Use Mail Mergerge Current report for Email/SMS

asked Sep 19 in Tuition and Fundraising by shlomos
edited Sep 19 by shlomos

commented Sep 19 by Admin

Please explain much more details what you are trying to do.

commented Sep 19 by shlomos

When doing a Mail Merge Letter for Outstanding Pledge, there no field for the "ChargeNum" (Invoice number)

commented Sep 19 by Admin

How are you doing a mail merge letter for outstanding pledge?

commented Sep 19 by shlomos

Mail Merge in Reports, Selecting Campaign and Sending a letter from Mail Merge

commented Sep 19 by Admin

Mail Merge is not per charge. Its a total of all charges. Contact support to show you how to mail merge each invoice separately.

commented Sep 19 by shlomos
edited Sep 19 by shlomos

You have the all the Amound fields per Charge (only missing ChargeNum)

commented Sep 19 by Admin

Contact support to make you a report that you can merge.

commented Sep 19 by shlomos

Ok, i spoke to Support and was told to use Current report when doing mail merge, but still would like to use ChargeNum field when sending an Email

commented Sep 19 by Admin

Sorry. It does not work like you think. Its not per charge.

commented Sep 19 by shlomos

i understood, but can we setup to use current report also in SMS/Email

commented Sep 19 by Admin

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