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| 1. | Go to Tools > Communication Center. |
| 2. | Select the email you would like to attach the customer statement to by highlighting it in yellow. |
| 3. | From the drop down menu next for 'Attachments' select the type of statement you would like to include. Standard statements are most commonly used; you may also select Detailed Statement for more detail or Summary Statement to include less detail. Be sure to click the blue paper clip icon to attach the document. |
| 4. | When you click the paper clip icon, text will appear in the body of the email. It will be in the form of a web address in square brackets. Do not edit this text. The recipients will not see this text, but they will receive the statement attachment. The text you see will look like this: |
[#http://secure.thriva.com/ReportCenter/CustomerStatements.aspx?type=middle1&account=<<Account_IDAccount>>#]
ADVANCED - How to limit a customer statement to a certain season
| 1. | First, go to Settings > Program Setup > Seasons. |
| 2. | Click on the Season you want to limit the detail statement to, and write down the ID # (located to the right of where it says Season Name). |
| 3. | Return to the Communications Center and click on the email you are sending to edit the text. |
| 4. | Update the text to include the ID#: The final text should read: [#http://secure.thriva.com/ReportCenter/CustomerStatements.aspx?type=middle1&account=<<Account_IDAccount>>&RestrictSeasonsTo=1399#] |
Note: The number 1399 is only used as an example; replace this number with the Season ID Number you retrieved from the Seasons tab).
5. Click 'Save'.
Relevant Links
How to create a mass email
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