Published: 2nd February 2018
Step 1
Go to the constituent record and click the arrow beside the little ‘word’ icon.
Step 2
‘Blank Letter’ is set up with the address, date, constituent ID and salutation (no joint salutation – so keep this in mind if writing to a couple).
See https://kb.blackbaud.com/articles/Article/41657 if you want to set up a letter template you would use on a regular basis.
If ‘Blank Letter’ doesn’t appear on your menu – go to Modify Letter Menu at the bottom of the list and search for it.
Step 3
To add as an action:
- When you have finished your letter, go to ‘Add-Ins’ (top right of word document)
- ‘Save this document as an action’
- Raiser’s Edge will tell you this:
- Click OK and complete your action as required.
