This document will teach you how to:
Edit an Existing Letter
Locate the letter you would like to edit and click on the "Edit" button on top of the letter.
Specify a Letter for an Appeal/Event
You may specify a default letter to be used for an Appeal or an Event. This is useful when you want to standardize the email acknowledgment that is sent for gifts allocated to the Appeal or Event.
To specify a letter when creating an Appeal or Event, simply click on the look-up icon beside Letter.
Enter the name of the letter you are searching for, select "All Fields" under the search box and click on "Go".
Select the letter from the results by clicking on the letter number.
The letter you selected now appears in the Letter field. Click on "Save".
If you would like to change the letter specified for an Appeal/Event or if you would like to specify a letter for an existing Appeal/Event, navigate to the Appeal/Event and click on "Edit" on top of the page. This will take you to an edit page for the Appeal/Event where you can search for a letter.
Specify a Letter during Gift Entry
You may specify a letter to be used for the email acknowledgement when entering a gift. This can be done in both the New Gift Interface and Gift Batch.
If you leave the letter field blank during gift entry and allocate the gift to an Appeal/Event where there is a default letter specified, Causeview will automatically populate the Letter field with the default letter associated with the Appeal/Event.
However, if you specify a letter in the Letter field during gift entry and allocate to an Appeal/Event that has a default letter associated with it, Causeview will keep the letter you specified for the gift and will not use the default letter associated with the Appeal/Event.
To specify a letter to be used during gift entry in either New Gift Interface or Gift Batch, simply click on the look-up icon beside Letter and search for the letter you would like to use. Then populate the rest of your gift information.