Custom Lists and Mail Merges

We have witnessed an explosion in the number of “custom lists” being built every day as coordinators uncover more and more uses for the Host, Student and Placement Custom List screens.

Custom lists are like a BYO reporting system on steroids and it’s great to see building their own perfect lists with just the right criteria and some very funny names to ensure they are recognisable. We see anything from “Tom’s Great Placements” to “Trouble is Brewing” to the more mundane like “2013 Term 4 Work Experience Placements for Followup. The sky is the limit.

One function that is dynamite from all the custom lists, however and could almost be the most important, yet subtle, feature in the entire app is the Mail Merge link at the top right of the custom list screens. Clicking this link allows you to bulk mail merge your documents to match the records shown on screen. This allows you to ad-hoc bulk merge just about anything using the exact criteria you need.

Coupled with the Excel Export function that gives you access to the raw data, there’s not much you can’t do really quickly with your student, host and placement information.

Pathways  Custom List Screen for Work Experience Listings

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November 12, 2013 Tags: , , , ,