New Form Letter Window

The Form Letter Info Window opens when a new Form Letter is created, or by pressing the Info button on the Form Letter Window.

Parts of the Form Letter Info Window

Form Letter Details

Name File name of the Form Letter
Email Subject The email subject heading if the form letter is designed to be emailed to patrons
Folder The Form Letter Folder where the letter will be saved
Data The type of data that can be contained within the letter. Refer to file selection for mail lists for additional assistance as the merge fields on a letter follow the same principles as the search criteria on mail lists or reports.
Unsubscribe List If an email is to be sent out with an unsubscribe capability on it, you need to specify a mail list to track the unsubscribes. This allows you to pick a default for each mail list. you can use the same one for many letters if you want one common list for unsubscribe tracking.

If none is specified as a default, you can always specify one on the merge window

Form Letter Options

Base Template A template form letter containing some base content or formatting that will be automatically included in creating this letter. An example of a template might be a letterhead. The default 'Normal' template usually has nothing other than an empty page.
Access Groups You can specify who has access to this letter using the access groups feature
Active Indicates if the displayed Letter is active or not
Cover Letter on Invoice Emails or emailing tickets When checked:
  • the letter must be based on patron information
  • It must be active
  • It cannot contain a row of fields in a table
If the above are true, the letter can be used as a cover letter template for emailing invoices or tickets to the patron from the order window.
Retain all history for letter Cannot automatically remove any form letters from a patron's letter tab during any purge process set up in system preferences

Template Options

Make this document a template The current letter will be saved as a template to be used for future letters