Charitylog - Letter / Email Templates (Age UK Group Training)

This course is aimed at intermediate users

This course will look at creating letter and email templates in Charitylog. After this course you will be able to create and send letters directly from Charitylog.

You will need basic knowledge of reporting.

The following steps will be covered

• Creating letter and email templates.

• Creating mail merge definitions for bulk sending.

• Create letters/emails from a record.

• Create bulk letters and emails from reports.