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I am attempting to navigate the complicated (to me) system of CRM! I am needing to pull a report of 2015 Donors in my system, with their donation amount, date, and email address.
I've tried reports as well as advanced find - to no avail!
Please help :)
Hi Nicole, what part are you actually struggling with using advanced find? all u need to do is select the Donor info entity (could be contact also) and select the related fields and records that you want to build your quiet on?
Let me know where your stuck I'm more than happy to help :)
I think I got it. I wasn't adding into the "edit columns" section.
I now have a list - but need to figure out merging them to a letter to send out via email.
Cool, so you will need to perform a mailmerge via a Quick Campaign on the advanced find list you created.
Kindly Verify by Ticking Yes to the Suggested Answers :)
Best Wishes, Raz
My Quick Campaign button is disabled. Any other way to do this?
Hi Nicole Before you do your quick campaign you will need your custom letter template, or do you just want to do a quick one to test without a custom template?
I have a letter created on Word, that I'll want to add fields to. I need to add this letter to CRM?
I'd love to be walked through a test one, if possible.
sure, can you log a new question for this? and we can do a remote session via if need be?
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