Configure recipient selections for a communication

1. As you add or edit the letter for the communication, select Add or Edit under Letter recipients.

2. Under Selections, the program provides recipient selections commonly used for the type of communication; selections from Query; and any existing merged selections. To expand a folder and view its selections, select its plus sign (+).

To select the mailing recipients, drag the selections to receive the letter to the Include these selections in the communication box. To remove a selection from the list, select its “X.”

Note: A merged selection includes recipients compiled from two selections. To create a new merged selection, select Merge selections. To create a new selection from an ad-hoc query, select Create ad-hoc Query. For information about how to merge selections or create ad-hoc queries, see the Query section of the help file.

3. Select OK.