Advisor Email Data
Each time we send out advisor emails, you will want to include information on which bills were selected and which bill summaries we have released live. This information can easily be obtained through two queries:- Advisor Email Selection - This will return all bills selected between the dates inputted when opening the query.
- Advisor Email Summary - This will return all bills that had summaries released during the dates inputted when opening the query.
Each time you open either of these queries, you will be prompted with the following two questions:
- "Begin Date" - When do you want to the search to start from (usually the last time advisor emails were sent out)
- "End Date" - When do you want the search to stop on (usually the date that you are sending out the advisor emails)
Once the Begin and End dates are inputted, you will be provided with the bill information needed to send to advisors. You can further drill into the data you need by filtering the "State" column.
Lastly, copy and paste the information from Access to a blank Excel spreadsheet so that you can attach it to your emails to your advisor.
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