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Batch filters

From within a single batch you can filter the mail to manipulate it better. On the right hand side of a batch are the filters

 

 

Form Status

From within a single batch you can narrow it down to look at the form letters that are not yet approved, or send out the ones with already approved letters

Response Type

You can narrow down a batch by outbound type. If you wanted to only print out the letters from a batch you could do that easily here.

Response Status

While form letters have a status, mail also has a status. You can then narrow down a batch to look at just the mail in different parts of that process for individual mail approval.

Customization

If you choose the individualize a single letter, you can view just the customized letters to ensure they are ready before sending those out

Assigned Staffer

You can view mail assigned to different staffers within a single batch. Perhaps you only need to print out the mail assigned to you.

Pro-Tip

After you have narrowed the mail within a batch down using the filters you can check the box at the top to select all of the mail on that page to modify it in bulk. It can also be helpful to change the view to 100 at a time to allow you to select mail in groups of 100.

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