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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Sending Email Communication via Reports

  • Updated:

There are three email preferences (Courtesy Notices, Critical Announcements, and Upcoming Events) that tie to the choices for the Communication Type when you need to use the Communicate button in Reports.    

 

 

Instructions

  1. Set user email preferences
  2. Navigate to the Reports tab
    reports
  3. Select the User/Roster Reports tab and select a report and click to generate
    people finder report
  4. Click on the toolbar's Communicate (two people) icon
    communicate
  5. Use the drop-down Communication Type menu to select the most appropriate type
    communication type
    • Note: You can only select one Communication Type per report.
  6. Fill out the rest of the Email fields
    email fields
    • Sending Address: The email address the mass email will send from
    • Communication Type: Select the most appropriate communication type
    • Email Template: Select a template for the email
    • Recipient(s): Enter users' email addresses
    • CC: Carbon-copy users to the email
    • Subject: Subject heading for the email
    • Add Attachment: Drag-and-drop files into the field
    • Message: Content of the email
  7. Click Send on the bottom-left of the page
    send

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