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Search Based on Postal Mail

This help topic explains how to define a Set rule based on whether or not the No postal mail box on the Core Tab of the volunteer's record is checked or un-checked. When the box is checked, the system automatically prevents the volunteer's information from being included on any Address Label Report run in your account. If this field is checked, it means that the volunteer (or your organization) has specifically decided the volunteer should not have information sent to them using postal mail. This could be used when more than one person in the household volunteers with your organization, or the volunteer has been dismissed but you still need to keep a record for him or her.

The image below shows how to define a rule that will capture all volunteers for whom the No postal mail box is checked.

Set rule with their postal mail checked selected

You can also use this Set rule to find all volunteers who do not have the No postal mail box checked. The image below shows how to define a rule to identify these volunteers.

Set rule with their postal mail not checked selected