Click here for a video tutorial (2:30 in the video)
Click Tasks > Year End Letters.
This feature allows you to select complex summary criteria based on date range and categories to generate a solicitation letter that has the Total Amount contributed in any two years. This tool can be used toward the end of a year to solicit those whose contributions this year did not yet meet last year's mark.
Generate the letters
Executing the Merge
General: Customizing the Templates
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