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Accessing the Letter Manager

Navigation: Communications > Letters

  1. From the bottom navigation bar, click Communications
  2. Click Letters. The Letter Manager will display.


 

Letter Manager Overview

FieldDescription
1. Search TableEnables you to search the list of letters
2. FilterEnables you to filter the list of letters (e.g., Types, Status, Created By, Recipients, Updated On, Sent On, Tags)
3. ColumnsEnables you to select which column headers to display
4. +CreateEnables you to create a letter
5. NameThe name of your letter
6. StatusThe status (e.g., Draft, Error, In Progress, Queued, Scheduled, Sent) of your letter
7. TemplateThe name of the letter template
8. RecipientsThe name of the Smart Search used to create your list of letter recipients
9. Created ByThe staff member who created the letter
10. Updated OnThe date your letter was last updated
11. TagsDisplays the tag designated in the letter, if applicable

 

Using the Letter Manager Filter

Adding Filter Criteria to the Letter Manager page

  1. Click the Filter dropdown menu
  2. Select the criteria you’d like to filter on the Letter Manager page
  3. Click Confirm



Removing One or More Criteria from the Letter Manager page

  1. Click the Filter dropdown menu
  2. Uncheck the criteria you want to remove from the filter
  3. Click Confirm



Removing All Filter Criteria from the Letter Manager page

  1. Click the Filter dropdown menu
  2. Click Remove Filters
  3. Click Confirm


 

Changing the Letter Manager Column Headers

Adding Column Headers to the Text Manager page

  1. Click the Columns dropdown menu
  2. Select the field(s) you’d like to display on the Letter Manager page 



Removing Column Headers from the Text Manager page

  1. Click the Columns dropdown menu
  2. Unselect the field(s) you want to remove from the Letter Manager page


 

Additional (non-default) Column Header

FieldDescription
1. TypeThe type of letter (e.g., 8.5 x 11 with letterhead)