Set Exclusions for a Correspondence Process

When you generate a correspondence process, you specify a selection of constituents to receive the correspondence. You can also select whether to exclude deceased or inactive constituents or constituents with selected solicit codes in the selection from the correspondence.

1. On the Add correspondence process screen or Edit correspondence process screen, select Exclusions. The Exclusions screen appears.

2. In the Consider exclusions as of field, select whether to exclude constituents that meet the exclusion criteria as of the current date or another date. If you select “<Specific date>,” select the date in the additional field that appears.

3. Under Exclusions, select the checkboxes of the solicit codes of the constituents to exclude from the correspondence process and select whether to exclude deceased or inactive constituents.

4. Select OK. You return to the previous screen.