Difference between revisions of "Letters and Communication"
From Charitylog Manual
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| − | ''Location in standard build:'' ''''' | + | ''Location in standard build:'' '''''bottom of [[Details Screen]]''''' |
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| + | [[File:cl_LaC_1.png|border]] | ||
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The Letters and Communication page allows users to create preset letters or emails to a person, and also shows any letters/emails that may have previously been created. | The Letters and Communication page allows users to create preset letters or emails to a person, and also shows any letters/emails that may have previously been created. | ||
| − | Clicking on the name of a letter | + | Clicking on the name of a letter will create a letter (or email/SMS as appropriate) with the person's details merged in. These letters are set up on the [[Standard Letter Templates]] page. |
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| + | As well as the preset letters and emails, previously created letters/emails are shown. | ||
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| + | [[File:cl_LaC_2.png|border]] | ||
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| − | + | There are four tabs: | |
| + | * Compose New Letter - create a letter based on a [[Standard Letter Templates|Standard Letter Template]] | ||
| + | * Compose New Email - create an email | ||
| + | * View Existing - shows letters that have already been created to/for this person | ||
| + | * Audit Trails - shows an audit history of letters sent to this person, providing the "Include This Extract in Mail-Merge Audit?" option is set to "Yes" on the [[Data Extraction]] page. | ||
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| − | + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:48, 13 January 2017 (GMT) | |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) | + | [[File:helpheader_small.png|right]] |
| + | [[Category:Features]] | ||
Revision as of 10:48, 13 January 2017
Location in standard build: bottom of Details Screen
The Letters and Communication page allows users to create preset letters or emails to a person, and also shows any letters/emails that may have previously been created.
Clicking on the name of a letter will create a letter (or email/SMS as appropriate) with the person's details merged in. These letters are set up on the Standard Letter Templates page.
As well as the preset letters and emails, previously created letters/emails are shown.
There are four tabs:
- Compose New Letter - create a letter based on a Standard Letter Template
- Compose New Email - create an email
- View Existing - shows letters that have already been created to/for this person
- Audit Trails - shows an audit history of letters sent to this person, providing the "Include This Extract in Mail-Merge Audit?" option is set to "Yes" on the Data Extraction page.
Rob Kay - manual author (talk) 10:48, 13 January 2017 (GMT)
