"quick merge" option to word

Sukhjit Singh

Hey all,


Raiser's Edge 7 with version 7.85.5026.8


We recently upgraded a client of ours from an old version of office, I believe 2003 or 07, up to office 2013 which is the only upgrade that I am aware of for this particular non profit client.  When Hilary went into Raiser's Edge, she notes that after running a query, she used to have a "quick merge" button along the top of her menu that would let do some editing and then convert things over to a word doc.  I'm assuming this may have been some sort of plugin possibly, but I don't have much to go on.  Is anyone able to clarify about what this could possibly be?  I've just started with Raiser's Edge so my familiarty is still light.  Any help is appreciated. 

JoAnn Strommen

Have been using RE since that version but I don't recall anything like that. In Mail there's an option for quick letters.  When using export you can have it export to a Word doc but doesn't sound like that's what she's remembering. 


Don't know about a plug-in.  If there was one like that I would have thought I'd have heard about it if it made it that easy to edit/create merge doc.


Sorry, not much help.

Lauren Schler CFRE bCREPro

I’m assuming your client is not hosted since they are using an
older version of Raiser’s Edge (7.85 is actually quite old). If the
client has an on-premise version of Raiser’s Edge, Word may need to
be loaded onto the server which houses their RE database and/or RE
may need to be reconfigured to work with the new version Word. I’m
quite sure there are some Knowledge base articles that talk about
how to do this and/or you could reach out to support for help with
this.  Once the RE/Word configuration is complete, she should
be able to generate and edit letters again from a constituent
record.

 

 

 

John Heizer

Sukhjit Singh:

Hey all,


Raiser's Edge 7 with version 7.85.5026.8


We recently upgraded a client of ours from an old version of office, I believe 2003 or 07, up to office 2013 which is the only upgrade that I am aware of for this particular non profit client.  When Hilary went into Raiser's Edge, she notes that after running a query, she used to have a "quick merge" button along the top of her menu that would let do some editing and then convert things over to a word doc.  I'm assuming this may have been some sort of plugin possibly, but I don't have much to go on.  Is anyone able to clarify about what this could possibly be?  I've just started with Raiser's Edge so my familiarty is still light.  Any help is appreciated. 

There is such an option in Export for several of the Export Formats (particularly the Blackbaud Conditional Word Merge Format), but I've never seen such an option with Query and I've been using RE since 1995.  It goes back to the "RE Mantra" that "Query is a grouping tool, not a reporting tool."

Sukhjit Singh

I appreciate the information guys, this particular user is just very "outdated" in a sense.  She hates anything new and never remembers anything proper but since I'm new to Raiser I'd figured crossing my "T's" so to speak would be better.  The information you guys provided is really useful, I appreciate it immensenly.