM0HA">Note: a new non-removable </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Members Only</span> folder appears under the CloudDrive Shared folders area. This folder was placed there by our programmers in preparation for a future release that will provide a location for staff to place member-only files and folders. Placing files in this folder will not hurt but will not do anything for you or your members at this time. Stay tuned!</div>
 +
 
 +
===Storing files for members to access===
 +
 
 +
1. Click '''Cloud Drive''' in the left-hand menu.
 +
 
 +
2. Click '''Shared Documents'''.
 +
 
 +
3. (Optional) Click '''New folder''' to create a folder to organize your files or double-click on the desired folder.
 +
 
 +
4. Click '''Browse'''.
 +
 
 +
5. Locate the desired file to upload and click '''Open'''.
 +
 
 +
6. Click '''Upload'''.
 +
 
 +
7. The selected file will be uploaded into your document storage.
 +
 
 +
8. Other staff members may now access this document by clicking '''Shared Documents''' in the Cloud Drive or on the '''Common Tasks''' tab in the Dashboard.
 +
 
 +
:'''Note: '''Only available for those with Plus edition or greater.
 +
 
 +
===Storing files that can be attached to an email or accessed through a URL===
 +
Any files uploaded to the '''Email Attachments''' area in the '''Cloud Drive''' will be available to be attached to an email when sending using the software’s editor. These files are also available as public links without being sent in an email when the link is made known to the end user.
 +
 
 +
'''Note:''' The '''Cloud Drive''' tabs are only available for those with Plus edition or greater but the Email Attachments are accessible under Dashboard-Common Tasks.
 +
 
 +
1. Click '''Cloud Drive''' in the left-hand menu.
 +
 
 +
2. Click the '''Email Attachments''' tab.
 +
 
 +
3. Click '''Browse'''.
 +
 
 +
4. Locate the desired file to upload and click '''Open'''.
 +
 
 +
5. Click '''Upload'''.
 +
 
 +
6. The selected file will be uploaded into your document storage for use as attachments to emails or as a public URL.
 +
 +
====Attaching the Document to an Email or Provide URL Access====
 +
1. Access the email editor.
 +
 
 +
2. Click the paper clip icon .
 +
 
 +
3. Click Browse and find your uploaded file.
 +
 
 +
4. Click '''Select'''.
 +
 
 +
5. Click '''OK''' to embed your file as a link or copy the '''Attachment File URL''' and give that URL to users that need to access this file.
 +
 
 +
[[File:Communication.1.087.2.jpg]]
 +
 
 +
===Storing images that are used in emails or other locations the editor is used===
 +
Any files uploaded to the Email Images area in the Cloud Drive will be available to embed as an image in the body of an email when sending using the software’s editor.
 +
 
 +
'''Note: '''The Cloud Drive tabs are only available for those with Plus edition or greater but the Email Images are accessible under Dashboard-
 +
 
 +
====Common Tasks====
 +
 
 +
1. Click '''Cloud Drive''' in the left-hand menu.
 +
 
 +
2. Click the '''Email Images''' tab.
 +
 
 +
3. Click '''Browse'''.
 +
 
 +
4. Locate the desired file to upload and click '''Open'''.
 +
 
 +
5. Click '''Upload'''.
 +
 
 +
6. The selected file will be uploaded into your document storage for use as a graphic to embed in an email or other locations the editor is available.
 +
 +
====Embedding the Image in an Email====
 +
 
