Contacts Settings

It is recommended you set up your Contacts Settings 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.

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