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...

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...

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

You're right, doing global change on canvassers/solicitors is awkward as other canvassers with the same features can be affected. We usually add a new canvasser with the correct details (via Global Add), and then delete the wrong one (via Global Change). The only problem you might have is if the...