The Utilities application Pledges|Thank You Letters page enables you to extract data to print donor thank you letters (without tax receipts). These letters can be issued to the donor, default receipt contact or referrer contact.
The following image illustrates the Utilities application Pledges|Thank You Letters page:
The Utilities application Pledges|Thank You Letters page contains the following properties:
| Field |
Description |
| Customer Number |
Enables you to filter the search based on those customers with a customer number within the specified range.
Contacts associated to a customer will have the same customer number. |
| Order Number |
Enables you to filter the search based on those orders with an order number within the specified range. |
| Gift Number |
Enables you to filter the search based on those gifts with a gift number within the specified range. |
| Gift Type |
Enables you to filter the search based on the selected donation type(s). |
| Pledge Date |
Enables you to filter the search based on those donations with a pledge date within the specified date range.
Enter a date or click  to select a date. For more information, refer to Using a Calendar to Add a Date. |
| Pledge Amount |
Enables you to filter the search based on those donations with an amount pledged within the specified range. |
| Program |
Enables you to filter the search based on the program to which a gift on the order is allocated. |
| Campaign |
Enables you to filter the search based on the campaign to which a gift on the order is allocated. |
| Appeal |
Enables you to filter the search based on the appeal to which the gift is allocated. |
| Thank You Letter Template |
The template to use when printing the thank you letter. If you do not select a template, the template specified on the original order will be used. |
| Letter Recipient Type |
Select the type(s) of contact(s) that you want to print a thank you letter for. If you don’t select any, thank you letter data is extracted for all three types, if applicable.
- Donor Contact: Selected in the 'Contact' field in the donation. Uses the template selected in the 'Thank You Letter Template' field in the donation.
- Referrer Contact: Selected in the 'Referrer Contact' field in the donation. Uses the template selected in the 'Referrer Thank You Letter Template' field in the donation.
- Tax Receipt Contact: Selected in the 'Default Receipt Contact' field for the donation. Uses the template selected in the 'Default Receipt Thank You Letter' field in the donation.
|
| Extract Type |
Select the file format you want the thank you letter(s) generated in.
- CSV: Return results in CSV (comma separated values) format. This format is suitable for use in spreadsheets.
- Mail Merge: Return results in AudienceView mail merge format. Used with the AudienceView mail merge plug-in to create mail merges.
For more information, refer to Creating a Customer Correspondence Extract.
- XML: Return results in XML format. This format is suitable for loading into an XML database.
- Report PDF: Return results as a PDF. This format is suitable for printing.
|
| Generate Receipts? |
Select Yes to generate a correspondence record.
Select No to not generate a correspondence record. |