Action Group Maintenance

A place to share your useful hints for getting the most from Proclaim, be it as a user or an administrator.

Example maths items are best placed in the "Example Proclaim Maths" topic.
revellbikes
Posts: 487
Joined: Fri Jun 15, 2012 12:44 pm
Has thanked: 16 times
Been thanked: 51 times

Action Group Maintenance

Post by revellbikes »

A quick how not to do article on Action Group Maintenance, so people don't make the same mistake I did.

It is often necessary to filter out old letters no longer used by a business.

The easiest and safest way is usually to setup two groups, one for letters still in use and one for letters no longer in use.

My groups were called

- All Letters
- not in use

Please for the love of God, don't spend hours adding your letters to a group called "All Letters".

This is essentially a reserved phrase within Proclaim action group maintenance, there should really be a blocker on it.

All letters is already in use when you select the search function within send letter, the drop down you get presented with always starts with "All Letters". So if you do what I did and set a group up with this name, it does no filtering for you what so ever.

Lesson learnt.