Manage Letter Templates

All Thank You Letter” templates initially include default text in the letter. Facilities may choose touse the default text or modify the template(s).

 

1.      Each facility currently has the ability to generate 5 types of “Thank You Letters.”       This is based on the Donation Type. Letter Type 2 (Family Contact) is composed of two different letters. Therefore, there are 6 different letter templates that a user may modify:

·         Type 1 - Cash/Check/Credit Card/E-Donate In Memory Of

·         Type 2 (a) - Family Contact (To Donor)

·         Type 2 (b) - Family Contact (To Family)

·         Type 3 - Cash/Check/Credit Card/E-Donate Not in Memory Of

·         Type 4 - Activity Donation

·         Type 5 - Item Donation

2.      All default text for templates is based on the templates saved for CO (#101). Changes can be made to the CO template to update the default text (appropriate permissions are *required).  Any changes made to the CO templates changes the default text for all sites without customized templates.

3.      After navigating to the VSS Menu Bar,” select the Manage Letter Templates Screen.”  The user is shown a list of the template types and has an option of templates. Upon making a selection, the user is presented with a screen to edit the selected template and save changes.