Run
The Run menu option allows you to start the creation of either Mail Merge documents or Advent reports. This option is only used after Packages have been added to the queue for report generation in either SatuitCRM® or SatuitSIP® Investor Portal.
- If you are using a Mail Merge Document or Macro Set in your package: Make sure the SatuitCRA® utility is open and select the Run menu
- Check the box below refresh to select all reports and hit the green Run button
- Use the refresh button to populate the Mail Merge documents or Macro Sets that have been added to the queue in SatuitCRM® or SatuitSIP® Investor Portal
- Use the delete button to delete Mail Merge and Macro Set entries that have already finished running
- You can also filter the document entries by status (e.g., Not Started, In Progress, and Completed) or by Rep Name