Hi everyone,
Does anyone upload acknowledgement letters to Tessitura via Infomaker? Do you find it helpful or a bit of a pain? We don't change our letters often and are hoping to use it. Raiser's Edge had a similar feature that made it easy to generate letters and merges directly into Word. Any workarounds from other organizations that have gone from Raiser's Edge to Tessitura?
Thanks!
We have too many letter types and change them too often to use Infomaker. We have all the fields mapped to a Word doc like others have said below. We save the file to Excel, add some formulas to give yes/no values based on the constituency codes, and then merge in Word. The Yes/No for things like Volunteer allow us to easily add special text without making yet another letter or manually editing every time. I'm happy to give details if you'd like.
Ann
Ann, I would love to know more about this. To be honest, I've never used yes/no values to better customize merging!
Here is a youtube video that shows one way to do "logical" if then else in MS Word Mail merge documents.