Can someone help. I normally sending TY letter using quick letter, to the families who named our org to be beneficiary of In Memorial donation. Now, I wanted to add the name of the deceased on every letter. On my query that I am using, I added the name of the decease to show up on the output tab. My...

Hi Cara and JoAnn, The functionality that JoAnn just mentioned on the Org tab is a great way to avoid having someone receive 2 mailings because they are both an individual and a contact for an organization. Another tool that you can use to 'de-dupe' a record that exists in multiple queries would...

Walk us through exactly how you did your pull for the mailing. Did you use Mail Quick letters and the segment tab. Unfortunately there are some issues with the HOH processing between segments.

We are having a problem that when ever we mail merge through RE Mail the resulting letters have spell check manually turned off. Now the template has it turned on, it is working on our regular documents but any time RE is involved it gets turned off. I was told by customer support that it was a Microsoft...

Something wrong when I execute Segment in RE/Mail/Quick Letters, it always frezen. Here is what I did: 1. I created queries of kill list, and donor lists, 2. in RE/Mail/Quick Letters/Segment, "segment mail run" ticked. Put query names on "Input Query" with "kill list" query...

Hi everyone, I was curious as to how other organizations track their non-appeal related outgoing mail. Items such as birthday cards and magazines. Do you assign them an appeal ID and populate the appeal tab or do you do something different? Currently we have appeal ID's for these items but that's...

I would love to hear if anyone has developed a good solution to "email address processing", similar to what Quick Letters can do for (mailing) address processing. For example, if I want to send an email to everyone who has given me $100 or more in the past 12 months, and I want to include Individuals...

Is there anyway to get this info into a quick letter for purpose of mail merging? I have looked through the available fields that I can use and I can't seem to locate this as an available field to place into my MS word document from RE. I have over 1,000 (all of which are different amounts up to...

Hi Yvette, If the end result is only labels, then we can combine a constituent query with a canned mail task: labels or quick letters to export the data. From the available fields on the criteria tab in a constituent query, drill down on the summary information and select Summary for Gift. Then select...

The primary Addressee/Salutation for a married couple is set up to use both names of the spouses on the Individual constituent record. The "Head of Household" spouse is also the president of a company and the records are linked through the Relationship tab. On the Organization record, this...