Excluding Acknowledged Constituents in Letters

Maria Filardo:
For some reason, when I am running a letter it is pulling up people who have already been marked as acknowledged previously. I am using MAIL

Have you recently changed or upgraded your version of MS Word.

We had this exact issue following our new workstation installations where we changed from Windows XP to Windows 7 (64 bit) and also upgraded from Office 2003 to Office 2013 (32 bit).

When running the mail merge a copy of the merged letters can be saved to the Mail name by overwriting the previous document of that name or you can give it a new name.

The properties of any document created in the previous version of Word was something like

JoAnn Strommen:

If the gift is marked as acknowledged, RE will not pull that gift again. 

However, while you may have acknowledged that gift I would guess that constituent has other gifts that are meeting the criteria in your filters which have not been acknowledged.  It could be pulling different gift types (pledge vs. pay) or another payment that did not get marked as acknowledged - even one from years ago if it meets the criteria you set in acknowledgements.  If you can't change say the fund as they're all the same fund for years, work withthe gift date criteria to only pull those this week/this month/this batch.

If that's not the issue, post again.

Just as an addition to my previous post in case anybody is picking up on this, when we deleted the previous document version, we also deleted the associated MDB file.

For those who don't know, the mdb file contains all the merge fields exported from The Raiser's Edge which are then merged into the document template to produce the finished merged letter.

This eliminated the (unlikely but not impossible) chance of previous data being merged into the newer document.

Alan