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Letter / EMail Recipient List

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Allows you to find out who received a letter or eblast and/or look at the current status of a series of letters.

You can search by a number of data fields such as when it was sent, the letter, when it was opened, etc. This means that this window can be used to do things like:

  • Search by date sent to see what went out on a particular day or for a time period
  • Search by letter to see who got a particular bit of correspondence.
    • If it was an eblast, you can also see who opened it.
    • Highlight a number of the lines based on status to see how many were sent and how many were opened
  • Have a look to see what is due the future
  • Select a number of emails and resend them, or delete them

Parts of the Letter / Email Recipient List

Opens the Form Letter Window and created a new Form Letter. Click here for more information on creating a Form Letter.
Opens the currently selected Form Letter. Click here for more information on finding a Form Letter.
Duplicates the currently selected Form Letter. Click here for more information on duplicating a Form Letter.
Deletes the currently selected Form Letter. Click here for more information on deleting a Form Letter.
Prints the currently selected Record.
View or Edit the selected patron.
Changes the status from done or not done.
Opens the selected letter for editing.
Prints the currently selected Form Letter. Click here for more information on printing a Form Letter.
Status This column displays the printed status of the letter, whether it is done or not.
Type This column displays the type of the letter, if it was a single letter or was it a merged letter
Date Begin Date the letter was added to the patrons record.
Date End The last date the letter was updated.
Date Printed The date which the letter was printed.