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Selecting letter template when adding gift
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brookeo
Aug 20, 2024

Ability to assign a letter template for each gift when adding in to RE NXT. Then having the ability to do a bulk letter run with multiple templates that have been assigned when entering the gift.

Comments
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Stu Hawkins
Aug 21, 2024

Hi and thanks for the suggestion. I believe you might be able to do this now using RE Letter Codes.

  • you add these to gifts in RE (not sure of the exact process - sorry!)
  • You can create a conditional template using Letter Code as the condition (with a separate condition for each letter code and a corresponding template)
    More details on conditional templates on the link below - and feel free to contact support if we can help further :)

https://redarc.atlassian.net/servicedesk/customer/portal/1/article/1764720641

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brookeo
Aug 22, 2024

Stu Hawkins Thank you so much for letting me know - this is a game changer!!

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