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QUICK TIPS
for Supporter Donation System
Quick Letters
DEFINITIONS:
Marked- there is a check in the Marked checkbox
Unmarked- there is not a check in the Marked checkbox
Selected- is one or more lines of data chosen on the
screen. Click on the grey box on the very left of a
line to Select 1 line. Shift and click on another line to
select all lines inbetween.
When created- when the record of a letter needing to be
printed is created.
Created by- the user that is logged into the Supporter
Donation System.
FIELDS:
The fields listed below are available to be used in
Quick Letters- not all fields will have data in all situations.
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[Title] |
[SupporterStatus] |
[PledgeAmount] |
[FundName] |
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[First] |
[RoleStatus] |
[ValueReceived] |
[ProgramName] |
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[Middle] |
[Occupation] |
[PaymentDate] |
[PledgeComment] |
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[Last] |
[Industry] |
[PaymentAmount] |
[PledgeSolicitor] |
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[Suffix] |
[JobTitle] |
[MethodofPayment] |
[Recognition] |
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[Nickname] |
[Source] |
[BillingFrequency] |
[RecognitionName] |
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[PartnerTitle] |
[Birthdate] |
[NumberofInstallments] |
[UnitName] |
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[PartnerFirst] |
[BirthMonth/Day] |
[InstallmentAmount] |
[InKind] |
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[PartnerMiddle] |
[Gender] |
[Balance] |
[SeatAssignment] |
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[PartnerLast] |
[LetterDate] |
[CampaignName] |
[Miscellaneous] |
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[PartnerSuffix] |
[FullAddress] |
[AppealName] |
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[BusinessName] |
[PledgeDate] |
[SubAppealName] |
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CREATE A LETTER:
Creating a Quick Letter is based on the Sample Quick Letter that
is provided with your software.
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Click on Supporters from the Main Menu of the
Supporter Donation System.
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Choose a Supporter and click on the Quick
Letters button.
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Double click on the field in the Document
column to choose a letter.
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Choose the SampleQuickLetter.doc.
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Click on the Edit Letter Template button to
open the Sample Quick Letter- the Sample Quick Letter is a sample
of a letter and all of the instructions included her in this HELP.
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You will PRINT this Document when you
actually open the Sample Quick Letter because this is your
instructions on how to use the Quick Letters.
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Click on File.
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Click on Save As.
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Go to C:\Program
Files\SDS5\Quick Letters or to the Quick Letters folder on your
server and name your new Quick Letter anything you want.
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Setup your margins for your letterhead.
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Use the same fields that are on the sample
letter above for the date, addressing, and salutation.
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Type in the body of your letter and fill in
the closing.
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Remove all of the rest of these instructions
from your new Quick Letter.
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NOTE: You do NOT have to create Quick Letters
from within the Supporter Donation System. You can simply
type letters in MS Word and save them in your Quick Letters
folder, or somewhere that you can access them from within the
Supporter Donation System.
PRINT A LETTER:
Quick Letters can be printed from
the Supporters screen, Quick Letter button at the bottom of the
screen or from the Quick Letters button on the Main Menu.
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Go to the Supporter
that you want to print a Quick Letter for and click on the Quick
Letter button.
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Click on the Marked
checkbox.
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Double click on the
field in the Document column to choose a letter. NOTE:
Vision provides a Quick Letters folder in
C:\Program Files\SDS5 which may
have been placed on your server so everyone can access it.
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Click on View
Populated Letter to view and print the letter.
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Close MS Word after
you have printed your letter.
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Click on Flag
Marked as Printed to flag this letter to record the date and who
printed the letter. NOTE: This action will also put a note
in the Comments tab of the Supporters screen indicating that this
Quick Letter has been sent.
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OPTIONALLY, you can
click on the Delete Marked button and delete the record on the
Quick Letter screen.
Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com
Web Page: www.visioncps.com
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Copyright ©2010 Vision Computer Programming Services, Inc.
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