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Configuring a Default Thank You Letter Template

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The receipt thank you letter is the letter that is printed whenever a separate thank you letter is requested. Thank you letters can be generated in a batch using the Utilities application or order by order in the Customer Services application.

You can set the default receipt and thank you letter template using either the Registry or the Application Security. Setting the default in the Registry will apply to all users unless set at the group or user level in Application Security. If you will be allowing donors to donate online, you must set the default template for the WebSales group.

Before you begin, ensure you have created the applicable template and added it to the Registry. For more information, refer to Creating a Mail Merge Template and Configuring Mail Merge Templates.

Information
You can use attributes to configure a different default receipt thank you letter template for particular groups or users.
For more information, refer to Application Security Users and Application Security Groups.

To set the default receipt thank you letter template in the Registry, complete the following:

  1. Open the Registry from the AudienceView Desktop.
  2. Navigate to Registry::EN::Business Objects::TSorderBO::Gifts::Default Receipt Thank You Letter node.
  3. Select the default receipt thank you letter template from the 'Default Value' dropdown.
  4. Click 'Apply'.