Run Assign Letters Process Screen

Process name

The process name defaults from the Name field on the Add (or Edit) assign letters process screen. This field is disabled. To change the process name, access the Edit assign letters process screen.

Only consider revenue added since

To assign letters to new revenue added to the database since the assign letters process last run, select this checkbox.

Last run

To assign letters to new revenue added to the database since acknowledgements were last processed, select this option.

Specific date

To assign letters to new revenue as of a date, select this option. To select a date other than today’s date, select the drop down arrow and select <Specific date>. An additional field appears on the right for you to enter a date. To use a calendar to select the date, select the drop down arrow in this field.

Create selection from results

To create a selection for the individuals or gifts contained in the acknowledgement process, select this checkbox. If you select this checkbox, the remaining checkbox and fields enable.

Selection type

When you select Create selection from results, this is a required field. Choose to create a Constituent or Revenue type of selection.

Selection name

When you select Create selection from results, this is a required field. Enter the name for the new selection the process generates.

Overwrite existing selection

To overwrite the selection selected in the Selection name field, select this checkbox.