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The CMA application has been updated to include two new grid views available to users with the appropriate roles. These grids allow a user to manage, at a bulk level, the notification types (Statement, etc) linked to physical mailing addresses and email addresses. Use Case A Club wants to view all members who have Statement notifications linked to a physical or email address. The Club would also like to export a list of addresses or emails that are not configured for any notification types so additional research can be performed, and information can be gathered. |
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The current grid view will be exported to Excel.
Multi Edit
Just like any other Grid, the Addresses and Emails Grids can be edited in bulk via the Multi Edit function.
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1) On the Addresses Grid, filter the grid to only show the Statement Notification Type.
2) Hold CTRL to select multiple members from the grid. Right click and select Multi Edit.
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Other than step 3, please repeat the same steps as above on the Emails Grid to configure these members for an emailed statement.
On step 3, check the Specify a Value field within the Is Selected column to designate that the selected email addresses are selected for Statement Notification.
Best Practices
- Utilize Utilize the Multi Edit function to save time and make edits to multiple records at the same time.
Apply filters to help identify/review/clean up data in the database (quickly identify blank records, records within certain ranges, etc).
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