The Communication Toolbox allows you to select an action, action list, event, or note to add to ID Numbers retrieved by the query.

Action

Action List

Events

Note

Query

Default Values for New Items

1.         Select the users to be updated.

·       Use the InfoMaker query automatically provided or customize it to select specific users and click the Load button.

To customize the query, click the Customize button. From InfoMaker make your updates. Ensure the Mass Add query only contains the ID_NUM column in the SELECT statement. When you have completed your updates, choose File > Save As and save your query with a unique name.

or

·       In the top right panel, right-click and select Add Row. A new row appears where you can enter the individual ID number of the user to be updated. If the ID Number is unknown, right-click and select Advanced Search. Repeat this step as many times as needed.

2.         From the left-hand panel, choose an action, action list, or event to be added to the notepad of all selected users and then drag and drop it into the sub-panel area.

To view a full list of the available actions, action lists, or events, click the button.

To customize an action, action list, or event before adding it to the mass add process, select the appropriate action, action list, or event and click the Customize Item button. The Add Action window appears where you can tailor the item.

 

3.         Click the OK button. The action, action list, or event is added to the notepad of all the users you added and/or that were identified in the query.

1.         Click the button and expand the actions available.

2.         Select the action to be customized.

3.         Click the Customize Item button. The Add Action window appears.

4.         Enter or update the appropriate details.

5.         Click the OK button. The Add Action window closes and the selected action is updated and immediately added to the selected users.

1.         Click the button and expand the action lists available.

2.         Select the action list to be customized.

3.         Click the Customize Item button. The Action List window appears.

4.         Enter or update the appropriate details.

5.         Click the OK button. The Action List window closes and the selected action list is updated and immediately added to the selected users.

1.         Click the button and expand the events available.

2.         Select the  event to be customized.

3.         Click the Customize Item button. The Event List window appears.

4.         Enter or update the appropriate details.

5.         Click the OK button. The Event List window closes and the selected event is updated and immediately added to the selected users.

The Original is a basic template that can be modified to produce other queries.

1.    Select the Original query.

2.    Click the Customize button to access InfoMaker.

The Mass Add query should only contain the ID_NUM column in the SELECT statement.

3.    Make the necessary changes to the query. The Mass Add query should only contain the ID_NUM column in the SELECT statement.

4.    Choose File > Save As in the Design mode of InfoMaker. In naming the customized query, use the original name with additional text to identify it.