 +
1. Access the email editor.
 +
 
 +
2. Click the Image icon
 +
 
 +
3. Click '''Browse''' and find your uploaded file.
 +
 
 +
4. Click '''Select'''.
 +
 
 +
5. Click '''OK''' to embed your image in the body of the email.
 +
 
 +
===Reasons emails don’t get to members===
 +
Trying to figure out why an email didn’t get to one (or a bunch!) of your members is usually confusing and frustrating. If you have ever asked one of the questions below… read on. While there are many reasons why email messages don’t make it to your members, there are several reasons that seem most common to our customers. The top three are listed below.
 +
* "Why do some members say they don’t receive email messages that I send through ChamberMaster/GrowthZone?"
 +
* "Why do some messages "bounce" when I know the email address is valid?"
 +
* "Why can some members receive messages from me when I send through Outlook but not when I send out of ChamberMaster/GrowthZone?"
 +
* "What can I do to make sure my members get the email messages I am sending through ChamberMaster/GrowthZone?"
 +
====Your chamber’s Sender Policy Framework (SPF) Record may be incomplete or missing====
 +
Because of Spam, many ISP's (Internet Service Providers - i.e. Charter, RoadRunner, AOL, Yahoo, etc…) have begun performing a type of SPAM check called a reverse domain lookup (also called an "SPF lookup") to verify that the sending IP address of a mail server is authorized to send email from your domain. In plain language – the member’s email provider is asking, "Is this email message coming from an authorized sender?" If the answer is "no" they will either reject it or filter it to your member’s SPAM folder.
 +
*This is important for ChamberMaster & GrowthZone users because when you send email to your members from within the software we list your email address as the sender but route the message through our bulk email servers. These servers are specifically designed to help ensure the highest possible email delivery rate, but if a member’s email provider performs an SPF lookup and your chamber’s record does not list the ChamberMaster & GrowthZone email server as an approved sender, the message will most likely not get to the member.
 +
=====Solution: Setup the SPF Record=====
 +
The good news is that there is a quick and easy fix for this – have the company who manages your Domain Name Servers (usually your web hosting company) add ChamberMaster's email servers to your SPF Record.
 +
Free test to see if your SPF records are setup!
 +
You can easily check to see if your domain is already setup by following these 4 steps
 +
#Click on this link - [http://mxtoolbox.com/spf.aspx?command=spf http://mxtoolbox.com/spf.aspx?command=spf]
 +
#Type the domain of your email address in the box (the part after the "@") and click "SPF Record Lookup"
 +
#Compare the SPF record on file with the following example:
 +
#:If your SPF record is setup one of the records should look like this:
 +
#:[[File:SPF_Included.png|framed|none]]
 +
#If your SPF record is missing or does not contain the spf.memberzone.com listing, contact your "web or IT person" and have them update the record to include the mail servers. They need to add to your existing SPF record '''include:spf.memberzone.com'''
 +
#:*An example of a complete SPF record with the memberzone spf included would look like: '''v=spf1 mx include:spf.memberzone.com mx:yourdomain.com ~all'''
 +
#:*If you're using office 365 for email an example SPF record would look like: '''v=spf1 include:spf.protection.outlook.com include:spf.memberzone.com ~all'''
 +
 
 +
====Issues with the recipient’s mailbox====
 +
Your member’s email message box may be full, the email address may be incorrect, or it may not even exist any more.
 +
=====Solution: Contact the recipient=====
 +
Contact the specific recipient to verify the email address or let them know that their email doesn’t seem to be working properly – they may not be aware of it and you could be the "hero" who helped them not miss that important business deal because their inbox was full!
 +
 
 +
====Your domain may be "blacklisted"====
 +
To fight spam, many ISPs limit the number of emails coming from one sender in a given time period. If you exceed this limit your domain may be "blacklisted" and you will have a difficult time getting messages through to anybody.
 +
=====Solution: Contact the organization that has you blacklisted=====
 +
Contact any ISP’s which have "blacklisted" your domain and request that they add you to their list of safe senders or "white list". To see if your domain is "Blacklisted", Use the tool at the link below to determine if the domain you use for email is blacklisted by any of the major email servers. You may see some of them to return a "timed out message" – This response is normal. 
 +
http://mxtoolbox.com/blacklists.aspx
 +
 
 +
====Final thought:====
 +
Unfortunately, even if you have everything setup properly, not every email you send will get through to every member. That’s why we recommend using all the tools at your disposal to get important information to your members – email messages, website updates & banner ads, RSS feeds, "snail mail", phone calls and personal visits are all part of an effective communication plan to make sure that your members know what is happening at the chamber. The good news is that many of those tools are already available to you as ChamberMaster/GrowthZone users!
 +
 
