Christmas cards grouped and sorted by employees who should sign
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Your customers often have to deal with several employees of your company. The Christmas cards to the customers should be signed by these employees. In order to make the signatures as efficient as possible, the Christmas cards should be grouped according to the employees who should sign.
A keyword folder Christmas cards is created and in it a folder with the name abbreviation for each employee is created:
These abbreviations are assigned the addresses of Christmas card recipients whose Christmas card the employee is asked to sign. This happens continuously throughout the year:
Now create an Expression folder, in which all the addresses that are in a Christmas card folder are listed, sorted by sender groups per address.
ordner->select(boldid=56741).xSubordner->select(oclIsTypeOf(Ordner))
->oclAsType(Ordner).ordEintraege->asSet->select(oclIsKindOf(Adresseintrag))->oclAsType(Adresseintrag)
boldid=56741 is the internal ID of the Christmas cards folder created above. This number can be found on the properties dialog (see first picture).
The expression fetches all addresses in the abbreviated name subfolders within Christmas cards. Addresses that are in more than one subfolder appear in the list only once.
The Signatures column contains the grouped name abbreviations for the signatures:
ordner->select(parentordner.boldid=56741)->orderby(bezeichnung).bezeichnung->listToString(', ')
The remaining columns contain the address information required for a mail merge or for labels.