 jcrosby
|
| Joined: 26 Jan 2009 |
| Total Posts: 6 |
| |
|
Reminders
Posted: 23 Mar 2009 06:09 PM |
| Is there a way to set up an automatically generated letter for specific individuals who would like a reminder letter (monthly invoice) to remind them to make their payments. These people do not want to set up an automatic monthly contribution via either bank account or credit card at this time. |
|
|
 |
|
|
Re: Reminders
Posted: 23 Mar 2009 06:37 PM |
Hello JCrosby!
Yes, there is definitely a way to do this within CenterPiece! Below are step by step instructions. If you have any further questions or need additional help please let us know.
1. Go to “Donor Management” tab along your horizontal toolbar
2. Go into a specific donor file (example: Ashleigh Guilmette)
3. Click on the arrow and create a “Category” under the donor file by selecting “Edit
List” and then select “Add New Item” This can be titled what is easiest for you
(example: Monthly- Pledge). Select “Insert” you only have to create the category
one time for it to show up.
4. Check the box next to your newly created category item, select “Apply” and then
select “Save”
5. Return to “Donor Management” tab
6. Select “Reports” along vertical toolbar
7. Select “Donor Files”
8. Select the “Category” you created
9. Select “Run Report”
10. From here you can view as: List, Labels, or Letters
11. Export to your preferred program and PRINT
Have a BLESSED day,
Ashleigh
|
 |
|
|
|