Viewing mail merge log report
Menu paths
- Modules ? HRM ? Reports ? Miscellaneous ? Log: Mail merge
- Modules ? Customers ? Reports ? Opportunity management ? Batch create - Log
- Modules ? Financial ? Reports ? Excel ? Log - Mail merge
- Modules ? Marketing ? Reports ? Customers ? Log - Mail merge
Introduction
On this page, you can view a log report that displays the status of the mail merges created for the people by defining one or more of the following criteria.
Roles and rights
To view the mail merge log report, one of the following function rights is required:
- Function right 160 – Allows mail merge from resource search. By default, users with the General manager, HR, or HR assistant role have this function right.
- Function right 200 – Allows to export account data from search results. By default, users with the Marketing manager role have this function right.
- Function right 490 – Allows to do batch update of items. By default, users with the Item management role have this function right.
- Function right 423 – Allows to transfer accounts and responsibilities of accounts to a new reseller, account managers, workflow of reseller contact persons, and in case the reseller is used as invoice debtor changing the invoice debtor, before deactivation. By default, users with the Reseller manager role have this function right.
- Function right 566 – Cleanup not validated accounts. By default, users with the Customer manager role have this function right.
- Function right 612 – Allow to reset background job which failed unexpectedly. By default, users with the Administrator role have this function right.
If you have the CRM license role, you will not be able to view the log report even if you have the respective function rights because a CRM user will not be able to access the Marketing or HRM module.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the mail merge log report?
- Type or select an ID at Creator under the Criteria section to view the mail merges created by the selected person.
- Define the rest of the fields.
- Click Show.
Buttons
Close
Click this to exit.
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Fields
Criteria section
Creator
Type or select an ID to display the log report with mail merges created by the selected person. Once you have selected a person, you can view the details of the person by clicking the name of the person displayed next to the box. For more information, see Viewing personal cards.
Subject
Type or select a subject to display the log report with the selected subject.
Note: This is not available when viewing the report at Modules ? Customers ? Reports ? Opportunity management ? Batch create - Log.
Person
Type or select an ID to display the log report with mail merges created for the selected person. Once you have selected a person, you can view the details of the person by clicking the name of the person displayed next to the box. For more information, see Viewing personal cards.
Account
Type or select the account to display the log report with mail merges created for the selected account. Once you have selected an account, you can view the details of the account by clicking the name of the account displayed next to the box. For more information, see Viewing company account cards.
Date (Created)
Type or select a date or range of dates to display the log report with mail merges created within the specified date range.
Status
Select the Completed, Error, Open, and/or Running check boxes to view the mail merges with the selected status.
Division
Type or select the division code to display the log report for the selected division.
Note: This is available only when viewing the report at Modules ? Customers ? Reports ? Opportunity management ? Batch create - Log.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
14.954.436 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
03-08-2017 |
Release: |
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Attachment: |
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Disclaimer |