Edit Recent Activity Exclusions

From Marketing and Communications, your organization can set up default exclusions for your communication efforts. When you create a letter for an appeal mailing, you can edit the exclusion criteria based on recent communication and revenue activity as necessary.

Tip: When you edit the exclusion criteria, you edit the exclusions for the appeal mailing letter only. For information about how to edit the communication exclusions for your organization, see Default Communication Exclusions.

Note: From Revenue, your organization configures revenue filters to determine the types of revenue transactions and applications to consider as revenue activity. For information about how to manage reporting filters for revenue activity, see the Revenue section of the help file.