Correspondence List

To manage your correspondence processes, select the Correspondence List tab. The Correspondence processes grid displays the correspondence processes in your database. For each process, you can view its name, description, and correspondence code; the selection of constituents to receive the correspondence; and whether the correspondence is active.

From the Correspondence processes grid, you can access the record of an existing correspondence process. Select the process in the grid and select Go to process. The status page of the correspondence process appears. On the status page, you can view the status of the most recent instance of the process, as well as historical information about older instances. For information about the items on the status page, see Correspondence Process Status Page.

To include correspondence processes marked inactive, select Filter, select Include inactive, and select Apply. To update the information in the grid, select Refresh List.

From the grid, you can also perform multiple tasks to manage your correspondence processes.