better automate acknowledgement letters

Hello,

I'm looking to create a better kind of report that will generate all of the necessary acknowledgement letters given a set of constituent activity history. I hope this report would automatically merge fields into the correctly selected reports and generate letter documents that we can more easily print, verify, and mail out.

Is there any documentation or examples of this kind of stored procedure that I should look over before I get started re-coding the existing process? Do you have any advice to avoid hurdles/toil?

All help is GREATLY appreciated,

Aaron Glynn

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  • Unknown said:

    I'm looking to create a better kind of report that will generate all of the necessary acknowledgement letters given a set of constituent activity history. 

    In 2014 I wrote a report utility that

    • looks for unprinted acks of several custom types,
    • gathers the necessary contact and contribution data,
    • wraps HTML around that,
    • sends the resulting e-mail acks to all concerned, with an optional bcc to Devo,
    • logs the e-mail, and finally
    • sets the acks to "printed" in Tess.

    Not exactly what you're looking for, but related. If interested, please drop me a line.

  • Former Member
    Former Member $organization in reply to Chris Jensen

    Chris - If you are still around I'd be interested in seeing your utility; it's exactly what we are looking for here at Spoleto.  - Andy

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