How do you send a mass email to all Potential Vendors?

Firstly you need to make sure you have template editing rights set.  In order to do this a super user will need to go to Tools> Configuration> Business Configuration> Agency Staff and ensure the allow template editing box is selected.

The best way to achieve the email flyer is to create the flyer as a new HTML template.  Within any record or from the grid right click and select ‘Create a Letter’.

Click on the ‘New’ option and a blank template will appear -  make sure you give it a name. With the flyer artwork in an image format (jpg etc..) you can upload it to Image Manager in the template edit window.

Simply insert this image into your new template, paying attention to margins etc. and click ‘Save’.

Back at the Properties Grid, you will need to filter your grid to display the relevant records.  In this example you would set the Status filter to 'Potential Vendor'.

Once this has been achieved you can right click and select ‘Send Email’.

Select your new template from the list and it will be emailed to ALL properties in the grid results at that time.