Where do letter templates live???

Ken Hontz

Hey Community, 


Our team is working on a review of the letters we generate in RE/DBview. Obviously, LOL, there are updates needed.


Where can I find the letter templates used by the WordMerge without having to have an unacknowledged gift to merge? I know the database/system keeps them somewhere with a BBnnn name; but I'm clueless on how to find them. Until now, I've been fixing them as I have need to generate a specific letter; but this update project include letters used less frequently. 


Help!  Ken

Katherine Mannion

Config!


But also, if you use them in Mail>Donor Acknowledgement Letters for a conditional mail merge, you need to fix them in there too (with the unacknowledged gift to merge).

Wendy Dann-Marcel

Hi Ken

 

The letters should be under Config>
Letters.  There are other places letters can be created but
they are for a one off use.   If you don’t see the
letters in Config maybe check the Export tab.  Hope this
helps.

 

 

Wendy

 

Ken Hontz

Thank you for the replies. We're doing simple merge parameter files for each type of letter, driven by the campaign/fund/appeal of the gift. 


I was just hoping I could edit the letters without going through the parameter file/merge wizard to access the stored BBnnn letter template.


Ken

Keri Barnhart

Yuck, it's such a headache and confusing, isn't it?


Every time I need to update our letters, I have to write out a list of everywhere they live/how to access them and update them. I usually make a temporary gift on a test record with an old date and then set a query for that gift ID to pull into the mail parameters so i can get into the merge template. It seems to be the easiest way, and then I can modify the gift to whatever I need, so I can check the way a particular fund displays, or a simple Merge conditional works (such as If fund = A, reference this project, otherwise default - I don't mess around with the more complicated RE merge templates!)

Ken Hontz

Keri, it's looking like I'll have to go the test gift route also; tweaking for each letter/parameter file I have to update. It's ONLY 14 letters. LOL!


Ken

Wendy Dann-Marcel

Extremely confusing.  There?s that
dreaded Mail module and as far as I know you can only get to the
source document through the wizard.  Hopefully others may have
a work around.  I know of only 3 places you can set up a
letter: Mail module wizard, Config Letters and the Constituent
Record Word document.   I?m moving the letters to NXT in
hopes it will be a better experience.  I?ll keep you
posted.

 

Best,

Wendy

 

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