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Make a query of records in a bulk letter process
Jun 29, 2026
I'm looking for ways to mark gifts as acknowledged after letters have been generated, without having to use the original query. It'd be helpful to have the option in the bulk letters screen, after clicking through to a completed process, to generate a static gift query of included records. This would be more reliable for me to then mark the gifts acknowledged (NXT web view refreshes static queries so I'm finding using the source query unreliable).
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