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Here is a question from a total newbie (just completed my first batch entry).
Here's my hypothetical:
I just entered a batch of 42 gifts
28 are Annual Fund
3 are Tribute
1 is in Memory of
5 are Grants/unrestricted
etc.
Is there a way to set up Raisers Edge to automatically pull the correct letter for each acknowledgement situation so I end up with 42 Word letters ready for slight tweaking? How would I go about it?
As you entered the gift did you assign a letter code to each one? That is the easiest way to do it then you can use Mail - Donor Acknowledgement Letters and do a conditional merge based on that code.
Where do you create these codes? How do you go back and edit a specific letter and how do you add new ones. Sorry about all the questions.
-Erika
I would check the RE User Guides for Mail and Batch. The Mail guide will tell you how to set up acknowledgement letters step by step. If your version of RE does not have the User Guides included under the Help menu, then check the BB website under support.
__________________ Anne Marie
I was born with nothing, and I still have most of it.
Erika,
There are 2 different places for letters, depending on what you need to accomplish:
Config --> Letters (this is for running it on a gift record)
and
Mail --> Acknowledgment Letters (this is for running batches of letters and using conditional merges)
When you run the one through Mail, make sure you do not click on mark these as acknlowledged untill you know for sure that the letters are correct, otherwise you cannot go back and edit the letter; you'll have to go back an unmark them as acknowledged .
When you are in either config --> letters or Mail module, press F1 and the RE help file will pop up, type in *letters* (without the *) in the search box for instructions on how letters can be generated.
Anne Marie's suggestion to look into the Mail Guide is a good one too!
Good luck,
Barbara
P.S. Anyone chime in if I've incorrectly identified the 2 ways to do letters, as I don't actually run them!
__________________ Barbara A. Schlichter Technical Project Coordinator Burlington, MA www.lahey.org
thanks for your guidance. I'm in the process of reviewing letters that have been in the system for ages and no one has reviewed them before me. I just wan really surprised to know that there was no easier way to just print them all at once. Thanks again!
thanks for your guidance. I'm in the process of reviewing letters that have been in the system for ages and no one has reviewed them before me. I just wan really surprised to know that there was no easier way to just print them all at once. Thanks again!
Well, if you go to Mail, then Acknowledgement Letters, open one that's already there, click on the box *Export*, you can see the path where they should reside. I would then open the folder and with any luck the letters needing reviewing will be there!
__________________ Barbara A. Schlichter Technical Project Coordinator Burlington, MA www.lahey.org
thanks for your guidance. I'm in the process of reviewing letters that have been in the system for ages and no one has reviewed them before me. I just wan really surprised to know that there was no easier way to just print them all at once. Thanks again!
Just one of those fun little mysteries of RE! Those letters seem so inaccessible, but what Barbara suggests is a very good start in trying to review them.
__________________ Anne Marie
I was born with nothing, and I still have most of it.
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