Templated Letters and Emails

  • Use templates to create re-usable standard letters and email.
  • Include mail merge fields to pull the relevant data from any part of the database.
  • Use the Benefactor text editor to style and format the template.
  • Letters can be sent as attachments to emails or as the body text of emails.
  • Print letters and send emails in batches or individually.
  • Automatically link the letter to the record for easy retrieval.

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