If you’re initiating correspondence to a Board member (potential, current, or former), you can create mail from the Board Member page. Sending mail from the Board Member page lets you use form letters that contain board merge fields, which means you can merge appointment dates, confirmation dates, seat names, and other information pertinent to each board member’s assignment into his or her letter.
To send mail to a Board member:
Click the check box next to the member or members to whom you want to send mail.
Select the Send Board Letter action.
Complete fields on the Mail Record page.
Select the Print Final or Send E-Mail action or place the letter in a batch by selecting the Add to Batch action.
When you select multiple Board members, a targeted mailing is automatically created.