 +
===Ideas for Developing Communication Content===
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0AK0HA">When sending communication from ChamberMaster, you will find various ways to create the content of the communication – whether email or printed letter.  </span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06J0HA">Spontaneous, individual and small group emails are often created “on-the-fly” by creating the message right at that moment in the ChamberMaster editor screen.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05J0HA">Other communication may take more preparation or commonly be created with software other than ChamberMaster.  Sometimes these pieces of communication have already been prepared in other software using a template or even created by an outside company and then provided to you by the publisher.  Examples of this communication may include monthly newsletters, weekly information email blasts or other regular communication pieces.  </span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04J0HA">In many of these cases, the development of the communication piece may be done outside of the ChamberMaster editor screen and then copied into the editor or included as a link or graphic within the email.  </span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E03J0HA">If you are comfortable with the HTML programming language, you may wish to create your own HTML code in the ChamberMaster editor.  Copying and pasting HTML code is also an option.  Click the </span><span style="font-weight: bold;">Source</span> icon in the ChamberMaster editor screen before pasting HTML code or to view and modify existing code.  </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E02J0HA">Common methods of inclusion will be shown below.  Mix and match these methods as desired to accomplish regular communication to your members.</span></div>
 +
  <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T50HA">Click the link within the email again.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01J0HA">Create and format your own output in the ChamberMaster editor</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0S50HA"><br />To turn on email links for all emails (Microsoft Outlook 2007)</span></div>
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0R50HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
+
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q50HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZJ0HA">Copy and paste from Word</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P50HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YJ0HA">Insert link to PDF file (or other file type)</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0O50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.3.jpg]]</span></div>
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0N50HA">Figure 2-14 </span></span>Preferences tab</div>
+
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M50HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Disable links and other functionality in phishing message</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XJ0HA">Save Microsoft Publisher files as a graphic file and insert into editor</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.4.jpg]]</span></div>
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K50HA">Figure 2-14 </span></span> Take check off</div>
+
  <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WJ0HA">Save PDF file as a graphic file and insert into editor</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VJ0HA">Copy and paste output from another HTML program (like Constant Contact)</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0UJ0HA">Many chambers desire to send a regular email indicating the events for the week.  Step-by-step instructions for generating this email are included for reference at the end of this document.  </span></div>
 +
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H50HA">Open the desired email and try clicking the links again.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TJ0HA">Generate and email a list of events</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0G50HA"> </span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SJ0HA">Some chambers are interested in creating their own e-newsletter using templates that are professionally provided by our partner, Constant Contact.  Find more information on this option by clicking </span><span style="font-weight: bold;">Newsletters/Email Campaigns</span> in the <span style="font-weight: bold;">Reports</span> module or by visiting <span style="color: #003366; font-size: 12pt; text-decoration: underline;">http://www.constantcontact.com/</span>.  ChamberMaster provides an <span style="font-family: Calibri; font-size: 11pt;">export or automatic synchronization to Constant Contact</span> for your convenience.</div>
  
==Viewing and Recording Communication History==
+
===Create and format your own output in the ChamberMaster/GrowthZone editor===
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0E50HA">Communication history for your members is automatically logged on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record when emails are sent.  eReferrals are automatically logged as well.  Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).</div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QJ0HA">Access the editor</span></span> and type your own communication using the features available within the ChamberMaster editor. </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0D50HA">Those with </span><span style="font-family: Calibri; font-size: 11pt;">Plus edition or greater</span> have access to the Quick Communication Application that allows communication to be viewed and recorded when not logged into the software.  <span style="font-family: Calibri; font-size: 11pt;">See the steps to install</span> this Windows only program.</div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C50HA">How to view communication history</span></span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B50HA">Record and view history using the system tray app for Windows (Quick Communication App)</span></span></div>
+
  
