Use this link to share with your colleagues:
How to Generate Individual Mail Merges in PatronManager: https://help.pm.leapevent.tech/a/999279
In PatronManager, you can generate mail merge documents directly from a Donation record - great when a patron loses their letter for tax purposes, or just for every day acknowledgment. Let's get it done!
1. Use Global Search to find the Donation record you want
2. Click the Mail Merge action
Don't see the Mail Merge action? You may still need to create it or add it to the page layout.
3. Choose your mail merge template and click "Generate"
Don't see an appropriate mail merge template? Create one here!
4. Click "Save" to log that you've created the acknowledgment letter, and then...
5. ...Head to your email inbox to find the merged document
You've generated a mail merge to acknowledge another donor! Give yourself a round of applause.
