Configuring Membership Type Additional Details
Select the default stationery template to be generated for an enrollment.
Enrollment letters are setup in the Welcome Letter report group.
Note:
Additional Details is available when the membership class is Loyalty Program for the membership type.Editing Membership Type Additional Details
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From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
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Enter search criteria , then click Search.
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Select the membership type in the search result, then click the vertical ellipsis Actions menu and select Edit.
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Click the Additional Details link.
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Click Edit and complete the following:
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Enrollment Letter: Select a template from the list to specify the default letter to be sent when a member is enrolled.
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Click Save.
Related Topics
Parent topic: Configuring Membership Types