2024/12/29 update
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This TH30 task sends 3rd effort renewal-promotion via mail-merges to expires
Overview – the TH10 task is basically duplicated for this TH30 task – 3/8 – the membership.accbd file is used to run a query of expires which have an email address. Membership types print, pdf, and web are each selected within the query and each group of members are copied to Excel worksheets (print, pdf, and web). A mail-merge is run for each worksheet which sends each member a renewal notice.
⇓ 1. Start Task – Time-In, open files:
⇓ 2. Run/Complete Renewal-Promotion Effort:
⇓ 3. End Task – Time-Out, close files:
⇑ 1. Start Task – Time-in, open files:
Open D:\fmaatc\0-mship\treasury.xlsx
> name-hours worksheet > enter Date, Task = TH30, Time-In
⇑ 2. Run/Complete Renewal-Promotion Effort:
Use D:\fmaatc\expires\mail-merge-inst.docx
⇑ 3. End Task – Time-Out, close files:
In treasury.xls
> name-hours > enter Time-Out > save > close
☕ 🙂