Select jobs
- Calendar > Send Job Confirmations/Cancellations
- Date defaults to today. Click
in the Search By pane to see all new jobs you scheduled today, or use the Search By filters to restrict the results before clicking :
Confirmation Type
Default is Confirmation.
To send cancellation notices, select Cancellation in the drop-down.
Date Type
Select a date category in the drop-down:
- Job Date – To see jobs scheduled for a specific date/range.
- Scheduled Date – Default. To see jobs entered into the calendar on a specific date/in a date range.
-
Date From/Date To
Defaults to a range from today to blank. Click
in these fields to enter a different date range (see Date Navigator).TIP: For specific date, not date range, leave one field blank
Instead of entering the same date twice when you want to search for information about a single day, enter the date in only one field and empty the other field. When you search, RB will use the same date for both fields.
-
Job No.
Restrict the search to a single job by entering its job number.
Job Type
Categories of jobs requested by clients. Default is ALL. Click
to restrict search to specific job types (see Lookup panel). Job type options are set in Lists > Jobs.Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.
Prepare results
In the results pane, check the box(es) of the job(s) you wish to send confirmations/cancellations for. Note:
- If you want to review a job, click its hyperlinked number in the Job No. column.
- If a result does not have a checkbox, the job’s ordering contact is missing an email address in their profile. Click the hyperlinked job number to edit the job’s Ordering Client pane to add their email address to their profile. See Adding contacts to RB.
Send email
- Click Send.
- In the Options popup:
- Select different options from the Form Group and Form drop-downs, if desired.
- click Show mail composer to select Yes if you want to preview and/or edit the message(s) accompanying the job notice PDF. You can also add/delete attachments to the email(s). See Emailing from RB.
- Select a different email address in the From drop-down if you don’t want to send the email from default address shown. Email addresses and the default are set in System Preferences > General > Email.
- Click OK. RB sends the email(s), makes an entry recording the email in the Notes Log of the job(s), and makes an entry in the Email Log (RB9 only).
- If an “operation successful” popup appears, click OK again.