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thankQ Help

Navigation: BEQUESTS > Write Letters associated with Bequests

Write Bequest Letters from Contact Details form

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1.Click the drop down beside the Write button on the tool bar.

2.Select Write Bequest Letter (this Contact) or Write Bequest Letter (this selection).

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3.Select a Mailing Preference or no Mailing Preference and then select OK.

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4.Locate and Open the template letter.

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5.Print and Exit the merged letter.

6.Click Yes to Log the letter into thankQ.

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7.Enter a Subject and click OK.

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The Letter can be found under the Communication tab of the Contact and the Bequest/Legacy tab with the Category of Bequest.

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