===View history communication history===
+
===Copy and paste from Microsoft Word===
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0640HA">Communication history can be viewed for a single member or viewed for the entire membership at once. See more on </span><span style="font-family: Calibri; font-size: 11pt;">how to create the entries in the history</span>.</div>
+
<div xmlns="http://www.w3.org/1999/xhtml">
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0540HA">View history for a single member</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OJ0HA">If your communication content is already created in Microsoft Word, you may be able to copy and paste the content directly into the ChamberMaster editor screen.  Content that works well include character formatting styles of bold, underline, and font changes.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0NJ0HA">Content that does not copy well include columns, graphics, and tables.  Documents with these items should either be recreated directly in ChamberMaster by editing the HTML source code by clicking the </span><span style="font-weight: bold;">Source</span> icon or included as a link.<span style="font-family: Calibri; font-size: 9pt;">  (see </span>“<span style="font-family: Calibri; font-size: 11pt;">Insert link to PDF file</span>”). </div>
 +
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0MJ0HA">Why do columns, graphics, and tables not copy well from Microsoft Word into ChamberMaster?  Most internet based applications such as ChamberMaster base their functions on a programming language called HTML.  Transferring data directly from programs that are not programmed in HTML may not always be successful.  If you know the HTML language, editing is allowed by clicking the </span><span style="font-weight: bold;">Source</span> icon in the ChamberMaster editor window.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0440HA">Select the desired member in the </span><span style="font-weight: bold;">Members</span> module.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LJ0HA">In Microsoft Word, open the desired content to be copied.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,650: Line 2,189:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0340HA">Click the </span><span style="font-weight: bold;">Communication</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KJ0HA">In another window, open the ChamberMaster editor screen where you desire to copy the content.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0240HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.1.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0JJ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.1.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0140HA">Figure 3-1</span></span> Viewing member communication history</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IJ0HA">Figure 12-1</span></span> – Open Microsoft Word and ChamberMaster windows</div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Z40HA">View history for all members</span></div>
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y40HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HJ0HA">In Microsoft Word, highlight the desired copy and press Ctrl-C (to copy the highlighted text.)</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0GJ0HA">You may click also click </span><span style="font-weight: bold;">Copy</span> from the <span style="font-weight: bold;">Edit</span> menu instead of pressing <span style="font-weight: bold;">Ctrl-C</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0FJ0HA"> </span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EJ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0DJ0HA">Figure 12-2</span></span> – Highlighted Microsoft Word content</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X40HA">Click </span><span style="font-weight: bold;">Member Contact Report</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CJ0HA">In the ChamberMaster window, click where you desire the content to appear.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,676: Line 2,218:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0W40HA">Select desired filters and click </span><span style="font-weight: bold;">Refresh Listing</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BJ0HA">Click the </span><span style="font-weight: bold;">Paste from Word</span> icon ([[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.3.jpg]]) in the menu bar.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0V40HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.2.jpg]]</span></div>
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AJ0HA">Copying and pasting HTML code is also an option. Click the </span><span style="font-weight: bold;">Source</span> icon in the ChamberMaster editor screen before pasting HTML code or to view and modify existing code.    </div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0U40HA">Figure 3-2</span></span> Contact Report Listing</div>
