 Chandell
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| Joined: 22 Jul 2009 |
| Total Posts: 14 |
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I've sent receipts, now need to send pledge reminders, but...
Posted: 27 Aug 2009 12:41 PM |
but there's no 'report' that's ready to print for pledge reminders? I have the choice to view the results as a list, labels or letter. Why no report?
I'm not sure how to create a letter that 'mail merges' in the proper information for the donor, and I need to get reminders printed quickly, since my receipt mailing volunteer is here now. I didn't think I'd need to create anything to print out the reminders.
Should I tell the volunteer to come back tomorrow, or is it something simple that I'm not seeing, to get them printed out? |
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Re: I've sent receipts, now need to send pledge reminders, but...
Posted: 27 Aug 2009 03:33 PM |
Chandell-
You are correct, "Pledge Reminders" are created by your center. You can create the letter directly in CenterPiece. Please follow the link http://www.ekyros.com/Pub/Default.aspx?tabindex=1&tabid=19 and refer to page 61-63 of the Donor Management User Guide. Your "Target Report" will be "Pledge Reminders." After your letter is created pull your report, select the previously created letter, print. If you have further questions don't hestiate in contacting us. I apologize in the delay of getting back to you.
Blessings,
Ashleigh |
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