E-mailing a cancellation letter

DISCLAIMER: This article involves Advanced Customizations, which can be technically challenging to get working and is not part of standard support.  This is programming and must be done precisely or the results can be unpredictable.  This information is provided as a service for those who have the technical skills to work through it -- we cannot help you solve any issues with getting it working.  For more information about Advanced Customizations, see the full documentation:

https://campgroundmaster.com/help/overview32.html

There was an article published before showing how to import an E-mail receipt and modifying it to be a cancellation letter.  Now in version 9.1 there is a specific Sample Form you can import that's already designed as a cancellation letter, which also includes the new transactions table.

1. Go to Maintenance / Advanced Customizations / Forms

2. Click the Import Form(s) button, and you'll get a typical Windows file-open dialog labeled "Import Forms".

3. You need to locate the sample Forms folder, which is typically C:\Program Files (x86)\Campground Master\Samples (most likely you just need to double-click the "Samples" folder to get there, but you may have to navigate to the C: drive first using the "Look In" drop down at the top").

4. Now select the appropriate file, "Sample Forms - E-mail cancellation with transactions v9.1", and click Open.  (Make sure you import the one with "v9.1" in the name so it has the newer transaction table).  You might get some warnings about renaming some items, just click OK.

5. Scroll to the bottom, where you'll see the new form. You could use it as-is, or modify the text in it as needed.

Modifying the text:

You might want to make a copy of it so if you make a mistake you can start over without having to import it again (or to have multiple versions). Just select it and click Copy selected form(s). Now select the form (or your copy) and click "Edit form definition" (or as with most lists like this, you can just double-click the entry to edit it).

Then you'll need to look through the elements for the text to change.  For instance, the two near the bottom starting with "We're sorry you weren't able to stay" and "Please let us know if we can be of service".  Edit the elements and replace the text as needed.  Be sure to refer to the documentation if you don't understand the details of editing elements.

The Form(s) added will now appear in the Select Form list whenever an E-mail function is selected, e.g. "Send E-mail Form" from Reservation Transactions.