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E06I0HA">Since many users are familiar with pressing Ctrl-v to copy, you may still access the Paste from Word dialog box using this keystroke.  However, you may be asked to allow access to the clipboard.  Click Allow. </span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;">[[Image:Emails_Letters_and_Mailing_Lists-sq_bullet.jpg|7px]]<span style="font-weight: bold;"><span id="wwpID0E0T40HA">More details on available filter options – Table 3-2</span></span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05I0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.4.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0S40HA">“Display bulk mail correspondence…”:</span></span> When selected the history will include emails that were sent to multiple individuals at one time.  This would include even those that had been sent to only 2 or more individuals.</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E04I0HA">Then you may be asked if you wish to clean it before pasting?  Click </span><span style="font-weight: bold;">OK</span>. </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0R40HA">Task Categories:</span></span> Tasks are created by you; create your own Task Categories to assist in organizing your communication. Communication may be sorted and filtered by Task Categories. A staff person with Admin permissions can create these under Setup-&gt;Correspondence Categories. </div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03I0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.5.jpg]] </span></div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Q40HA"> </span></div>
+
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E02I0HA">Then you will be brought to the </span><span style="font-weight: bold;">Paste from Word</span> dialog box and may continue with the steps starting with #6.</div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0P40HA">View a entry</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E01I0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.6.jpg]]</span></div>
 +
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ZI0HA">Figure 12-3</span></span> – Paste from Word icon highlighted</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O40HA">Find the communication history using one of the ways listed above.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YI0HA">Click inside the </span><span style="font-weight: bold;">Paste from Word</span> dialog box.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,699: Line 2,242:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Hover over the Subject title of the entry that you wish to view.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XI0HA">Press Ctrl-v to paste your text.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,707: Line 2,250:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">The contents of the entry will display immediately in a pop-over window. </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WI0HA">Clear the checkboxes from </span><span style="font-weight: bold;">Ignore Font Face definitions</span> and <span style="font-weight: bold;">Remove Style definitions</span> in order to carry the fonts and styles from Microsoft Word into ChamberMaster.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0L40HA">Delete a Communication History item</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0VI0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.7.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0UI0HA">Figure 12-4</span></span> – Paste from Word dialog box</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K40HA">Find the communication history using one of the ways listed above.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TI0HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0SI0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.8.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0RI0HA">Figure 12-5</span></span> – Click OK</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J40HA">Click the title of the desired item in the </span><span style="font-weight: bold;">Subject</span> column.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QI0HA">Your formatted text will appear in the editor window.  Complete the email as desired.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PI0HA">[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_from_Microsoft_Word-Communication.1.082.9.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0OI0HA">Figure 12-6</span></span> – Completed email</div>
 +
</div>
 +
 +
===Insert link to PDF file (or other file type)===
 +
Insert link to PDF file (or other file type)
 +
Many pieces of communication are already prepared in other software using a template or even created by an outside company and then provided to you by the publisher. Examples of this communication may include monthly newsletters, weekly information email blasts or other regular communication pieces.
 +
 +
In many cases, a PDF version of the output may be provided to you by the third party or may be easily created by you. This type of file may be included as a link within your email and opened by the recipient retaining all formatting features. In fact, the PDF version may provide advantages over an embedded version (i.e. the copy and paste method) that may be appealing.
 +
 +
Links may be included to access a Microsoft Word document, Excel spreadsheet, or any type of file that would traditionally be sent as an attachment. However, keep in mind that the recipient of the email must be able to open the file on their end. If they do not have the program themselves or have a different version of your software, they may not be able to view the file you have referenced within the communication. Sending a PDF version of the file eliminates that issue of compatibility.
 +
 +
PDF (Portable Document Format) is a universal file format developed by Adobe® that preserves all the fonts, formatting, graphics, and color of any source document, regardless of the application and platform used to create it. You will find PDF a very common format which is widely used on the internet due to its platform independence.
 +
 +
