Acknowledgement Letters for Events

Chantel M Russ

Good afternoon, I am trying to create acknowledgement letters for donors who gave gifts for our fall event. When I try to set up the ‘Merge Fields’ in Word and generate the letter I receive a lot of errors. In the query I created, I believe that the criteria is correct, but maybe I am missing something. I have been working on this for three days and still no resolution. Can someone please share their expertise regarding this?

Thank you so much!

Chantel

Damon Rosenthal

@Chantel M Russ
There are some KnowledgeBase articles on this. Maybe you have reviewed those already. It is sometimes tricky to find exactly what you are looking for in the KB.

Damon Rosenthal

@Damon Rosenthal
Also keep in mind the recent BB MicroSoft Office changes that could be a factor. I know our GP team had to revamp their Word “Merge” process as a result of those changes. i.e. be sure to review those MS changes in KB too to see any impact on “Mail Merge” processes.

Korie Thomas

@Chantel M Russ to be honest I have found it easier to export my query and then do a mail merge into a letter I've already created.

Carrie Powell

@Chantel M Russ, when we had to move from being able to merge directly from RENXT to creating the export and then merging, I did find these two YouTube tutorials helpful:

Although we sometimes still get some errors (usually due to addressee/salutation info not being properly linked on the constituent record or a missing check date or number), setting up the templates allows us to create weekly acknowledgements as we did before.