Toolkit

The Toolkit in this module provides these functions:

Function

Result

Change Contact Info for Filterset

Updates the contact info on all filtered records based on a new property id.

Change Mailing Info for Filterset

Updates the mailing info on all filtered records based on a new property id.

Notification Update for Filterset

Changes the Notification Status and Status Date of all records in your current filter.

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 the contact for each record in the filterset

How to

Run a toolkit function

  1. Click the button in the module toolbar. The following window will appear:

    Backflow Toolkit

  2. Highlight one of the toolkit functions and click  

    Change Contact info for the Filterset

    Change Mailing Info for Filterset

    Notification Update for Filterset

    Send Email Notification for Current Record of Filterset

See Also

Backflow Inventory

Backflow Inventory Header Data

Attributes Tab

Owner Info Tab

Mailing Info Tab

Location Details Tab

Construction Tab

Testing Tab

Notices Tab

Tracking Tab

WO/PM/Requests

Custom and Comments

Notifications