<< Click to Display Table of Contents >> Navigation:  Funds > Mailing

The Mailing function is part of the Funds module and is started through menu Administration> Funds.

 

As a result of an action, a capital call or a distribution notice, e-mails can be created for a fund, addressing all participants involved.

 

Tab page Settings

Fund

Select the Fund and if required a specific Capital call or Distribution notice.

 

Call/Notice

If required select a specific Capital call or Distribution notice.

 

Cc Internal

One or more e-mail addresses can be added. Use a semicolon to separate the addresses.
These e-mail addresses will be added to the e-mail together with the 'Cc addresses' filled in at the investor.

 

Bcc Internal
One or more e-mail addresses can be added. Use a semicolon to separate the addresses.
 

Subject

By default the subject is filled with the description of the selected call/notice but this can be manually altered.

 

Body text
Use the prompt button to create a body text for the e-mail.

Body texts can be saved and edited for future usage.

 

Attachments
If desired, file(s) can be selected to be attached.

 

Attach fund mailing report
A custom report can be added as an attachment.

This report will be based on the Fund mailing report template that is linked to the fund.
Templates are custom made. Please contact the Millogic helpdesk when a template is needed.

 

Send e-mail direct

Emails are sent directly from the local client server.
To use this option the setting Local client: use outlook driver must be checked.
 

Tab page Recipients

On the Recipients screen all participants of the selected fund are shown.

 

Participants active on the date of the selected call or notice will be selected by default.

Participants that were not active will not be selected automatically, but can be included if needed.

 

To

By default the 'To Addresses' at the investor tab page Mailing is used, if left blank the field 'E-mail address' at investor tab page General is used.

 

Cc

These e-mail addresses consist of the 'Cc Addresses' filled in at the investor tab page mailing and the addresses filled in at the field Cc Internal.

 

Participants without an e-mail address cannot be selected.

Missing e-mail addresses can be added at the investor.

 

<Send>

With this button the e-mail messages will be created one by one.
The e-mails are not sent automatically.

Every e-mail can manually be modified, saved as a draft in the e-mail provider, deleted and /or sent to the addressee.

 

<View example>

If the option View example is selected only one e-mail will be created as an example.

This example can be used to check if the result is satisfactory