Creating a call list with a blank line between RE information

Melanie Freimuth

I want to create a call list with constituent information (name, phone #, email, etc) on one line with a space between each constituent for the caller to make notes.



so:



Constituent info

Large blank line

Constituent infor

Large blank line

and so on



Like this:

  Constituent info               Notes:               Constituent info               Notes:               Constituent info               Notes:               Constituent info               Notes:               Constituent info               Notes:              
Is there a way to get this kind of report from Raisers Edge?

Carolyn Moatz

The Individual Profile can be pared down to just show those, but each person will print on a new page. You could do an export, then merge to a word document, or create a custom report in crystal.

Alan French

I don't know of a way to do this directly in RE but it can be done easily once you've got the data. Create the list as normal (without any of the blank lines), open it in Excel and add the blank lines using the method described below:

You can create the blank rows separately and then interleave them with the existing rows by sorting. To start, insert a new column to the left of the existing column A. Enter 1 in cell A1 and highlight column A all the way to the last row that contains data. From the Edit menu select Fill | Series and click on OK. Column A should now contain numbers from 1 to the total number of rows. Press Ctrl-C to copy these cells to the clipboard, click in the cell just below the last of them, and press Ctrl-V to paste. Now highlight the entire data area, including the new rows with just a number in column A. Select Sort from the Data menu and choose the No header row option in the resulting dialog box. Under Sort by select Column A, under Then by select column B, and click on OK. Finally, delete column A.

(copied from http://www.pcmag.com/article2/0,2817,1785247,00.asp)

Evelyn Cox

If you think of this as a simple merge process instead of a complicated RE one it would be simple.



I would use your Excel export and add a last column with the exact "heading" you want on your output (in your example "Notes:"). I would then merge the information in to a word document and have the "Notes:" column in the place where you want the notes added.



Extra spacing can be put into the word document following the fields in whatever manner will fit your needs.