Creating Suspension Letters

There are a few different ways to create a Suspension Letter, you can either Print a Dues Statement out of IMSe once the members are Suspended, or you could create a custom letter to the member and do a Mail Merge.

Dues Statements

• Do a Member Search for Suspended Members
  • If you want just a select group of suspended members, include PTD After X Date from the Advanced Search
• Click on Member Export
• Click on Dues Statements
• Add a Note to the Statements
  • This will add the same note to ALL Member Statements
• Print the PDF Documents

Mail Merge

• Do a Member Search for Suspended Members
  • If you want just a select group of suspended members, include PTD After X Date from the Advanced Search
• Click on the Excel Export Button
• Save the Excel File to your computer
• Create a Word Document Template
  • This could be a template from prior months.
  • If this is your first time, I would suggest modifying your prior reports so you can easily re-create this letter each month.
• Run the Mail Merge Process
  • If you need help with the Mail Merge Process, review this how-to from Microsoft.
• Print the Letters