[dstogner]

I am trying to print one letter to the next of kin (acknowledgee) that includes the fund that was donated to as well as a list of the donors and their address. Is there anyway to do that - currently I am having to copy and paste and needless to say that is just not fun or efficient. Seems like such a simple task and I just can't figure it out ......HELP

[SandyWilder]

Dear dstogner,
You have a standard function in Mail called Honor/Mem Acknowledgement letter that is designed to doo exactly that. If you only want to do it for one set of Honor/Mem acknowledgees, then simply choose Include, One Record on the General tab.
Hope that helps!

[dstogner]

I have that letter set up but here is my problem - in that letter I would like to list the donor names and addresses of everyone that has given to that tribute - so the letter would read something like...... Dear Mr. Smith - The following donations were given to the "General Fund" in honor of your wife Mary - then the donor names and addresses would be listed. Also when I do 1 letter per tribute I am not able to add which "Fund" the contribution was given to - any suggestions..............

Or if someone could help me with with a kind of flow chart on how they do in in their organization - I am new to this organization and I am trying to streamline this procedure. I enter the gifts and write the letters - currently the organziation uses one letter for donation and family acknowledgement (so I have to go into each tribute and mark it acknowleged). If I could get some feedback from others I would so GREATLY GREATLY appreciate it, because right now this takes way more time than it should. Thanks ahead of time for any help anyone can give me.

[SandyWilder]

Quote:

Originally Posted by dstogner

I have that letter set up but here is my problem - in that letter I would like to list the donor names and addresses of everyone that has given to that tribute - so the letter would read something like...... Dear Mr. Smith - The following donations were given to the "General Fund" in honor of your wife Mary - then the donor names and addresses would be listed. Also when I do 1 letter per tribute I am not able to add which "Fund" the contribution was given to - any suggestions..............

Or if someone could help me with with a kind of flow chart on how they do in in their organization - I am new to this organization and I am trying to streamline this procedure. I enter the gifts and write the letters - currently the organziation uses one letter for donation and family acknowledgement (so I have to go into each tribute and mark it acknowleged). If I could get some feedback from others I would so GREATLY GREATLY appreciate it, because right now this takes way more time than it should. Thanks ahead of time for any help anyone can give me.

You'll have to go to Export for that kind of detail. HOWEVER, you can still use theAcknowledgee letter in mail to help you. Set your parameters just as you normally would; on the General tab, have it create on Output query for you to use in Export and the system will also Prompt you to mark those Tributes as acknolwedged, so you don't have to do it manually.

[dstogner]

So let me get this straight.....I will enter the gift - I go to one set of mail to put together a thank you letter for the donor, I then go to another set of letters to send a letter to the acknowledgees that I can't list donors names on - so I then have to go to reports and build a report that I have to export and completely re-format to NOT look like a report to send with the aknowledgee letter.

I don't mean to be completely negative but it sure seems like that process could either be made easier or the report could have more options to format. If I export that report into word I have to go through each page and delete the headings I don't want and change the format of each text box - if I try to make the font bigger I lose the print and in excel I have to go through and page break preview so that each tribute and their donors print on 1 page.

I feel like I am making it too hard or that I'm just plain stupid. All I want to do is send something nice to families who have lost loved ones, not a generic cold report. I am completely frustrated.

[Melissa Siobhan]

I think this is due to the fact that you want to show the fund which I'm willing to bet is not something requested before by BB. (not that people do not want it but if no one's ever asked...)

If you did not want to show the fund of each gift you can easily include multiple donors in one letter to an acknowledgee. I might rather do that and manually add in the fund in the body of the letter when needed (assuming all gifts listed went to the same fund)

[SandyWilder]

Okay. Here we go. After looking into this further, I've discovered that my original approach won't work for the fields you're looking for. To get the fields you want, you'll need to create a gift query for the tributes you want to send ackee. letters to. (Something likeHonor/Mem name is one of...).
Then go to EXPORT (not reports), new Gift Export, Simple Mail Merge format and select your query. On the Output tab, list the fields you want to use in your letter (Add/Sal of donor, Fund description, etc.). Then, click on Send to the Word Merge wizard to create your merge template. You'll see a button on your toolbar in Word that says Insert RE field. The field names you selected in Export Output will be there for you to write your letter. In Export, you'll find the tribute fields WAY down toward the bottom. In the Tribute node, you'll see a node called Acknowledgee Record. That's where you'll find your Address fields and Add/Sals for the Ackees.
It sounds more complicated than it easy. Once you've got it set-up, you'll be able to use it over and over with different queries as needed. If you're not familiar with Export, don't dismay-you can't hurt anything in Export If you need any furhter help or if this doesn't make sense to you, just say the word.
As Melissa said, this is only necessary if you want/need to include that Fund field.