Print Thank You Letters

To access the “Print Thank You Letters Screen,”select it from the “VSS Donations Menu Bar” dropdown list.

 

All Thank You Letter” templates will initially include default text in the letter.   Facilities may choose to use 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.

2.      Letter Type 2 (Family Contact) is composed of two different letters, therefore now creating 6 different letter templates that a user can 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

3.      All default text for templates is based on the templates saved for CO (#101).                                                                            

4.      After navigating to the VSS Reports Menu Bar,” select “Donations” and the Manage Letter Templates Screen.”  Displayed is a list of the template types and template option from a dropdown menu.  Once a choice is made, the user is presented with a screen to edit the selected template.