Edit Solicit Code and Selection Exclusions

From Marketing and Communications, your organization can set up default exclusions for your communication efforts. When you create an appeal mailing letter or set up a process for a donor relation communication, you can edit the exclusion criteria based on solicit codes as necessary. For an appeal mailing letter, you can also edit the exclusion criteria based on recipient selection.

Note: When you edit the exclusion criteria, you edit the exclusions for the communication only. For information about how to edit the default solicit code exclusions for your organization, see Solicit Codes.