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Just wanted to share a tip for something that frustrated me. You may already know this, but I'm shareing anyway. There are four of us who do acknowledgement letters or set them up. We do a conditional merge using the appeal ID. Everytime I set up a letter and used the appeal ID, it changed to the Appeal description, then it changed back to the appeal ID when my db coordinator edited the letter through the merge. At first we attributed it to patchs and the move to 7.82. Now I know that it is a User Option setting. So, if you have this issue, assure that all users involved set this configuration to the same setting - the one used in your conditional merge:
Tools/User Options/Records Tab/Appeals/Appeal Format. I think this would apply to conditional merges using the Fund ID or Fund Description.
The knowledgebase solutions that helped me is Solution Number: BB131556.
__________________ Nora Isaac
Senior Manager Information Technology
The ALS Association, Greater Phila. Chapter www.alsphiladelphia.org
I'm not sure it needs changing. I'd have to hear the logic behind the setting. I imagine it affects more than conditional merges.
I think that it really does need to be changed. We ran into this problem with the Advanced Import Module. It was using the user options to determine which field to use for Fund, Campaign, and Appeal lookups. Since those fields were coming from a scanline, they were not varying based on the user options and we were getting no data when we should have been.
Drew
__________________ J. Drew Allen
Children's Hospital of Philadelphia
Crystal Reports and SQL Server Consultant
It is better to live your destiny imperfectly than to live an imitation of somebody else's life with perfection.
I agree with Drew. This problem crops up in many cases involving funds, campaigns, and appeals. I've had reports that worked for me produce entirely different results when run by someone with user options set differently from mine. The reports were based on queries. With this type of programming, "user options" becomes an oxymoron!
Jo
__________________ Jo Ward Raiser's Edge Consultant Houston, TX 713-572-1453
Hmmmm....I haven't seen those issues - or haven't recognized them. Very interesting. In this case, I suppose we should add it to the list of suggestions. Where do I go to do that?
__________________ Nora Isaac
Senior Manager Information Technology
The ALS Association, Greater Phila. Chapter www.alsphiladelphia.org
This is one of the more idiotic choices they ever made in programming RE. You would go to the IDEAs section of this site and create a new Idea. let us know when it is posted so we can vote quickly before the conference.
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