My university wants to send paper thank you letters to donors. We want to be able to have a template in the system, to print as a word document, in mass, for all awarded thank you notes. We currently do a mail merge, but it would be nice for the system to have this feature built in.
Client Name "shard name" | sfasu |
User | System Admin |
Functional Unit | Post Acceptance |
Employee Name | Tammy Mitchum |
Thanks, Tammy. Can you expand on this request a little more?
If you're asking for the ability to export thank you letters, that can be done from the post-acceptance grid. If the thank you letters are uploaded as documents, that download process is a little cumbersome, so I can merge this request with the request to make that process simpler.
Or are you asking for the ability to put the thank you letters in a report to share with donors? That can be done with the Stewardship Management features in Engage.
Or am I misunderstanding and this doesn't fall into either of those scenarios?
Thanks!
-Carrie