Batch E-mail -- saving the filter

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Q: For Batch E-mailing in the new version 9.1 (e.g. through Reports / Reservation E-mail list and Batch E-mailing), it would really help to be able to save a filter. You spend 5 minutes getting the filter correct for a large batch, but then need to check something else before sending. When you come back you've lost it and have to start again.

 

A: We're hesitant to make it save the filter on the standard reports -- that usually leads to problems when people forget what they filtered last month and don't understand why it's not showing what they want (which could be especially disastrous if it results in a large batch of E-mails being sent to the wrong customers).  If you have some filtering that you use often then you may want to set up a Query with that filter.  The Quick-filter function makes that easy -- see the example here:

http://campgroundmaster.com/news/queryforarrivalsfilteredby.html

 

Then you can open the Query and right-click on it any time to use Print or E-mail for all shown reservations / Reservation E-mail list (Print/E-mail).

 

 


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