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Printing & Mailing Replacement Membership Cards
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
, multiple selections available,
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