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Setting Sending and Routing Options

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The Merge Form Letter Window opens.

For more information about the Merge Letter Window, click here.

  1. Make the following selections appropriate to your needs.
    Duplicates Set the radio buttons to reflect the type of letter output you'd like for your mailing. Choices are:
    • One per receipt - there will be one letter for each receipt in the record.
    • One per patron - Patron receives just one mailing and the Receipt data in the letter is ignored. While this will limit the number of letters to a single patron, several patrons in the same household could receive letters.
    • Consolidate tickets (Patron) - the receipt data is consolidated into a table (rather than being ignored) and each patron will receive one letter based on that table of receipts. Several patrons in the same household could receive letters.
    • Consolidate tickets (Household) - Generates one single letter for the primary household patron. This is the method to ensure one letter or mailing for each household
    Routing Set the routing for your letter to - Print or Email. If you choose Email, you can then choose "If no email address", then either Ignore or Print the letter.
  2. Click the Merge button when you see the list has been narrowed down.