Emailing Annual Statements
As Annual Statements contain multiple pieces of information unique to each family, the ChMS does not include an option to bulk email Annual Statements to families. However, individual Annual Statements can be emailed to families through the database using the following steps.
1
If a parishioner calls you for a statement, go to Family Explorer. Use columns to search through and filter your data as needed to locate the correct family record. Open the family record >
Reports and you have 2 PDF options:
Annual Statements - Detailed or
Annual Statement - Summarized.
2
Enter the date range for the calendar year and click
Print. The statement will be generated in PDF format and appear in the downloads folder on your computer.
3
While still in the family record click the
Send Message button.
4
When the email pop-up window appears, enter the subject (e.g. Parish Annual Statement) and a message in the body.
5
Click the
Choose Files button, browse to your downloads folder. Click on the modified data column until sorted in descending order, which will put the Annual Statement PDF file at the top of the list. Select the file.
6
Press the
Send button and you're done!