Some cited benefits of including a link to a PDF version are that 1) the email size is kept small since the PDF file is not calculated as part of the email total and 2) the recipient may save and print the PDF separately from the traditional email printout creating nicer looking output on the recipients end.
 +
 +
To view PDF files you need Adobe Acrobat Reader which is downloaded free from here and is commonly loaded on most computers that access the Internet.
 +
 +
Many software programs, both for purchase and those at no charge, are available to create PDF versions from output of your most common applications. Newsletters or brochures created in Microsoft Word, Microsoft Publisher or other popular applications may all be saved in a PDF version using these PDF creation programs.
 +
 +
Once your output is in the PDF format or you have the desired attachment prepared, follow the steps below to include the document as a link within your email.
 +
 +
1.
 +
Open the ChamberMaster editor and begin to create the desired communication piece.
 +
 +
2.
 +
Click where you desire to insert the link to your document.
 +
 +
3.
 +
Click Add/Remove Attachments ()
 +
 +
FIGURE 12-7 – ChamberMaster editor ready to add attachment link
 +
 +
4.
 +
Click Upload your attachment file to the ChamberMaster server and include a link to that file in your email. See Figure 12-8 below.
 +
 +
FIGURE 12-8 Add Email Attachments
 +
 +
5.
 +
Click Continue.
 +
 +
6.
 +
Type the desired text in the Text for Attachment Link field. Then click Browse Server. See Figure 12-9 below.
 +
 +
FIGURE 12-9 – Add File Attachments
 +
 +
7.
 +
Browse to the desired file and click it to select. See Figure 12-10 below. Or you may upload a new file to the ChamberMaster server by clicking Browse, browsing to the desired file, click to select, click Open, and then click Upload. Then you may click the desired file to select it.
 +
 +
FIGURE 12-10 Browse to desired file
 +
 +
8.
 +
Click OK. See Figure 12-11 below.
 +
 +
FIGURE 12-11 The last step
 +
 +
9.
 +
The link will automatically be inserted in your document.
 +
 +
FIGURE 12-12 – Completed communication piece
 +
 +
===Save Microsoft Publisher files as a graphic file and insert into editor===
 +
Save Microsoft Publisher files as a graphic file and insert into editor
 +
If you’d like to display the content of a Microsoft Publisher file in the body of your email instead of using a link to a copy of it, there is a way to do that might be helpful to know.
 +
Inserting a Publisher doc into an Email
 +
In general the steps will be 1) save your PUB file as a GIF file in your Microsoft Publisher program and then 2) insert this GIF file using the Insert/Edit Image selection.
 +
1.
 +
Open your Microsoft Publisher file.
 +
2.
 +
Select File, Save As.
 +
3.
 +
Change the file type to GIF and click Save.
 +
If your publisher document contains multiple pages, you will need to save each page as a separate GIF file. Make sure you have selected one-sided printing by selecting that in the newsletter options. Then as you view each page, click File, Save As and select GIF.
 +
4.
 +
Then in ChamberMaster, position your cursor where the Publisher file should be displayed. (Place a couple of blank lines at the top of the document in case you want to add text at the top later on.)
 +
5.
 +
Click Insert/Edit Image.
 +
6.
 +
Browse Server.
 +
7.
 +
Click Browse.
 +
8.
 +
Find the file and click Upload.
 +
9.
 +
If you had a multiple page publisher document, you would need to upload each GIF in this same manner.
 +
10.
 +
After selecting this image, it will be displayed in the body of your email.
 +
Hint: If adding text below this image, click the image once to select it, then press the right arrow once to move past the image, then press Enter. This will allow you to begin typing new text below the image instead of accidentally deleting the image by typing your new text.
 +
Since this image may not be as clear as the original, you may also want to include a link to a PDF version of this attachment. Sending a test email to yourself is also recommended.
 +
Watch a short video of these instructions:
 +
http://www.chambermaster.com/directory/include/help/Videos/Comm/pubembed/pubembed.html
 +
 +
===Copy and paste output from another HTML program (like Constant Contact)===
 +
 +
Being an HTML editor, ChamberMaster’s editor allows copy and paste of HTML content.  Therefore it is possible to produce your communication piece in other programs, like Constant Contact, and simply copy and paste the final version into the ChamberMaster editor. Care should always be taken that the content is coming over properly but we have found it to be quite successful.  Please send yourself a copy of the email first to verify that the content and appropriate links are maintained. Here is an example using Constant Contact.
 +
 +
#Create the desired content in Constant Contact.</span></div></td>
 +
#In Constant Contact, click Preview.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_output_from_another_HTML_program-Communication.1.086.1.jpg]]
 +
#When the preview window displays, highlight the final version that displays on the screen.
 +
#Right-click and select </span><span style="font-weight: bold;">Copy</span>.</div></td>
 +
#Open a ChamberMaster editor screen with the desired recipients selected.
 +
#Right-click and select '''Paste'''.
 +
#The content will display in the ChamberMaster editor.  Some content may not appear to be displaying properly while in the editor but will display correctly when received in the editor.  Please send a sample copy to yourself to test it out first.
 +
   
