How do I generate a letter for a single contact?

Overview

Generating a letter for an individual contact allows you to create personalized communications without running a full report. 

Step 1: Access the contact record 

1. Navigate to the Contact Overview page for the desired contact 

2. This can be done by searching for the contact and clicking on their name 

Step 2: Open the Generate Letter function 

1. From the Contact Overview page, click on "More Actions" 

2. Select "Generate Letter" from the dropdown menu 

Step 3: Configure the report columns 

1. The system opens a Contact Records Report filtered to just this contact 

2. Edit the columns to include all fields needed for your mail merge template 

3. Make sure these columns match the merge fields in your template 

Step 4: Generate the letter 

1. Click on Report Actions > Generate Letters 

2. Select your preferred template 

3. Choose whether to update contact history with a result of "Mailed" 

Step 5: Access your generated file 

1. Once processing is complete, your file will be available in My Export Files 

2. Download the file to open it in your word processor 

3. Print or distribute as needed 

What else do you need help with? 

• Understanding Mail Merge Letter Generation 
• How do I generate acknowledgments for contributions? 
• How do I generate letters from My List?