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How do I send a Member Letter?

There are two ways you can send a letter to your member. To send a member letter, choose one of the two options below:

Option A

  1. From the Main Menu, click on Member Records.
  2. Select the member for whom you wish to send a letter.
  3. Click on the Personal tab.
  4. Click on the Send Member Letter button in the lower-right corner.
  5. In the Letter Templates screen, select the type of letter you wish to send this member.
  6. Verify or change the Letter Values and click Next.
  7. You can now either Print or Export this letter.

Option B

  1. From the More Options Menu, click on Member Letters.
  2. Select the Letter Template you wish to use.
  3. Select the member for whom you wish to send a letter.
  4. Verify or change the Letter Values and click Next.
  5. You can now either Print or Export this letter.
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