Coming in a little bit late here, but my organization has 46 letter types, and each letter has three to six sub-types for a total of 182 different letters. On any given day, any one of these 182 letters might need to be sent, and 95% of these letters include enclosures - informational brochures, EFT...

We are in the process of a capital campaign, and I am getting more and more gifts to be paid by credit card over a number of months or years. Of course, each has a different requested date (the first of the month, the 15th, quarterly, only on blue moons...). Other than manually creating Actions for each...

Hi - I am looking for a sample policy for sending reminders out on outstanding pledges. Currently, we have actions set-up in the constituent's record which appear on our home-page, but I would like to see how others handle these reminders. Thank you!