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Request the send of a publication

  • Select Contacts > New Activity.
  • Fill in:
    • Activity Type: Send a Publication.
    • With Contact: person in CiviCRM who has requested the publication – the publication will be sent according the email or snail mail address of this Individual. If the person is not yet in CiviCRM, then use New Individual to create them.
    • Assigned to: person is CiviCRM who will actually send the publication.
    • Subject: Blank
    • Activity Status: Scheduled.
    • Details: of any special requirements.
    • Publication: Publication (Pick the publication from drop down list)
    • Quantity: Numbers of publication you are sending
    • Total Amount: 00 or 0,000.00
    • Payment Method: pick one payment method
  • Select Save.

Sending a publication

  • Choose Publications to be sent in Dashlets Column.
  • Click Send a Publication from ‘ScheduledActivity Status in red font.
  • Edit:
    • Activity Status: From Scheduled to Completed Scheduled 
    • Details: dd-mm-yyyy sent date if it is different from the requested date, postal tracking no, discount or any notes – . Any other details.
  • Select Save. (If you refresh Dashboard Data. the publication you have just sent dissapear from the scheduled list and appear in Publication sent recently list.