Communicating by Email                                                             Go to Downloads >>

SmartRoster provides as a core feature the ability to email reports, reminders, and arbitrary messages and file attachments to individuals and households.

Sending Reports from SmartRoster Viewer

You can send a report directly from the SmartRoster viewer simpy by clicking the email button. This permits choice of recipient, an optional text message, and other document attachments.

Sending bulk email

You may easily send bulk adhoc email which include your own message and attachments to a list you select from individuals, households or groups in your SmartRoster file. This list can be saved with a name for easy reuse.

You can also select specific roles when selecting recipients, which allows you to send a message only to people in specific roles.

Sending Reminders

SmartRoster is able to automatically or manually (when you choose) send reminders to those people who have an email address.

In the reminders module you

1. Choose the number of days to look ahead when determining who to remind. The list will automatically show with those due in that many days from now.
2. Select the individuals to whom you wish to send a reminder. (You cannot select those without an email. These people are included in the list for your information only)
3. Customise the email message using field codes which are substituted into each individuals email message with the appropriate data
4. Click Generate to start generate the actual email messages. These are queued in the Email queue for sending. If you have AutoSend ticked then they will also be sent. If not you can review the messages - and even change them - before sending.

Automatic Reminders

By ticking the "Check for reminders.." box, SmartRoster will check for any reminders that are due in the number of days specified each time you open this SmartRoster file. If reminders are due then the Reminders dialog will display for your review and action.

Eg. for David Anstey, the above substitutes as follows: