41.3 Mailers - Edit

This topic describes the systematic instruction to Mailers - Edit function.

This function enables the System Administrator to edit the mailer details.

Note:

This option is available only for Mailers, which have status as Scheduled (future dated).

To edit or update a mailer details:

1. Navigate to one of the above paths.
   The Mailers screen appears.
2. Enter the search criteria, click Search.
   The search results appear on the Mailers screen.
3. In the Mailer - Search Results section, click the Mailer Code link of the record for which you want to view the details.
   The search results appear on the Mailers - View screen appears.
4. Perform anyone of the following actions:
   • Click Edit to edit the mailer. The Mailers - Edit screen appears.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.

   Figure 41-5 Mailers - Edit

   
   

   
   Description of "Figure 41-5 Mailers - Edit"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 41-4 Mailers - Edit - Field Description

   Field Name	Description
   Edit
   Mailer Code	The unique key to identify the mailer. This field is not editable.
   Mailer Description	The description of the mailer corresponding to mailer code.
   Send Date	The desired date and time for sending the mailer.
   Expiry Date	The date and time on which the mailer will expire.
   Priority	The priority of the mailer. The options are: Low Medium High
   Mail	The following section displays the list supported languages in which Mailers can be maintain.
   Language	Choose the preferred language in which mailer is to be defined. Drill down to add details of the mailer.
   Mail
   Subject	The subject of the mailer.
   Mail Body	The content for the mail body of the mailer.
   Recipients
   Send To	The recipients of the mailer. The options are: All Corporate Users All Bank Administrator All Retail Users Segmented Users Non-Segmented Users List of User ID: This field is enabled, if you click the Add List of User ID button. List of PartyID: This field is enabled, if you click the Add List of Party ID button.

5. View the defined values for fields, in an editable form.
6. Modify the required details.
7. Perform anyone of the following actions:
   • Click Save to update the changes.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
8. Perform anyone of the following actions:
   • The Review screen appears. Verify the details, and click Confirm.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.

   The success message of mailer update appears along with the transaction reference number.

9. Click OK to complete the transaction.