Send Note by E-Mail
This form enables you to send notifications from PANTHEON reports by e-mail or SMS messages. The notification recipients are selected according to the criteria defined on the report.
Available on selected reports by clicking the Send Notice by E-Mail button.
Listed are potential recipients of the notice, who fit the criteria defined on the report, and their contact information.
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Selected
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By checking the checkboxes, select the recipients of the notice.
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Subject
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This field contains the name of the recipient of the notice. The data is copied from the Subjects register, from the ID field.
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E-Mail
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This field contains the e-mail address of the subject, to which the notice will be sent.
The data is copied from the Subjects register according to the setting: Select E-Mail Addresses.
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Mobile Phone
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This field contains the phone number of the subject, to which the notice will be sent.
The data is copied from the Subjects register, according to the setting: Select E-Mail Addresses.
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WARNING
The settings of general contact information of a subject can be edited on the General panel in the Subjects register.
The subject's contact data can be edited by clicking the person on the subject's contacts list.
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The toolbar enables editing and sending notices.
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Send
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Button for sending e-mail.
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Buttons for editing message:
Paste, Cut, Copy, Select All.
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Tools for editing font.
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Tools for editing text form.
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In this section, the contents of the notice are, or can be written.
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Sender
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In this field, the sender's e-mail is shown. The default value can be set in the Administration Panel in Settings | Internet.
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Full Name
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This field is filled in with the name and surname of the sender. The default value can be set in the Administration Panel in Settings | Internet.
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Subject
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Into this field, enter the subject of the notice. You can select it in the Templates field.
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Specification Text
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The text of the notice. You can select it in the Templates field.
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In this section, select the source of data for e-mails and phone numbers of subjects.
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Use
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On the list, sources of data for e-mail addresses and phone numbers of subjects, which will be used for sending notices, are shown. The sources are located in the Subjects register.
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Exclude Duplicates
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Check the checkbox if you want the program to enable excluding duplicates of e-mail addresses or phone numbers and make sure the same addresses/numbers do not repeat.
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Available
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Listed are sources of data available for e-mail and phone numbers of subjects, but are currently not being used for sending the message. The sources are located in the Subjects register.
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Only First Found
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Check this checkbox if you want the program to only suggest the first found address/number for sending the notice.
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Clicking the button transfers the selected address/number from the Use list to the Available list.
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Clicking the button transfers all addresses/numbers from the Use list to the Available list.
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Clicking the button transfers the selected address/number from the Available list back to the Use list.
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Clicking the button transfers all addresses/numbers from the Available list back to the Use list.
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In this section, you can edit the settings and send the SMS message.
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Include specification by documents in Email body
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Check the checkbox if you want to add a PANTHEON report in PDF format to the e-mail notice as an attachment.
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Carbon Copy
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Into this field, you can enter e-mail addresses of the recipients of a carbon copy of the notice. The recipients must be separated by a semicolon.
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BCC
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Into this field, you can enter e-mail addresses of the recipients of a hidden carbon copy of the notice. The recipients of the hidden copy will be hidden from the other recipients. The addresses must be separated by a semicolon.
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Export Type:
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With the checkbox, select between the standardized formats of report export:
- XBRL – »eXtensible Business Reporting Language«
- eIOP - electronic report of open lines
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Cancel
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Clicking the button cancels the sending of the notice.
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Send SMS
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Clicking the button sends an SMS message to the selected subjects.
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In the Templates field, you can choose between preprepared notice templates.
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Template
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From the drop-down list, you can select a saved notice template. Double-clicking the field opens a E-Mail and SMS Templates form for creating and editing templates.
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