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Mandates Letters

Designing Mandate Letters

When creating letter templates, the data source must be "mandates". From the list of letter templates, right-click on the letter and select Properties, or from the template itself click on Letter properties, set Data source to Mandates. Letter templates set up like this are not available in the standard mail merge tools.

Linked Graphic

Sending Mandate Letters

From the Mandates Manager, you can send letters which refer to the specific mandate shown. Right-click on any mandate to send a letter to that mandate's volunteer, or check multiple mandates to send letters to more than one volunteer at a time. Letter templates designed for both mandates and people are available here, though only those designed for mandates can include mandate information. You can also right-click on a mandate from within the Profile Editor to send one right then and there.

See Also

Mandates

Entering Mandates

Crediting Hours to Mandates

Mandates Manager