Toolkit

The Toolkit in this module provides these functions:

Function

Result

Send Email Notification for Current Record

Sends an Email notification to the contact for the current record.

Send Email Notification for Filterset

Sends an email notification to all the contacts for the current filterset.

How To Run a Toolkit Function

  1. Before running any tool that affects a filterset, create a filter for the records that should be updated.
  2. Click the button in the module toolbar. The following window will appear:

    toolkit

  3. Highlight one of the toolkit functions and click  

Send Email Notification for Current Record

Send Owner Email Notification for Filterset