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Using CDM+ Desktop
Using CDM+ Desktop
Breadcrumbs

Creating, Duplicating, and Deleting Notices

The example below is an Individual Letter Email from the Membership Reports menu, but the steps apply to any Notice (letter, card, email) in CDM+.

  1. Go to Reports → Membership Reports → Notices → Individual Emails.

    Navigation to Individual Emails


  2. A new window will open. Click Notice from the left sidebar, and then click the Select/Add button.

    Individual Emails window with the Notice button highlighted in the left sidebar and an arrow pointing to the Select Add button.


  3. A new window opens and displays existing notices as well as notice categories.

    Select Individual Emails window.


  4. In this window, you can Add, Duplicate, Rename, or Delete a notice you previously sent.

    Select Individual Emails with the Add, Duplicate, Rename, and Delete buttons highlighted.

The Duplicate function is especially helpful if you wish to start with a previously sent notice that you know has the format and graphics you need. By duplicating it, you can edit one copy for your current needs and still preserve the original as a record of what was sent.

Using an Existing Notice

  1. To use an existing notice, click it once to highlight it and then click the Choose button.

    Select Individual Emails window with a notice selected.

See the Formatting/Editing Notices article for help in editing the content of the notice.

Adding a New Notice

  1. To create a new notice, click the Add button.

    Select Individual Emails window with the Add button highlighted.


  2. Give the notice a name that will help you identify it when you wish to use it again. This name does not appear on the notice itself. Click Ok.

    Select Individual Email window with a pop-up asking you to enter a name for a notice.


  3. You will see the new notice in the list. Click once on the name of the notice to highlight it and click Choose in the bottom right-hand corner.

    The Select Individual Emails window with an arrow pointing to the selected notice. Choose is highlighted in the bottom right-hand corner.

     

  4. The new notice name will now appear in the notice report window, but the Body field will be blank. Click the Change button to type and format the letter.

    Individual Emails window with the Change button highlighted in the bottom right-hand corner.

See the Formatting/Editing Notices article for help in editing the content of the notice.

Duplicating an Existing Notice

  1. To duplicate an existing notice, click to select a notice and click Duplicate.

    Select Individual Emails with a notice selected and the duplicate button highlighted.


  2. You will be prompted to give this notice a name. The default name will be the name of the existing notice followed by a number. Give the letter a name that will help you identify it when you wish to use it again. This name does not appear on the letter itself.

    Select Individual Emails window with the pop-up box where you an enter a name of the notice.


  3. After naming the notice and clicking OK, you will see the new notice in the list. Click once on the name of the notice to highlight it and then click the Choose button. 

    The Select Individual Emails window with an arrow pointing to the selected notice. Choose is highlighted in the bottom right-hand corner.


  4. The new notice name will now appear in the notice report window and the Body field will contain the content of the duplicated notice. Click the Change button to edit the letter.

    Individual Emails window with the Change button highlighted in the bottom right-hand corner.

See the Formatting/Editing Notices article for help in editing the content of the notice.

Renaming an Existing Notice

  1. To rename an existing notice, click it once to highlight it and click the Rename button. 

    Select Individual Email window with a notice selected and the rename button highlighted.


  2. You will be prompted to give this notice a new name.

    Select Individual Emails window with prompt asking you to enter in a name.


  3. Give the notice a name that will help you identify it when you wish to use it again. This name does not appear on the notice itself. Click OK.

    Select Individual Emails window with prompt showing the updated name.

Deleting a Notice

You must have ownership of a notice to be able to delete it. To learn more about ownership, click here.

  1. To delete an existing notice, click the notice once to highlight it and click the Delete button. 

    Select Individual Email window with a notice selected and the delete button highlighted.


  2. You will be asked to confirm that you wish to permanently delete this notice; click Yes.

    Select Individual Emails window with a pop-up asking to confirm you want to delete this notice. Yes is highlighted.

You also have the option to delete multiple notices at once. However, you can only delete notices in a row. Click on the top notice you want to delete, hold the Shift key down, and click on the bottom notice you want to delete. This will highlight all the notices you want to delete. Click the Delete button. You will be asked to confirm that you wish to permanently delete this notice; click Yes.

Select Individual Emails window with several notices selected.

If you are an administrator, you can delete notices from the Administration window. Click here to learn more.