Bulk Communications ‘By Person’ in ParcVu Desktop

Last updated 10 days ago

Bulk Communications are Now Available in ParcVu Online!

This function is now available in ParcVu Online! For the best user experience, we recommend switching to ParcVu Online to ensure you always have access to the latest features. Find out more about Bulk Communications in ParcVu Online here: Bulk Communications in ParcVu Online

Continue in ParcVu Desktop

To access this functionality, the user will need the Allow into Bulk Communications permission

From the Main Menu, select Bulk Communications – ‘By Person’. The ‘Find People’ screen will then be displayed. This screen can be used to send communications to Prospects.

Any of the yellow highlighted search fields can be used to find the required Person(s) and the search can be further filtered using the ‘Radio’ buttons.

The ‘Method of Communication’ filters are located at the bottom of the grid and should only be selected once the initial Find>> has returned results as the initial Find>> will always default these filters to ‘All’

By default, the initial ‘Find’ will only include accounts where the ‘Accepts Marketing’ flag is set on the account, if the communication is required to be sent to All Accounts then the filter should be set to ‘ALL’ and then click Find>> again