notifier:multi_notice

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notifier:multi_notice [2015/11/11 20:54 UTC] – created mwolfenotifier:multi_notice [2015/11/11 21:05 UTC] (current) mwolfe
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 For this example, we will print a letter for five properties that appear to be rental units operating without a rental license. For this example, we will print a letter for five properties that appear to be rental units operating without a rental license.
   - Open the [[Contacts form]]   - Open the [[Contacts form]]
-  - Click the button [[Clear Selected]] to clear the Select flag from all contacts +  - Choose the five contacts by name and address 
-    //Note the "Selected" count goes to 0// +    - Click the button [[Clear Selected]] to clear the Select flag from all contacts 
-  - Search for owners named "Smith" +      //Note the "Selected" count goes to 0// 
-    - Click on the triangle to the right of the Last Name header in the bottom half of the form +    - Search for owners named "Smith" 
-    - Choose "Text Filters >" +      - Click on the triangle to the right of the Last Name header in the bottom half of the form 
-    - Choose "Equals..." +      - Choose "Text Filters >" 
-    - Enter "Smith" +      - Choose "Equals..." 
-    - Click [OK] +      - Enter "Smith" 
-  - Click the checkbox to the left of the first search result  +      - Click [OK] 
-    //Note the "Selected" count goes to 1// +    - Click the checkbox to the left of the first search result  
-  - Click the checkbox next to the second search result +      //Note the "Selected" count goes to 1// 
-    //Note the "Selected" count goes to 2// +    - Click the checkbox next to the second search result 
-  - Search for properties on Terrace St +      //Note the "Selected" count goes to 2// 
-    - Click on the triangle to the right of the Last Name header +    - Search for properties on Terrace St 
-    - Choose "Clear filter from Last Name" +      - Click on the triangle to the right of the Last Name header 
-    - Click on the triangle to the right of the Address Line 2 header +      - Choose "Clear filter from Last Name" 
-    - Choose "Text Filters >" +      - Click on the triangle to the right of the Address Line 2 header 
-    - Choose "Contains..." +      - Choose "Text Filters >" 
-    - Enter "Terrace St" +      - Choose "Contains..." 
-    - Click [OK] +      - Enter "Terrace St" 
-  - Click the checkbox next to the first three search results +      - Click [OK] 
-    - //Note the "Selected" count increases to 3, then 4, then 5// +    - Click the checkbox next to the first three search results 
-  - +      - //Note the "Selected" count increases to 3, then 4, then 5// 
 +  - Click [Create Notice] to open the [[Create Notice form]] 
 +    - From the "Template" dropdown, choose "Rental Without License" 
 +    - Click [OK] to create the notice and open the [[Notice Detail form]] 
 +  - Click on the "Addressees" tab 
 +    * //Note the five addressees we added earlier are shown on this form// 
 +  - Click [Print Notice] to generate the [[Notice Report]] 
 +    - Click on the [Print] button in the "Print Preview" ribbon at the top left part of the screen to print a hard-copy of the notice 
 +    - Fold the letters in thirds and place in double window envelopes for mailing
  • notifier/multi_notice.1447275262.txt.gz
  • Last modified: 2015/11/11 20:54 UTC
  • by mwolfe