What happened to Mail Merge Wizard in 7.96

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Joanne Felci 2
Joanne Felci 2 ✭
Ninth Anniversary Facilitator 4 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello!


I'm testing an upgrade to 7.96 for our database and when I get into Mail, I'm noticing the Send to Word merge wizard is gone - how do you merge in 7.96??


Here is a screen shot of the Mail Merge in 7.93

290d6a5effbdc3a90760e6ed89e3522d-huge-re


And here is a screen shot from 7.96:

16a5acc78cd221b291cba4df1dd8f75c-huge-re


I've tried searching on documentation from 7.95 or 7.96 to see some step by step action for merges but am finding nothing. What simple thing am I missing?


Joanne
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  • Joanne Felci 2
    Joanne Felci 2 ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Might this be missing because my test server does not have Microsoft Office installed on it?
  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Maybe that's it. Seems to be logical.

    We're on 7.96 have the "send to Word merge" option on all our Mail functions as we did in 7.93. 
  • Joanne Felci 2
    Joanne Felci 2 ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    The issue was that Word was not installed on the server


    I figured the send to Word merge wizard couldn't have been gone or I would have heard some screaming in the community


    But thought maybe there is something I didn't set in user options and/or whatever


    Anyway mystery and issue solved  :)
  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    Glad you've solved it - I've had issues before with not being able to test pivot reports and other functionality because the server didn't have Office on it, so it doens't just affect mail merges.

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