How to Configure the Letterhead Dropdown List 

A letterhead is the heading that appears at the top of the donor letter. It enables you to personalize correspondence to donors and imparts a professional appearance to a letter. Select the desired letterhead option.

In the setup for the donor report, letterhead graphics are stored in the Letterhead dropdown list. To make a letterhead graphic available for a user to insert into a donor letter, you must first add it as an option to this dropdown list. The instructions below show you how to do this. You create up to five letterhead options. 

 This procedure assumes that you have created and saved a letterhead graphics file on your computer that you want to make available to users to add to donor letters. If you do not plan to use a graphic letterhead or if you intend to insert one that only consists of your organization's name and address, you can skip this procedure. This topic shares some guidelines for creating a letterhead graphic: Guidelines for Creating a Letterhead for Donor Reports.

1. Open the Donor Reports page.
2. In the upper right, click this button:  . From the displayed menu, select this option:  Contents.
3. For each letterhead graphic that you want to add, complete the following:
   3. On the Statements tab in the Letterhead section, click  (Add new Letterhead).
   3. In the Name field, type a descriptive name for the letterhead.
   3. As shown below, position your mouse on top of the File icon to display the Change button. Then, click the Change button.
      
      
   3. Navigate to the location on your computer where you saved the graphic file and open it.
   3. The selected image replaces the File icon. Click .

The system adds the graphic file to the Letterhead dropdown list in the report setup, making it available for users to select and add to the donor letter.

  If you ever need to edit the name of an option or remove it from the Letterhead dropdown list in the report setup, go to How to Manage Options in the Letterhead Dropdown List for instructions.

 

Related Topics

About the Donor Reports Page

Guidelines for Creating a Letterhead for Donor Reports

How to Manage Options in the Letterhead Dropdown List

 

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