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The ACS Special Mailings module gives you multiple options for working with mailing groups.

You can add, copy, or move individuals and organizations from one group to another either individually or en masse.

 To add a group of records to a Mailing Group
  1. Under Manage Records, click the Groups tab.
  2. Select Special Mailings Add/Edit Groups from the drop-down list, and click Go .
  3. In the Filter Group list, select the mailing group to which you want to add individuals, and click Add to Group.
  4. In the Available list, select the name of the individual or organization you want to add to the mailing group
  5. Click Add .
  6. After you have added everyone you want to add, click OK.

Useful Information

To move everyone to the Mailing Group in one step, click Add All .

 To copy selected records from one group to another
  1. Under Manage Records, click the Groups tab.
  2. Select Special Mailings Add/Edit Groups from the drop-down list, and click Go .
  3. In the Filter Group drop-down list, select the mailing group from which you want to copy.
  4. Select the records you want to copy to another mailing group. To select more than one record, press the CTRL key while clicking the names in the grid. To select a group of continuous records, press the Shift key while clicking the names in the grid.
  5. Click Copy.
  6. In the Copy to Group list, select the mailing group to which you want to copy the records.
  7. Select Copy Selected.
  8. Click OK.
 To copy all records from one group to another
  1. Under Mange Records, click the Groups tab.
  2. Select Special Mailings Add/Edit Groups from the drop-down list, and click Go .
  3. In the Filter Group drop-down list, select the mailing group from which you want to copy.
  4. Click Copy.
  5. In the Copy to Group list, select the mailing group to which you want copy the records.
  6. Select Copy All.
  7. Click OK.
 To move selected records from one group to another
  1. Under Manage Records, click the Groups tab.
  2. Select Special Mailings Add/Edit Groups from the drop-down list, and click Go .
  3. In the Filter Group drop-down list, select the mailing group from which you want to move all records.
  4. Select the records you want to move to another mailing group. To select more than one record, press the Ctrl key while clicking the names in the grid. To select a group of continuous records, press the Shift key while clicking the names in the grid.
  5. Click Move.
  6. In the Copy to Group list, select the mailing group to which you want move the records.
  7. Select Copy Selected.
  8. Click OK.
 To move all individuals from one group to another
  1. Under Manage Records, click the Groups tab.
  2. Select Special Mailings Add/Edit Groups from the drop-down list, and click Go .
  3. In the Filter Group drop-down list, select the mailing group from which you want to move all records.
  4. Click Move.
  5. In the Copy to Group list, select the mailing group to which you want to move the records.
  6. Select Copy All.
  7. Click OK.
 To delete all records from a mailing group
  1. Under Manage Records, click the Groups tab.
  2. Select Special Mailings Add/Edit Groups from the drop-down list, and click Go .
  3. In the Filter Group list, select the group from which you want to delete all individuals and organizations.
  4. Click Delete Group.
  5. Click Yes in the confirmation box.