Email Families You Choose from Aged Account Report Results

Here’s your scenario: You pull your Aged Account Report. As you look over your results, you think, “Wow, I’d really like to email those whose account totals more than $100.”

Did you know that now you can?

How awesome is that? And what’s even better is that you can do it directly from the report you’re looking at in Jackrabbit!

It’s true. You now have the option to email all, or select individual families and send emails from the results of running your Aged Account Report.

You’ll see your email editor open up with prefilled recipients. Statements or other data is not attached or sent. After the email opens, you can simply write a quick reminder to the families that you select, that their account needs attention.

AgedAccountsReport_02162017

Remember that all multi-recipient emails from Jackrabbit are always BCC’s. There is never a concern that any recipient can see the other recipients of the email.

You can use email templates provided in Jackrabbit to create visually appealing and effective reminder emails.

AgedAcctemailtemp

In sending an email to multiple recipients, it’s best to tailor your email to be more general in tone, and not address details of a specific account, unless you choose to send emails to individual families.

It is possible to send emails to individuals from the Aged Account Report results by selecting each family from the right-hand-side check box and sending a separate email to each. This is time-consuming and sort of defeats the purpose of this feature – which is to make sending a reminder email as simple and quick as possible.

By the way, if you like this new feature, you may have more to like in the near future. We have other reports that will have emailing options available in report results in the future. Keep your ears open for more on this.

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