Sending a Crew Call to Contacts

• Overview
• Generating a PDF Report
• Using the "Send Email to Selected Contacts" Option
• Modifying the "Crew Call Email Template"

Overview

There are several ways to send a Crew Call to a contact. Flex has an embedded "Send Email to Selected Contacts" feature from the Crew Call, which will send an email with details about the Crew Call. Additionally, you can directly export a PDF, Word, or Excel copy of a Crew Call to your computer to print or email to a contact.

Generating a PDF Report

1. Open the Crew Call for which you want to generate a PDF.
2. Find the Reports section in the Workbench Menu.
3. Click the report that you want to generate. An options window will appear.
4. Choose the options for that report (typically Report Format, Paper Size, and Page Orientation). 
5. Click GENERATE REPORT.

The report will be saved to your computer.

Using the "Send Email to Selected Contacts" Option

1. Open the Crew Call that you want to send.
2. Check the box of the line item for any contact to which you want to send an email.
3. Click Send Email to Selected Contacts in the Workbench Menu.
4. Review the email template and make any changes if necessary.
5. Click SEND EMAIL. 

This will send an email to any selected contacts containing the following information:

• Crew Call Name
• Account Manager (with phone and email information)
• Client
• Venue
• Call Time Details (in and out time, labor role, production tasks, etc.)

Modifying the "Crew Call Email Template"

1. On the Projects menu, click E-Mail Templates.
2. Double-click the Crew Call Email Template.
3. Make edits to the template.
4. Click UPDATE.