I work for a small non-profit organization. In addition to developing a contact table, I’ve uploaded donations into a separate table which contains relevant data for each donation, such as date, amount and purpose. This donation table references donor specific information such as address.
I’d like to find an easy way to create thank you notes in bulk. All the necessary data fields are in the donation table. From the donation table (or using an interface form) I’d like to choose a specific group of donations for which thank you notes will be prepared. Using a letter template, I’d like to insert name, date, and donation amounts for the selected donations. Ideally, I’d like the thank you notes to be created in an editable format (perhaps word or a PDF document). Hard copies of the thank you notes will be mailed. After reviewing and printing the thank you notes, I’d like an easy way to tick them off as completed.
AirTable has been a cost-effective solution to our business needs, and any guidance would be deeply appreciated.
