I wonder if someone can help? I would like to attach mail to a constituent record in the actions section. This letter has already been sent out to a large group and is stored on my computer. Does anyone know how I can transfer this onto a group of constituents? Many thanks Orla.

Hi Audrey, The easiest way to accomplish your goal is to continue generating the letters through Follow Up Letters in Mail and on the General tab choose the option in the lower left corner to Create Action output query. This tool will create an Action query that groups the actions for which you have...

Hi Matthew, The easiest way to add the same action information to a large number of records would be to do the following: 1. From the Administration page, select Global Add, Action 2. Point to the query or group of records that were sent the mailing (or whatever action that you are adding), using the...

Hi folks, Thanks in advance for any help you can provide. Up until this point, our foundation has not used the action tab much. As we move forward, I'd like to incorporate the use of this tab into our operations more, so that we have a better idea of our contact points with donors. My question is...