Add merge fields to Mail

Mail should include a merge table in the RE add in area where you add RE fields. Currently for year end letters to show constituents all their gifts for the last year, each merge field for gifts needs to be added individually through export, plus they do not look good printed on the page. eTapestry has a merge value table that list all gifts in your criteria. For example in RE export you load 12 gifts into your output only to have one constituent with 13 gifts. The merge table in eTapestry acts as a merge next record and  lists all gifts -simple and clean unlike the RE mail process. In eTapestry you can click on your saved correspondence and it opens it up for edits unlike RE NXT where you have to run a query to get the saved letter opened up to edit.  Plug the eTapestry communication in RE to make it more user friendly because it is NOT.

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  • Feb 13 2018
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