User Support Forum

We've using the email feature to send out the quarterly contribution statements. Our pastor has traditionally written a letter that was sent with the statements. With the use of the email feature, the Financial Secretary has had to retype that letter into the "note" field. Is there a way to either import the Pastor's letter as an attachment or to copy/paste it into the field? I'm trying to avoid requiring that she re-type this letter.

Thanks!
Margaret

Margaret wrote:We've using the email feature to send out the quarterly contribution statements. Our pastor has traditionally written a letter that was sent with the statements. With the use of the email feature, the Financial Secretary has had to retype that letter into the "note" field. Is there a way to either import the Pastor's letter as an attachment or to copy/paste it into the field? I'm trying to avoid requiring that she re-type this letter.

Thanks!
Margaret

She should be able to 'Cut and Paste' the letter into the field just as you can with any Windows program.

Yes, you should be able to copy and paste.

It may be a better idea to copy and paste into the e-mail body itself, rather than into the notes field on the statement itself.

Also, file attachments are disabled for Contribution Statement e-mails, since there will already be a file attachment of each statement PDF.

Thanks. I think it is likely to be a case of "user error." I'll try to meet with our Financial Secretary and show her how to do this. Thanks again!