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...