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Table of Contents
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 ‘Scheduled‘ Activity 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.