Hi Everyone,
At my organization, many organizational records such as businesses that have given contributions to our gala, are entered without a particular contact name. Often, there's a contact name in Associations, but these associations came from our data conversion process and are usually "soft" associations. I'd like to be able to use some of these "soft" associations as saluations when pulling a list for an upcoming mailing, but I'm not sure if there's an easy way to do it. Can I pull just a certain type of association into an output set? Or does anyone have any suggestions about the best way to get these associations into the list so I can use them for salutation purposes?
If you just want to get this mailing out without doing a lot of data entry/account creation you might want to have a look at the Association Analysis report in the Development folder. If you save it to excel and merge with another report that contains addresses, you might be able to get what you're looking for. I have found vlookup in excel to be useful in merging different spreadsheets in cases like this.
Dale