VSys One: Volunteer Management Software

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Letter Manager

The Letter manager is a tool for viewing, editing, printing and deleting letters sent to any number of people at once.
Letter manager screen

A common practice with mail merges is to execute the mail merge and save the letters without printing them. You can then use the E-mail Robot to e-mail all of the letters it's able to, and then use the Letter manager to print the rest.

Changes made here to letters don't generally take effect until the Save button has been clicked.

Tools

Print selected letters

Prints all of the selected (checked) letters to the printer.

Save selected letters to a file

Takes all selected letters and saves them to a single, combined RTF file. You can then open this file in your preferred word processor.

Print labels for selected

For all of the selected letters, prints mailing labels with the person's address (includes envelope formats.)

Right-click tools

Edit

Edits this letter's contents (this isn't available if the letter is already marked as printed).

Properties

Opens the properties of this letter - Description, Letter type, etc.

View

Opens this letter to view its contents in read-only mode.

View as

Shows the current letter in HTML or plain text formats.

Print

Prints just this letter to your printer.

Change

Status

Changes the status for this letter.

Method

Changes the method (Any mail, E-mail, Mail, etc.) for this letter.

 

Details

View activity log - Shows the history of this letter.

Delete/Un-delete

Deletes or un-deletes this letter. Once the letter is deleted and saved it cannot be un-deleted.

Edit letter's recipient

Opens the letter's recipient in the Profile editor.

Select

Tools for selecting letters, including by their status.

Selected letters

Options for performing operations to all of the checked letters at once in addition to tools listed above for a single letter.

Save to a file

Takes all selected letters and saves them to a single, combined PDF, RTF or HTML file.

Print mailing labels

For all of the selected letters, prints mailing labels with the person's address (includes envelope formats.)

Change status

Allows you to manually change the status of a letter, e.g. Undeliverable.

Change method

Allows you to manually change the method of a letter to try sending it a different way.

Change kiosk visibility

Allows you to manually change whether a letter should be visible on the kiosk.

 

Add/remove "letter recipient" to list

Adds or removes the person receiving the letter to/from the specified list.

Empty letters - letters for which VSys only created a mailing label, rather than the full letter - show in the Letter manager in italics.

In This Section

Letter Manager Criteria

See Also

Letters, Mailing Labels and E-mails

Setup Letter Types and Templates

Mail Merge

Sending a Quick Letter

Basic Mailing Labels

Custom Mailing Labels