Mailing Receipt to 1 address & appeals to another one
Comments
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Barb Heringer:
I was wondering if any one know if it is possible to mail the tax receipt to one address & mail the appeal to another one.Are you using the Mail function in RE for the receipts? Or exporting addresses? How are you pulling your mailing list for the appeal? Are you talking about for an individual or for an organization?
Might be doable. You could have two different address types and pull one before the other, but you'd have to be sure to be consistent from record to record with how you use the address types. In Mail for receipts you can specify an order of importance for individuals when you select what address to use. For an organization it would be more difficult as it will look at contact type first and you can only select one address type or first address found. For org it might be easier to have your address selected by contact type. Do the receipt and appeal go to the same person.
A bit more info would be helpful.
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Barb Heringer:
I was wondering if any one know if it is possible to mail the tax receipt to one address & mail the appeal to another one.You can use address attributes in Mail to pull a particular address from a record.
So lets say you added something like "Special mailing code: Tax Receipt" to the address that gets the tax receipt and put nothing on the one that gets appeals but make that one the primary address.
When you are pulling appeal mailings you just pull primary address
When you are pulling the tax receipts you can, in mail, say if any record has an address with the tax receipt attribute, use that address, otherwise use primary (step 3 on the Ind Address tab in Donor Acknowledgement Letters.)
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Melissa Graves:
Would you sent up the address attributes as a table? What other example would you use for this attribute? I'm having problems setting up this attribute as a table. Can you help me? Thanks.You can use address attributes in Mail to pull a particular address from a record.
So lets say you added something like "Special mailing code: Tax Receipt" to the address that gets the tax receipt and put nothing on the one that gets appeals but make that one the primary address.
When you are pulling appeal mailings you just pull primary address
When you are pulling the tax receipts you can, in mail, say if any record has an address with the tax receipt attribute, use that address, otherwise use primary (step 3 on the Ind Address tab in Donor Acknowledgement Letters.)
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Barb Heringer:
Setting up attributes as a table does get tricky - I find I often have to set up the table and then have to leave RE and come back in before I can add table entries. If that is where you are stuck, try that. If not, i need to know what the problem is before I can help. If you need someone to walk you through it then maybe a call to support would be best.
Would you sent up the address attributes as a table? What other example would you use for this attribute? I'm having problems setting up this attribute as a table. Can you help me? Thanks.0 -
Melissa Graves:
Thanks so much, I got it working.
Setting up attributes as a table does get tricky - I find I often have to set up the table and then have to leave RE and come back in before I can add table entries. If that is where you are stuck, try that. If not, i need to know what the problem is before I can help. If you need someone to walk you through it then maybe a call to support would be best.0
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