A package record contains all the client-specific details for an individual report.
- Expand the Add New menu and choose Package, the package will be created under the Entity you are currently viewing
- To add a new package, you must do a business or contact search first
- Choose a Primary Recipient and additional CC recipients from the contact records displayed and click Next
- Choose a Package Template for the package being created and click Next
- Choose if you would like to link any accounts to the package (Optional). You can choose open accounts only or see all accounts open and closed as you see below
- Click Create Package
- In the Report Details section of the Package form, you can Add Client Specific Documents to the package. You can also edit the unique identifier being used for Global Document Searches and Global Folder Searches
- Press add Client-Specific Document to upload a file that will only be collated with the package you are editing
- After uploading your package-specific document click on the properties icon to edit the document title if you choose to
- Once the client-specific file is uploaded you can drag the file with your mouse up and down to set the document order as you prefer. This is the print order of your documents when the package is collated
- When you edit the unique identifier, you can choose to use fields that are already stored in SatuitCRM on the accounts form, or you can use the Add button to create a custom unique identifier. If you’re using a field that is already stored in SatuitCRM, then this field is specified in the Content Library when creating the Global Document Search or Global Folder Search
- The Delivery Details section of the package form allows you to choose the output type of the report
- The Report Delivery Address section allows you to specify the delivery address of the package. You can choose from the three addresses available on the contact record of the primary recipient
- The Report Recipients dialogue box displays the Primary Recipient along with any additional CC Recipients
- The Linked Accounts dialogue box displays all accounts that have been linked to the package