You can change mail information for all or selected records in a set prior to posting the records or at the time of posting. The field information you can change includes issue codes, the person to whom the mail was assigned, the outgoing method, the letter date, the letter name, the salutation and the status.
To change set data:
Search for the set containing the records you want to change.
Click the Select All link at the top of the Full Set page, or if you want to change selected records, select the check box next to those records. You can also filter the set to find specific records.
Select the Change Detail Data/Status action and complete fields in the dialog box that appears.
If you want to add Incoming Comments and retain any existing Comments in all selected records, enter the new comments in the Comments field and select the Append to existing check box. Note: The Append to existing check box is selected by default.
If you want to add Incoming Comments and remove existing Comments from all selected records, enter the new comments in the Comments field and remove the check from the Append to existing check box.
If you want to add Incoming Comments to only the selected records which currently do not contain any comments, enter the comments in the Comments field and select the Update only if empty check box.
If you want to remove existing Comments from all selected records, select the Remove Existing check box. IQ hides the Comments field.
If you want to add another Issue code to all selected records, enter or select the Issue code(s) in the Issues field. Note that IQ automatically updates the Assigned To field with the user that is associated with the first selected Issue Code.
If you want to change the outgoing email subject for all selected records, type the new subject (up to 200 characters) in the Outgoing Subject field.
If you want to remove the date from all selected records, select the Clear Date on Letter check box. When the letters are printed, letters without a date will use the date on which they're printed.
If you want to change the Salutation for all selected records, click in the Salutation field and select Formal (Mr. Anderson), Informal (John), Family (Anderson Family) or Friend (Dear Friend).
Click the Save button to make the changes to all selected records.
To post the records in the set, click in the Status field and select Posted with Batch or Posted without Batch. If you select Posted with Batch, the following Batch Change options appear:
Select from all active unlocked batches - This is the default option. When chosen, the Existing Batches list box appears. You can filter this list by batch name or owner by typing the value in the text field located above the list box.
Select from only recently used batches - This option only appears after you have selected a batch during your current IQ login session. When chosen, the Recent Batches list box appears with the last batch used highlighted in blue. Once selected, this option becomes the default option for your current login session.
Add a new batch - Select this option to add a new batch by entering the name (up to 75 characters) in the Batch Name field.