KELL360 Merge Documents
KELL360 comes preconfigured with document merge functionality through Apsona Document and Email Generation. You will receive training on how to use this functionality as part of your project and can find the full documentation for the application here.
Contact Donor Profile
KELL360 has a preconfigured merge template for a basic donor profile that can be accessed from a contact record or generated en masse through the Apsona application. To create the profile for an individual donor, simply click the 'Create Donor Profile' button. Once the merge action is complete you can dowload the merged Word document.
Basic donation acknowledgement
As a part of your KELL360 implementation KELL will configure a basic acknowledgment letter for donations using Apsona functionality. Your answers in the KELL360 workbook will be used to design this template.