Contacts Settings

It is recommended that you set up your Contacts database parameters before beginning to enter data into Contacts. The Setup Contacts screen is where you will add your donation funds; define your membership types; set up mail merge letters and emails, including membership renewal letters; create default thank you letters for donations, in-kind gifts, pledges; compose your default membership dues receipt; and identify volunteer projects.

Access Setup Contacts Screen

1.Go to "Settings" on the Main Navigation Bar

2.Click "Contacts Settings"

From Contacts Settings, you may modify the following items:

Letter & Email Templates: for creating general mail merge letters and emails, including membership renewal letters

Funds: for setting up donation funds and fund-specific thank you letters

Membership Types: for identifying your membership types, dues amounts, and codes

Membership Subtypes: for identifying your membership subtypes and codes

Volunteer Projects: for listing volunteer projects

Pledge & Receipts Letter Templates: for composing default documents for development transactions