Add-ins

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Katie Anne Lester
Katie Anne Lester
Sixth Anniversary Photogenic First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Is there a way to customize the "Add-ins" when creating a mail merge?  I want to "add-in" a receipted amount as well as an "'amount" for their gift.  Only the "amount" add-in is available.  

Thanks

 
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    What function are you using for your letters? Donor acknowledgement - both fields (gift amount, receipt amount) available. Receipts > Receipt type Create custom data file - both fields available.  If you're exporting your data you should be able to export both fields, as well.
  • Katie Anne Lester
    Katie Anne Lester
    Sixth Anniversary Photogenic First Comment
    I'm using Donor acknowledgement but when I create the Word document I want to use for my letter I can't plug in a "receipted amount".  Just the full amount is available not the "non-deductible" amount.  Does that make sense?
  • Robert Flynn
    Robert Flynn
    Ninth Anniversary 10 Comments 5 Likes
    When you create the Donor Acknowledgement Letter in Raiser's Edge make sure that you have the "Receipt Amount" added to the "Fields to Export" on the "Fields to Include" tab.  Then when you click on the "Sent to Word merge wizard" The "Receipt Amount" should be accessible in Word.
  • Katie Anne Lester
    Katie Anne Lester
    Sixth Anniversary Photogenic First Comment
    That fixed it. Thank you all so much!!!!!!!

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