Two questions for those of you who use Contact Address Attributes (to mail to specific contacts)... 1) Would you mind sharing what you have in that data table? In other words, what are your different segmentations? (ex. invoices, solicitations, invitations, Annual Fund, Annual Report, etc.) 2) Based...

Hi Janet This is a really frustrating area of RE that I hope Blackbaud will continue to develop. I've been doing a lot of digging for solutions, and I think I found one. When you're in address processing, under org addresses, click on "Contact Address Attributes", select the option...

Sending this out again, fishing for some feedback, could really use some... I'm curious to know if anyone has found luck with using contact attributes and contact address attributes. If so, how does your organization use these attributes? I'm considering the following... (Note: If I go this route...

Hello everyone For as long as I've used RE (9 years), I've had the dilemma of how to accurately target corporate/foundation contacts for mailings. At both organizations where I have worked, we have simply tagged anyone who is a contact in any way as "Primary Contact". While this picks...

In Export, when you select Contact > Name you should get a pop up asking how many contacts you want to export - select 1. (you can also get to options by clicking 'Criteria' box when contact field is highlighted in you output fields) On the Relationship Type tab of the pop up chose "selected...

Me again.. I'm STILL trying to build a working Acknowledgment letter process that doesn't involve manually changing thousands of letters throughout the year... My latest challenge involves gifts from organizations.... I'm using Export to kick out all the fields I need. So we get a $500 gift...

Janet, don't have the ideal solution. For your example, if you want mailing to go to all marketing contacts and to primary contact when no marketing contact you could try - not sure if it will work and too busy today to spend a lot of time testing - For your mailing select Org Address > Contact...

Hi all, I am struggling with how to pull specific contacts for different orgs when we have large and small organizations. For a small organization, the "Primary Contact" does everything and is the only contact I have. In larger orgs, I may have many contacts. With the current mailing I'm...

[quote user="Marcel Hart"] I would like to know the best way to identify the contact who is to receive the pledge reminder when I process pledge reminders in RE:Mail? I have been looking at individual attributes - but if the contact is the secondary contact and I also need to send reminders...

Hello, I am wondering how you manage tracking politicians in RE. We want them to be on our mailing list, but right now it is a mess. Do you set up individual accounts for each? What happens to the account when their term is up? Do you set up a single account for the office (e.g. NYS Assembly, City Mayor...