Mail Merge Templates
Mail Merge document are templates that you can create using the fields from either Gift or Constituent records. The templates can then be generated as PDF o...
Mon, Feb 20, 2017 at 9:38 AM
No, there is no limit. You can create as many templates as you would like.
Tue, Mar 20, 2018 at 3:07 PM
Mail Merge templates are stored and created in the Mail Merge Template Library under CRM or Fundraising. Choose based on which Mail Merge fields and data yo...
Tue, Mar 20, 2018 at 3:20 PM
On the constituent templates all the fields from the constituent profile and constituent dashboard are available to be inserted into the template. On th...
Tue, Mar 20, 2018 at 3:26 PM
A single letter can be generated by using the Mail Merge column on the dashboard. Find the record that you would like to create a letter for and click the E...
Tue, Mar 20, 2018 at 3:28 PM
If you want to create letter for multiple record in one batch you can do this by first filtering the dashboard for the desired records. Then above the grid ...
Tue, Mar 20, 2018 at 3:31 PM
A single PDF or Microsoft Word file is created for your letter or letters. The file will either contain a single letter or multiple letters depending on how...
Mon, Feb 20, 2017 at 9:41 AM
You can generate a Year End Letter on the constituent grid using the Mail Merge Feature. First Create a template to act as the Cover Letter then when genera...
Tue, Mar 20, 2018 at 3:37 PM