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2.1 - Overview

Last updated 13/06/2023

This documentation will explain how to add and automate the sending of the Overdue Book mail merge. The Overdue Book mail merge would ideally run once a day at 2am via a job and will be sent to any members that have an overdue book of 30 plus days. Initially we will set it to run more frequently just for testing purposes.

You can either send out a mail merge using a query or a function, for this demonstration we will be doing it via a function. This is the more complex and flexible way as the mail merge is based on the logic in a function rather than just attaching a query.

The following list shows the steps involved to create the Overdue Book Mail Merge.

  • Create the Overdue Book mail merge template;
  • Code the OverdueBookAlert function;
  • Attach the OverDueBookAlert function to the Overdue Book process;
  • Attach the Overdue Book process to the Overdue Book job; and
  • Set your SMTP settings.