41.1 Mailers - Search and View

This topic describes the information about Mailers - Search and View option. Using Mailers – search option, System Administrators can search and view the list of mailers created in the application.

System Administrator enters the mailer code or mailer description to search the user, however blank search is also allowed.

The information will be displayed sorted by Date of creation.

To search the mailer:

1. Navigate to one of the above paths.

   The Mailers screen appears.

2. Perform anyone of the following actions:
   • In the Mailer Code field, enter the mailer code to view the mailer details.
   • In the Mailer Description field, enter the mailer description to view the mailer details.
3. Click Search.
   Perform anyone of the following actions:

   • The search results appear on the Mailers screen.
   • Click Clear if you want to reset the search parameters.
   • Click Cancel to cancel the transaction.

   Figure 41-2 Mailers - Search

   
   

   
   Description of "Figure 41-2 Mailers - Search"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 41-1 Mailers - Search - Field Description

   Field Name	Description
   Mailer Code	The unique key to identify the mailer.
   Mailer Description	The description of the mailer corresponding to mailer code.
   Search Results	Information specified in below fields are related to search results.
   Mailer Code	The mailer code.
   Mailer Description	The description of the mailer corresponding to mailer code.
   Date Created	The date on which the mailer was created.
   Send Date	The date on which mailer is sent.
   Status	The status of the mailer - viz., scheduled, sent and expired.

To view the mailer details:

1. Navigate to one of the above paths.

   The Mailers screen appears.

2. 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.

   Figure 41-3 Mailer - View

   
   

   
   Description of "Figure 41-3 Mailer - View"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 41-2 Mailer - View - Field Description

   Field Name	Description
   Mail	Information specified in below fields are related to mail.
   Mailer Code	The unique key to identify the mailer.
   Mailer Description	The description of the mailer corresponding to the mailer code.
   Send Date	The date and time on which the mailer was sent.
   Expiry Date	The date and time on which the mailer will expire and will stop appearing in user’s mailbox.
   Send Time	The time on which the mailer was sent.
   Priority	The priority of the mailer. The options can be: Low Medium High
   Subject	The subject of the mailer.
   Mail Body	The content of the main body of the mailer.
   Recipients	Information specified in below fields are related to recipients.
   Send To	The recipients of the mailer. The recipients can be: All Corporate Users All Bank Administrator All Retail Users Segmented Users Non-Segmented Users User IDs PartyIDs

3. Perform anyone of the following actions:
   • Click Edit to edit the mailer.
   • Click Delete the delete the mailer.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.

   Note:

   The Edit and Delete option is available only for Mailers that have a status as Scheduled.