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With this process, you can update or erase the logged letter entry on multiple records at the same time. Once processed, you can view updates in the Letters, Visits, Etc. window.

Note

This process modifies existing entries in the Letters, Visits, Etc. window. It does not add new lines.

For example, while conducting a pledge drive, you mailed two letters – the second with a pledge card. Soon, you begin receiving pledge cards from the families, and you want to update the records. In this case, you must change the Type for the sent letters to Positive Response. This makes it possible to locate and follow up on those who haven't responded by a certain date.

In the Families navigation pane, click Processes > Change Ltrs, Visits, Calls, Etc.

 To update interaction details

This process alters data. We recommend backing up your data before proceeding.

  1. Make your family selections, and click Next.

    Useful Information

    If you enter a description, you must enter it exactly as it appears in the Letters, Visits, Etc. section.

  2. Select whether to post changes for all families or for only those you select.

    Useful Information

    For help selecting families, see the Additional Selections tab on Select Records to Print.

  3. Select whether to include only active, only inactive, or both. Click Next.
  4. Select whether to assign different information to each family or to assign the same information to all families. If you assign the same information, enter the new date, description, type, and note. Blank fields are left as is.
  5. Click Next.
  6. Review your list. If needed, add or edit any information. To delete entry information from the Letters, Visits, Etc. section, click Erase this Line.
  7. When you're ready to process the selected records, click Next.
  8. To post, click Finish.


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