The Form Letters Menu

The Form Letters Menu is used to access both the features of the Form Letter module and settings for individual Form Letters. This menu is located on the menu bar in Theatre Manager.

Alternatively, you can open Form Letters via the Letters button on the main Theatre Manager toolbar / ribbon bar.

Quick Reference information (Quick Reference Guides, Cheatsheets and Videos) is available for some Form letter functionalty. Click here to access the Form Letter specific links.

Parts of the Form Letter Menu

Form Letters	This selection opens the Form Letter List window. Click here for more information on the Form Letter List window.
Recent Form Letters	This sub-menu lists recently accessed form letters for editing, and merging. For more information on the Recent Form Letters menu, click here.
Tasks	This sub-menu allows access to the printing features for letters and labels. For more information on the Tasks menu, click here.
Format	This sub-menu allows access to the different format features available when creating or editing a letter. For more information on the Format menu, click here.
View	This sub-menu allows changing the view options for the current document. For more information on the View menu, click here.
Scale	This sub-menu allows changing the zoom options for the current document. For more information on the Scale menu, click here.
Insert	This sub-menu allows the insertion of objects into the current document. For more information on the Insert menu, click here.
Show Data	Clicking on this menu option will convert all merge fields to date taken from the database. This is for viewing how the letter will look when merged.
Document Info	This will open the Form Letter Info Window for the current document. For more information on the Document Info window, click here.

Search Function

You may search for donation receipts using a variety of fields. The search fields can be selected from the drop down list located in the upper left portion of the window.

Patron #	Use this search field to locate donation receipts for a range of, or a specific patron number.
Name/Company	Use this search field to locate donation receipts for a particular patron, or a range of patrons based on letters in their last name or company name.
Last Name	Use this search field to locate donation receipts for a particular patron, patrons with the same last name, or a range of patrons based on letters in their last name.
Company	Use this search field to locate donation receipts based on the company a patron works for.
Fiscal Year	Use this search field to locate donation receipts based on the fiscal year that the donation was received.
Donation Date	Use this search field to locate donation receipts based on the actual date that the donation was received.
Campaign Name (Internal)	Use this search field to locate donation receipts based on the internal name of the campaign type assigned to them.
Receipt #	Use this search field to locate donation receipts based on the receipt numbers that were assigned to them.
Receipt Printed	Use this search field to locate donation receipts based on the actual date that the donation receipts were printed.
From and To	Use these fields to enter in search parameters based upon the field you are using to search.
	This button will begin a search for donation receipts that match the specific search criteria set in the from and to fields.
	Opens the selected Donations Detail window.
	Unprints the receipt for the selected Donation.
	Exports the data from the Donation Receipt List out of Theatre Manager as a tab-delimited file to be used in other programs.
	Generates the Donation Receipts List as a report with the results of the searched for patrons found in the displayed list.