, I have a (probably) quick question I'm hoping you can help with. I'm just getting started with it.
I want to use it to send receipts to donors. We send all receipts by postal mail.
The context:
* Opportunities are used to track donations
* Checkbox indicates whether or not the donor has been thanked
* All individuals and all organizations get their own account; there are no contacts under accounts. To track employment relationships, we exclusively use affiliations. Therefore, the Opportunity.AccountName will always be the actual donor -- either an individual's name (their 1:1 account), or the organization's name. We have a required opp pick list that specifies whether it's an individual or a business/entity donation.
* For donations from organizations, we use the Contact Role to indicate who the primary individual at the organization was. Contact Role of "Donor", and checked for Primary.
I've uploaded a Word doc template file as our receipt. The address block references
Account.Nameand Account billing address.
I would like the "Dear __________" line to be their first name rather than Dear
Account.Name, because that could be either Dear First Last (impersonal), or Dear Acme, Inc. (even more impersonal when we know who the primary person was at the organization).
I also need the address block to have the name of the Primary contact role individual if there one.
So how do I do these 2 things? In Apsona, I do the following to get started:
1. Click into Apsona's "Opportunities" tab
2. Filter to see only the donations that still need to be thanks/receipted
3. Click Tools / Mail Merge
4. Create a new action
5. Specify a single .DOCX file
6. Begin mapping fields
And that's where I'm lost. All the merge fields have a mapped value, except for Apsona.FirstName (the name of the field in the Word template). When I look at the long, long list of all the data fields it has for me to pick from, I can't find anything for Contacts -- so there's no first name, no last name option; just account name. Nor am I able to find anything that would seem specific to the contact role marked Primary.
Any help much appreciated.
dt
#Donations #Donor Receipt #Receipt #ApsonaSince you're merging directly from the Opportunity object, you will only have access to the Opportunity fields and the fields of objects to which there are lookups from Opportunity, i.e., Account and Campaign. So you will need to create a report containing all the fields you need, so that you can merge from it.
Also, it looks like you need fields from Contact (such as First Name), Account (such as address), and Opportunity. That spans four objects - Opportunity, Contact Role, Contact and Account - and you cannot span those objects with a single-step report. So I would suggest creating a multi-step report containing all the fields you need, and running the merge from it.
Hope this helps!
