Tracking Found Set activities -- mail merge/email

[iz2]

Hello...I'm new to FM and have only a rudimentary grasp of scripts, etc. Is there a way to record activities to found sets?

say I have a list of clients and mail merge them a late-payment reminder -- can it be reported somewhere, automatically (and easily!), that this reminder was sent?

Or say I send a press release by bulk email, can it be reported somewhere that it was sent? (by subject, client or recipient? I have tables for each.)

Thanks!

[Fenton]

My method is to have a dedicated table for this kind of "bulk history." When you send a bulk mailing, you are sending it to a found set of people.

So this table would have the person ID, a creation date (auto-enter), and a field for the type and/or title of the letter.

The latter is going to be the same for one mailing. The way I do that is to set the value into a global, in the People table. Then Import that global into a regular Text field in the history table. Import is the fastest way to transfer a large found set from one table to another.

This table would have (really) a lot of records. So it's important to use IDs, rather than names. I even use an ID for the title of the letter. Just use a little table for letters titles and IDs.

The result would show in a portal on the person form view. I use a separate table for other correspondence, where you'd also want to save the "content" of each thing. There is no custom content in a bulk letter.

[iz2]

Thanks so much! I'll try this right now.