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3 up receipts using conditional mail merge outside of RE

Last post 10-09-2008 12:15 PM by Laurel Quaintance. 1 replies.
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  • 10-08-2008 1:13 PM

    3 up receipts using conditional mail merge outside of RE

    I'm hoping someone (Melissa? are you out there?) Big Smile or someone can help me with this. I created a word document 3 years ago that could merge with excel that I export from RE to do our receipts all at once as opposed to using the mail/donor acknowledgement & receipts functionality in RE. My boss has now finally gotten back to me and wants me to do this starting next year so now I have to make some 'changes' and I can't figure out how I did it in the first place

    Our PC's have been upgraded to MS Word 2003 since then and I'm having trouble figuring out how to do the conditional statements so any tips would be appreciated. 

    I am trying to highlight the Gift Receipt amount merge field and apply 2 conditions to it. If Gift Type = 'Pledge' Then '$0.00' and if Gf_SCMGFlag = 'Soft Credit' then "$0.00"

    I'm also trying to use a text box to static place 'Pledge' and 'Soft Credit' if anyone has thoughts on that.

    I am using Shift F9 in word to see my old condition statements:

     

     

               

    Laurel Quaintance
    Manager, Fund Development Services
  • 10-09-2008 12:15 PM In reply to

    Re: 3 up receipts using conditional mail merge outside of RE

    I've added my word doc

    Laurel Quaintance
    Manager, Fund Development Services
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