This global change to clean out Revenue Letters that have been assigned to Constituents in error. The standard CRM functionality allows for clearing a process for Revenue Letters, but this does not remove them from Constituents after they’ve been added.
This global change can be found in the Constituent node. It has one (required) parameter: a Revenue letter selection.
Good to Know!
- This global change does not delete Revenue Letters that are marked as processed or acknowledged. Any records in the selection that are processed or acknowledge will be skipped.
How Do I?
- links to other areas, longer blurbs