Customize Form Text (Donations)

Use this tab to customize the forms generated for records relevant to this module. These forms are printable via the 'Print Forms' button for the Donations View.

The Form Text tab

Select the form to be customized

Choose the form to be defined. The forms defined here include these.

Form	Description
DONATION CONFIRMATION	This is a text blurb that will print at the end of a Donation Confirmation Notice.
DONATION PLEDGE LETTER-CUSTOM 01	This is a text blurb that will print at the end of a Donation Pledge Letter.
DONATION FORM LETTER-CUSTOM 01-05	There are 5 generic Donation Form Letters that can be defined. These are printable via the Donations File Cabinet/Batch Forms. These forms will be addressed to the donors specified in the Donation File Cabinet.
DONATION FUNDRAISER FORM LETTER-CUSTOM 01-05	There are 5 generic Donation Fund Raiser Form Letters that can be defined. These are printable via the Donations File Cabinet/Batch Forms. These forms will be addressed to the donors specified in the Donation File Cabinet
NOTE TEMPLATE 01-20	There are 20 definable note templates. Note templates are not printable forms in and of themselves. Rather, these are 'templates' that can be added to a note record via the NOTE TEMPLATE button. The form title is used to define the template name. The template content itself is defined in the form text box.

Tip - Note that these are not the only available forms in Shelter Pro. Each of the modules has module-specific forms which can also be customized. See the various other 'Customize' topics for the other modules for more information.

Form title

Set the form title that will print on this form.

Tip - set the form title to blank to suppress a form from the selection of available forms that a user can select and print. Form titles can be case-sensitive.

Font size override

Set the font size for the print of the form. Hint - setting this to zero (0) will cause the form to use the 'default' font size for all forms. The default font size is defined on CUSTOMIZE/GENERAL INFORMATION/FORMS. If overriding the font size on a particular form, the available options are 8, 9, or 10.

Copies

When this form is printed, this is the number of copies that will be generated. This is used when a user selects the 'Print' option on the various 'Print Forms' screens. Also, note that a user can use the 'Print Override' option on 'Print Forms' screens to change the number of copies that are printed.

Form text

This defines the text that will be printed in the 'body' of the form when printed.

Suppress bar code

If barcoding is enabled via CUSTOMIZE/GENERAL INFORMATION/FORMS, use this switch to disable the printing of a bar code for a particular form.

Print phone number on form

If a form is selected that includes a person's name and address, this switch determines if the person's phone number(s) also print.

Print email on form

If a form is selected that includes a person's name and address, this switch determines if the person's email address will also print.

The Esignature tab

As of this writting, the Esignature tab is not avialable through the donations tab. Look for this feature to be avialable in a future update.

The Email tab

This is the content that will print in the body of an email when this form is emailed to a person.

Enter the email message, purpose, instructions, etc in this box. The recipient will see this content when the email is opened. Note that the form itself will be a pdf/file attachment the person will receive. For more details on how Shelter Pro handles the sending of email, see Email.

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