Printing & Mailing Replacement Membership Cards

Go to the constituent’s record and click Write Letter from Template (under Tasks)
Name the letter Replacement Cards
Click the Magnifying Glass to select the template, then hit the blue search button
Click on One Off 1 Card Membership or One Off 2 Card Membership, as appropriate, and hit Select
Set the interaction type to Letter and hit Save
Click the green arrow button next to Attachment
Click on the link to the letter to download
Open the letter: For one-off cards, Altru automatically adds an expiration time after the date, which you will need to delete
Print the letter
Repeat these steps to print your envelope, only choose Membership Envelope as the template
Take the letter from the printer and remove the card(s)
Attach the card(s) to a copy of the Card Replacement Note 1 Card or Card Replacement Note 2 Card, as appropriate
Insert the note and cards into the envelope and mail

Blanton Museum of Art: Altru Guide