Published: 2nd February 2018
Go to the constituent record and click the arrow beside the little ‘word’ icon.
‘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.
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.