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Template option for the 'Write a letter' function within a constituent record.

We would like to create a template that would automatically load when a user clicks 'Write a letter' from a constituent's record. The template should include mail merge fields that would automatically pull in the address/name for the constituent.



This would improve the usability of this function and it would also allow an institution to ensure letters being sent match in branding and style.
  • Guest
  • Jan 4 2016
  • Shipped
Constituent Records / Marketing and Communications
  • Attach files
  • +18

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