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Emailing SB Statements

Last post 11-20-2009 10:26 AM by Jerry Hart. 1 replies.
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  • 11-03-2009 7:28 AM

    • Rachel Welsh
    • Top 150 Contributor
    • Posts 52
    • Organization: The Shipley School
    • Products:  Blackbaud NetCommunity, Online Campus Community, The Education Edge, The Raiser's Edge

    Emailing SB Statements

    I know that BB doesn’t have a way for us to email statements but I’m wondering if anyone has anyone has used an export in combination with MS Word email merge for doing this? While we do this for our conduct reports (it works very well), I’m slightly uncomfortable with emailing a statement that is not in PDF form. 

     

  • 11-20-2009 10:26 AM In reply to

    Re: Emailing SB Statements

    Rachel,

    If you are exporting to a Word merge, consider creating a Crystal Report for your bill.  If you do, there are some really neat things that come from the result, one of which is creating individual HTML documents.

    For $58 you can buy Worldmerge which does everything Word e-mail, but it can also attach individualized HTML documents so you can mail XXX's statement to XXX.  We have done this with scheduling, Parents' Day info, and other projects.  Every time we do something with Worldmerge,  I think we should send them more money.

    We also have a pricier PDF splitter which can create individual PDFs with file names based on an ID field.  Using the Worldmerge program, you can also set it to send these personalized PDF attachments.  A little work with CSV files produces incredible results.

     Call if you want to pursue this path.

     Jerry

     

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