 +
No guarantees or support is available for this method from ChamberMaster but it has worked successfully for a number of chambers.
 +
 +
=='''<span style="color:#800080">Integrating Constant Contact'''</span>==
 +
----
 +
 +
The ChamberMaster/GrowthZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are disabled within in a group will be removed from their respective lists.
 +
 +
 +
Constant Contact has a special pricing program for Chambers of Commerce see the details [http://www.constantcontact.com/partners/chamber here].
 +
 +
==='''<span style="color:#800080">Constant Contact- How the Sync Works '''</span>===
 +
----
 +
Representatives may be synchronized to Constant Contact automatically or manually.
 +
 +
===='''<span style="color:#800080">Nightly Synchronization'''</span>====
 +
----
 +
 +
Under the '''Association General Options and Settings'''. You can enable an automatic nightly synchronization that will occur between 1am and 6am CST. You can choose to synchronize any or all of the following:
 +
 +
*'''Automatically sync all active reps for active and courtesy members'''. If this option is enabled, each time the nightly synchronization is run, Constant Contact will remove all the contacts in its '''All Active and Courtesy Representatives from ChamberMaster/MemberZone''' list, and recreate the list with the information received from ChamberMaster/MemberZone in the nightly sync.
 +
*'''Automatically sync membership types daily'''. If this option is enabled, Constant Contact will delete all contacts in its membership type lists, and replace with contacts received from the ChamberMaster/MemberZone nightly sync.
 +
*'''Automatically sync groups daily'''. If this option is selected, all groups will be synchronized nightly to Constant Contact. You may select specific groups to be synchronized via the Group > Sync tab. When synchronization occurs, Constant Contact will (1) Remove any reps that have been disabled in the group, (2) Add any reps that have been added to the group as active group members. Groups are matched by group name. If the group does not exist in Constant Contact, it is automatically created.
 +
 +
See '''[[Communication#Enable_Constant_Contact_Synchronization|Enable Constant Contact Synchronization]]''' for further instruction on configuring your nightly synchronization.
 +
 +
===='''<span style="color:#800080">Manual Group Synchronization'''</span>====
 +
----
 +
Groups may be manually synchronized from the '''Synch''' tab, within the '''Groups''' module. 
 +
 +
When a group is manually synchronized, Constant Contact will remove all contacts in the list, and replace with the reps received from the ChamberMaster/MemberZone manual sync. Groups are matched up by name between Constant Contact & ChamberMaster. If the group doesn’t exist in Constant Contact, it is automatically created.
 +
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:'''
 +
*When Groups are synchronized to Constant Contact nightly, reps that have been deleted from the group will '''NOT''' be removed from the list in Constant Contact. Best Practice is to disable the rep from the group and not delete. If you do wish to delete the rep, disable the rep first, then after the next synchronization you may delete the rep.
 +
*Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
 +
|}
 +
 +
==='''<span style="color:#800080">Enable Constant Contact Synchronization'''</span>===
 +
----
 +
 +
You must have an active account with Constant Contact to setup and use the synchronization tool.
 +
#Login to your database with administrator privileges.
 +
#Click '''Setup''' in the left-hand menu.
 +
#Click '''General Options and Settings''' in the Association Information (or Chamber Information) area.
 +
#:[[File:CC General Settings.JPG|800px|center]]
 +
#Select ConstantContact from the Newsletter Solution drop-down box.
 +
#In the Add-On Manager area click the blue link '''Please click here to authorize the Constant Contact connection.'''
 +
#:[[File:Login to CC.JPG|400px|center]]
 +
#Follow the prompts to authorize the database with your Constant Contact account. Once you have authorized connection between ChamberMaster/MemberZone & Constant Contact '''Authorization for this application to sync contact data to your Constant Contact account has been completed.''' will be displayed.
 +
#Choose which items you would like to have automatically synchronize each night.
 +
#*'''Automatically sync groups daily'''
 +
#*'''Automatically sync membership types daily'''
 +
#*'''Automatically sync all active reps for active and courtesy members'''
 +
#:See '''[[Communication#Nightly_Synchronization|Nightly Synchronization]]''' for further information. If you do not wish to synchronize all groups, see '''[[Communication#Selecting_Which_Groups_to_Synchronize|Selecting Which Groups to Synchronize]]''' for more information.
 +
#:[[File:CC Integration Setup.JPG|800px|center]]
 +
#Click '''Save'''.
 +
 +
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:'''
 +
*When Groups are synchronized to Constant Contact nightly, reps that have been deleted from the group will '''NOT''' be removed from the list in Constant Contact. Best Practice is to disable the rep from the group and not delete.
 +
*Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
 +
|}
 +
 +
==='''<span style="color:#800080">Selecting Which Groups to Synchronize'''</span>===
 +
----
 +
 +
Once the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.
 +
'''Automatically sync groups daily''' must be enabled in the '''General Options & Settings''' to initiate nightly synchronization. See '''[[Communication#Enable_Constant_Contact_Synchronization|Enable Constant Contact Synchronization]]''' for instructions.
 +
===='''<span style="color:#800080">View & Remove Groups from the daily synchronization'''</span>====
 +
----
 +
#Select the '''Groups''' module.
 +
#At the top, select the '''Synch''' tab.
 +
#:All Groups currently set to synchronize will be displayed in a list when you first open this tab.
 +
#Uncheck any that you wish to stop Synchronizing and then click '''Save'''
 +
 +
===='''<span style="color:#800080">Set a group to start synchronizing each day'''</span>====
 +
----
 +
 +
'''Option 1 - From the Group's General tab'''
 +
#Select the '''Groups''' module.
 +
#At the top select the '''Home''' tab.
 +
#Click on the group name that you'd like to change the setting for.
 +
#Check the box to "Synch this group with Constant Contact."
 +
#:[[file:Groups_Additional_Options.png|framed|none|Additional Options for Groups]]
 +
#Click '''Save Changes'''
 +
----
 +
'''Option 2 - From the Synch tab'''
 +
#Select the '''Groups''' module.
 +
#Select the '''Synch''' tab.
 +
#:[[File:Synch Tab.JPG|600px|center]]
 +
#Uncheck '''Display groups set to synch only.'''
 +
#Check off the groups you wish to synchronize.
 +
#Click '''Save'''
 +
 +
===='''<span style="color:#800080">Manually Synchronize Group(s) to Constant Contact'''</span>====
 +
----
 +
 +
#Select '''Groups''' in the left-hand navigation panel.