Add an Assign Letter Process

After you create a revenue letter, you must assign it to the revenue that the letter acknowledges. For example, you create the Pledge Thank You letter to acknowledge all new pledges. After the letter is created, you must assign it to revenue with a gift type of Pledge.

When a tribute is applied to a gift or pledge, the tribute letter defaults automatically on the Letters tab on a revenue record. At that time, the letter is associated with the acknowledgees for the tribute. Therefore, tribute letters do not require an assign letter process in Acknowledgements.

Note: The system administrator at your organization typically completes this process.