Notices

🗓️ Times / Locations

Wednesday, Sep 23 | 8:15 - 9:30
Thursday, Sep 24 | 9:45 - 11:00

Ballroom D

👤 Trainer

Hannah Roethle

📄 Class Topics

Professional Communication

Notice for Different Parts of the Program

Features of Notices

• Letters

• Cards

• Email

• Pull in Database fields

• Continuation of your branding

Organizing Notices

• Navigation

• Select/Add

• Add/Edit/Duplicate/Delete

• Adding and Duplicating you’re prompted to provide a name

Setting Access

• View

• Modify

Categories

• Optional

• On-the-fly and MCS

• Assigning a category to New and Old Notices

Formatting/Editing Notices

• Formatting Palette

• Insert Options

• Find and Replace

• Custom Dictionary

Delivering, Tracking, and Resending Notices

• How to Print or Send a notice

• How to View the last time a Notice was Sent

• How to see Sent Notices from Address/Individual/Giving Unit Notice tab

• Individual Sent Notice Record window

• Re-send a notice

📁 Related Resources