With the Kananas CRM you can combine information from your contact list data or income/expenses, with a document template.
The documents produced by this “merger” can be edited or sent by email. This allows you to automatically label envelopes, labels, postcards, brochures, donation receipts, newsletters, and any other type of documents intended for bulk mailing.
Writing the document template
In the “Documents” menu, choose the “model document” tab and select “add”.
The document writing interface allows you to format it like a word processor (fonts, styles, etc.) but also to insert information from your database:
- dynamic contact fields: name, address etc.
- information from a revenue/expense
- images from your Drive
These fields will be replaced at runtime by their value stored in the database.
Example of adding a dynamic field, place your cursor in the document where you want to add a field and click on the “+contact field” button:
There are two types of documents, those which repeat per page (1 contact = 1 page) and those which repeat per line (1 contact = 1 line). The choice is made from the “repetition type” field.
Tip: to precisely fit your text on the page, place it in a table where you adjust the column width (right-click on the table to modify its characteristics).
Population selection
In the “Contacts” view, filter the contacts according to your criteria then click on the folders for which you wish to carry out the mailing.
Tip: You have a checkbox at the top of the table allowing you to select all folders.
Once the selection has been made, click on “Print a standard document” or “Send standard document” (by email) in the collective action function, then select your document then OK.
Printing
By clicking on “Print” (printer icon) you can print the result of merging the chosen document with the selected population, all you have to do is print it.
Once the document template is created, you can reuse it as many times as you want, on any population.
In the “contact” view, if instead of choosing the “Print” function you choose the “send a standard document” function, an email will be sent to each of the selected contacts with the content of the chosen document merged with the database data .
Documents based on payment data
If your document uses fields from revenue and expenses, you must then carry out the same procedure as above but starting from the journal of the finance section.
Using payment data, you can, for example, create your check remittance slips or a donation receipt.
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