[quote user="BS"] Could somebody please tell me if there is a way to link many constituents to one action? It would make our lives a LOT easier. [/quote] Haven't tried to go at it that way: Action to Constituents. But I know you can do Constit to Action. if you have the constituents in...

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...

Here are the most popular Forums posts as well as unanswered posts from last week: Most Popular Topics: How to exclude organizations from Reports or queries What are the Pro's and Con's in adding spouses as constituents? from query to Global Add Can't login.... posting payroll deduction gifts...

Here are the most popular Forums posts as well as unanswered posts from last week: Most Popular Topics: Data Entry Volume Importing Addresses from query to Global Add Unanswered Posts: Including package attributes in Ack letters How do you code auction winners?

I run the query to get a group that fits a certain criteria. Then it's exported to excel and passed around the office for additions/deletions. Then I need to globally add the appeal/attribute/whatever. But I can't simply use the query I started with because of the additions/deletions. Sometimes...

How can I define rule and add globally addressee/salutation in the following conditions: Condition 1 : Donation was recorded in an individual’s name say Mr. Stephen Khan. He is married which also specify in RE and his spouse name is also appearing under relationship. On addressee/salutation how can system...

Hi Sarah, If you are not able to find out about the RE automatically creating an action, for your thank you letters, can you use the global add feature to have the action to go onto all the records that are receiving those specific thank letters? You can create a simple query that contains the ids of...

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...

Matthew, The easiest way to batch actions is a global add. We use for our newsletter and annual reports that go out to over 8,000 constituants. We use them for event mailings and smaller mailings as well, our cut off being if you have to add the same action to more than five people, use a global add...

I successful globally added an appeal to selected records with admin>globally add but what is the difference between global add and change? can they be used interchangeably? they seem to do the same thing? also, I only have global add (not change) option in Admin - is that right? thanks