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You may need to filter the list of potential recipients of the correspondence.

There are two ways to filter the list:

  • The first filter starts with a list of individuals based on the Document type you selected. It can be narrowed by removing individuals from the list that shouldn't receive the correspondence. For example, if the document type is Students, then students appear in the filtered list and individual students can be added to the list.
  • The second filter is based on saved search criteria. This criteria can be set up and saved by clicking Searches. Use this filter method when the list of recipients is more complex than a general group of individuals. For example, you may want to send a letter to active senior students or to the parents of 4K children with no immunization records.
 To filter based on the type
  1. On the Home screen, click Correspondence.
  2. Double-click the correspondence you want to filter, and click the Filter/Search tab.
  3. Select Print only these individuals in the list, and click Select. The Select Individual dialog box displays.
  4. In the Search for field, enter the name of a student you want to add and click the Student Name.
  5. Click OK.
  6. Continue this process until all names for the correspondence have been added to the list.
  7. Click OK.
 To filter based on a search
  1. On the Home screen, click Correspondence.
  2. Double-click the correspondence you want to filter, and click the Filter/Search tab.
  3. Select Print only these individuals in the list, and click Search.
  4. Click the Search list and select the search you want to use. Click OK.
  5. All individuals that fit the search criteria display. Select any you don't want to send correspondence to, and click Remove.
  6. Click OK.

 

When selecting recipients in the Correspondence window, teachers can filter the class roster to display the names of students in a particular class. First, create the correspondence you plan to send to parents or students. In the Correspondence window, the Document Type must be Parent or Student. Save your correspondence. For more help creating correspondence, on the Home screen, click Correspondence. When the Correspondence List window opens, on your keyboard, press F1 to view online help.

 To filter a class roster
  1. On the Home screen, click Correspondence.
  2. Double-click the letter or email you want to send.
  3. Click the Filter/Search tab.
  4. Select Print only these individuals in the list.
  5. Click Select.
  6. In the Select Class list, select the class.
  7. Click OK.
  8. You can then select individual students, and click Remove to delete them from the correspondence list; or, to add additional classes, click Select and repeat steps 6 and 7.

Useful Information

This feature is available for those using a Teacher Login.