[support] RE: Doing a simple letter merge

Fri, 19 Oct 2001 10:27:52 -0700

>From a user's perspective, your misunderstanding arises from this: the set of records you found were not a set of Names file records (donors) but instead were a set of Payments file records. The way to go about finding donors (Names file records) within a certain giving range is to do just as you did--first find any payments in that dollar range (and possibly a date range) in the Payments file. With those payments identified you can then do two things with your found set.  To engage the possibilities offered with the Output tab, you would need to hit the Transfer to Names button in Payments. This then gives you the found set of  the Names records for those donors and you can run labels and such; however, moving over to Names does not bring over any of the data captured solely in those specific payment records (e.g., amount of payment, date of payment). To have that information available, you would stay in Paynments to create letters with payment-specific information. You can use the Filemaker Export functions (choose "File" then "Export Records" and proceed from there)  to select any fields you will need in your merge letter. Just be clear that you are working with two distinct files, Payments and Names, and that you will need to know which fields come from which file.
Melinda Artz
Archie Bray Foundation
Helena, Montana

Jennifer Rodriguez wrote:

I don't understand how that happens, ebase lets me keep the found set
whether I am in Home, Output or any of the tabs, does anyone else know why
this happens to him?
----- Original Message -----
From: "DelCarlo Ron" <[EMAIL PROTECTED]>
To: "TechRocks Support" <[EMAIL PROTECTED]>
Sent: Friday, October 19, 2001 12:48 PM
Subject: [support] RE: Doing a simple letter merge

> Jennifer,
>
> I have your email response to my request before me.  I am encountering a
> glitch at the start:
>
> --I perform a query to form a found set consisting of all individual
donors
> who have contributed $250 or more between November 1, 2000 and July 31,
> 2001.
>
> --In order to access the "Output" tab I must return to "Home", at which
> point the found set is lost.  I want to do the merge with this specific
> found set, not the general database.
>
> Suggestions are welcomed.
>
> Thanks.
>
> -----Original Message-----
> From: Jennifer Rodriguez [mailto:[EMAIL PROTECTED]]
> Sent: Thursday, October 18, 2001 9:25 AM
> To: TechRocks Support
> Subject: [support] RE: Doing a simple letter merge
>
>
> You're welcome, visit our website if you ever want to learn more about our
> org it's www.gafw.org
> ----- Original Message -----
> From: "DelCarlo Ron" <[EMAIL PROTECTED]>
> To: "TechRocks Support" <[EMAIL PROTECTED]>
> Sent: Thursday, October 18, 2001 10:24 AM
> Subject: [support] RE: Doing a simple letter merge
>
>
> > Jennifer,
> >
> > Thanks so much for your help.  Will let you know how it turns out.
> >
> > R.
> >
> > -----Original Message-----
> > From: Jennifer Rodriguez [mailto:[EMAIL PROTECTED]]
> > Sent: Wednesday, October 17, 2001 7:52 AM
> > To: TechRocks Support
> > Subject: [support] RE: Doing a simple letter merge
> >
> >
> > go to output, click on file export, then you get some options so click
on
> > letter merges, you can skip the contact records, if you want, then its
> going
> > to ask you to save it, so make sure you save it somewhere where you can
> > access it again easily, like in my documents or something like that, oh,
> and
> > also, where it says "save as file type" make sure you pick the extension
> > ".mer" or word will have trouble recognizing it.   Then you get a box
that
> > says, "Specify field order.." something like that, and you have to pick
> the
> > fields that you want to merge, like "Name" and "address". then you click
> on
> > export, open word, go to tools, mail merge, where it says, open data,
> search
> > for your ebase data that you exported, create the letter, enter the
> fields,
> > and "merge".  If you have any questions let me know, it's really easy
once
> > you get the hang of it. Jennifer
> > ----- Original Message -----
> > From: "DelCarlo Ron" <[EMAIL PROTECTED]>
> > To: "TechRocks Support" <[EMAIL PROTECTED]>
> > Sent: Tuesday, October 16, 2001 10:01 AM
> > Subject: [support] RE: Doing a simple letter merge
> >
> >
> > > Yes, I would.
> > >
> > > Thanks very much.
> > >
> > > -----Original Message-----
> > > From: Jennifer Rodriguez [mailto:[EMAIL PROTECTED]]
> > > Sent: Monday, October 15, 2001 6:07 AM
> > > To: TechRocks Support
> > > Subject: [support] RE: Doing a simple letter merge
> > >
> > >
> > > have you tried exporting the fields you want for the mail merge and
> doing
> > > the actual merge in Microsoft Word?  It's very easy, if that's what
you
> > want
> > > to do... I can give you specific steps because I just did one
> > > ----- Original Message -----
> > > From: "DelCarlo Ron" <[EMAIL PROTECTED]>
> > > To: "TechRocks Support" <[EMAIL PROTECTED]>
> > > Sent: Friday, October 12, 2001 3:42 PM
> > > Subject: [support] RE: Doing a simple letter merge
> > >
> > >
> > > >
> > > > Just tried to access the listserv but the window would not come up.
> > > >
> > > > Simple question:  I want to do a test letter merge (with a created
> > sample
> > > > letter and a brief found list of recipients).  Following the manual
is
> > of
> > > no
> > > > use, as the instructions differ from what I'm seeing on screen.
> > > >
> > > > Not too much to ask for.
> > > >
> > > > Thanks for your help
> > > >
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begin:vcard 
n:Artz;Melinda
tel;fax:406/443-0934
tel;work:406/443-3502
x-mozilla-html:FALSE
url:www.archiebray.org
org:Archie Bray Foundation
adr:;;2915 Country Club Ave;Helena;Mt;59602;USA
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email;internet:[EMAIL PROTECTED]
title:Office Manager
fn:Melinda Artz
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