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Merging Letters/Emails

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In Theatre Manager there are multiple ways to merge a Form Letter to a Patron. This can be done as a single process or as a batch process. Below are the ways to merge a letter.

Merging a Letter or Email to a single Patron

  • A letter can be merged from the Letter Tab of the Patron window. Click here for more information.
  • A letter can be merged from the Membership Detail window. Click here for more information.
  • A letter can be merged from the Volunteer Detail window. Click here for more information.
  • A letter can be merged from the Donation window. Click here for more information.

Merging a Letter or Email to multiple Patrons

  • A letter can be merged to multiple Patrons at one time. Click here for more information.
  • A letter can be merged with an existing Mail List of Patrons. Click here for more information.

Deleting a Merged Letter

  • A letter can be deleted from a single Patron record. Click here for more information.
  • A batch of letters can be deleted after being merged. Click here for more information.

Quick reference information for Merging Form Letters

Cheatsheet

Video