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conditional mail merge » donor acknowledgement letters (RSS)
  • Keep Format in Mail Merge

    Hi, Our mail merge was working great, and then I had to update the letters. My issue is this. Once I merge the letter and it opens up in Word, it changes the format. In RE Mail Word Wizard, I make my margin 2" from top. Once I merge it and it opens again in Word, it goes back to 1" margin from...
    Posted to Forum by Cheryl Pauls on 01-27-2011
  • Donor acknowledgement letters

    We use a conditional mail merge with the donor acknowledgement letters in RE. It has worked fine until we upgraded from Microsoft Office 2000 to Office 2007. Now the merge will not run. We get error messages like: Word is unable to create a link to the object you specified. Word is waiting for another...
    Posted to Forum by Nancy Williford on 04-26-2010
  • Conditional Mail Merge - Letter Criteria

    I need to be able to pull pledges w/in a date range an ffrom the reaults, send letter to each constituent based on pledge amount. I have created 4 letters and 4 levels: Less than $25 print Letter 1 $25 - $499 print Letter 2 $500 - $2,499 print Letter 2 Greater than $2,500 print Letter 3 How to set-up...
    Posted to Forum by Syphoe on 09-02-2009
  • Customizing Ask Strings

    We are in the process of revamping our acknowledgement process. As part of this, we are now attaching a solicitation to gift receipts. I am using donor acknowledgement letters to do this--so far so good. I need to include an ask string, we want to do: amount, amount X 1.5, amount X 2, other. Obviously...
    Posted to Forum by Tony Lee on 10-02-2008
  • Acknowledgment Letters and Receipts on one form

    We've recently decided to merge our acknowledgment letters and receipts into one document with the bottom third of the page representing the donors tax receipt and the top two thirds being the acknowledgment letter portion. This has been very problematic since the acknowledgment letter portion is...
    Posted to Forum by Derrick Shearer on 09-29-2008
  • Re: Setting Up Contacts within Organizations - Mail Merge

    We also have organization records that contain relationships for contacts. Because we have multiple contacts at most organizations, we have created a couple of different contact types (Primary, Newsletter, Special Events, etc.). When we run our thank you letters, we use the Mail tab, Donor Acknowledgement...
    Posted to Forum by Stephanie Crowley on 05-21-2008
  • Conditional mail merge - 2 step

    We are trying to set up a 2 step conditional mail merge from RE. We would like to use the conditional mail merge donor acknowledgement letter from within RE using the RE merge fields but would like the merged letters to export out to Word with Word merge fields still actively intact within the body of...
    Posted to Forum by Nancy Williford on 03-29-2008
  • Mail template doesn't retain once merged into Word

    I have set up conditional donor acknowledgement templates through RE: Mail that incorporates many letter templates with varied page set-up parameters (plain, legal sized, left-indent to fit our letterhead, etc). When I run a merge and run only the letterhead template, it merges into Microsoft Word with...
    Posted to Forum by Beth Schmieg on 02-25-2008
  • Soft Credit

    Sandy, We do the entry the same as you do, but we've automated it to print two letters by using Donor Acknowledgement Letters in Mail. On the General Tab we set it to Soft Credit Gifts to Both / Use distribution on gift. We use a conditional merge based on the letter code. Soft Credit to Both create...
    Posted to Forum by Sue Groom on 12-27-2006
  • Donor Acknowledgement Letter - format

    We have a conditional mail merge set up in Donor Acknowledgement Letters.We have recently encountered a strange problem that RE7 support attributes to a microsoft bug. The merge letter is defaulted to Times Roman and appears as Times Roman, but once we actually merge the letter in Mail The letter is...
    Posted to Forum by Ilene Weismehl on 06-08-2006
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