3/21/2023 0 Comments Mailing label wizardClick Next once you are satisfied with your results.To deselect a certain record that you do not wish to be in your mailing list, uncheck the box on the left-hand side of that line. To see any line in more detail, select the magnifying glass. On the Step 3 screen, you will see the results of your query. Click Next once you have added all the filters and output fields that you need.Select Merge Spouses and Merge Exact Duplicate Results checkboxes (at the bottom of the Output Fields Frame) to ensure only one mail item per household is generated (Merge Spouses does not activate until Spouse Constituent Number is added to your Output fields - Spouse Title, First Name, and Last Name are also required to add both names to Smart Addressee).Last Gift Amount is over a certain amount (operator = is greater than or equal to).Last Gift Date is within a given range (operator = is between).Donor Addresses State does not equal "N/A".Donor Addresses Reason ID is one that allows mail.If you are using a Donation query, you will find constituent information, such as deceased date and contact reason, under the Donor menu. Use the “is one of” or the “is not one of” operators to choose more than one. Note: For Preferred Contact Reason and Method, there may be more than one field that you want to either include or exclude. Preferred Contact Method – remove anyone that does not want to receive mail. Preferred Contact Reason – remove anyone that does not want to receive mail or who has a bad address.Always include the following data filters when generating a mailing list: Filter your data either by right-clicking the field and selecting Filter from the drop-down list, or by selecting Filter under the list of fields and then double-clicking fields on which you want to filter.If all required fields for Smart Addressee or Smart Address are not present, your letter salutation, envelope, or label may be wrong. Your choices, found under the Constituent section of the Available Fields panel, are: Formal Salutation Override, Informal Salutation Override, Addressee Override, List As Name Override, Spouse Formal Salutation Override, Spouse Informal Salutation Override, Spouse Addressee Override and Spouse List As Name Override. If you would like the Salutation Override information returned in the ‘Smart’ salutation variables, you must include that information in your query output.If the Company Name is entered in a custom field it will not appear on the label. For example, if you have entered a Company Name on an Individual record, the company name would have to be entered in an Address Line on the record for it to appear on the label. Custom fields are not recognized in the label format and will not appear on your labels. Note: The label printing feature in Salsa CRM is configured to recognize only name and address information on the labels. Note: Required fields are outlined in red by Salsa CRM. It is better to include more fields than you think you’ll need. Remember that any fields that you want to have available for your letter should be in the output fields. Because you selected Mail Merge or Mailing Labels, the Output Fields section will contain some basic Constituent information, including name and address information, outlined in red.In the Purpose of Query frame at the bottom of the window, click Mail Merge or Mailing Labels, and then click Next.If it is not what you were looking for, select the Back button and pick a different query type. Note: If you are unsure about which query type to use, you can always select one and select Next to see which fields are available. If it were based on group memberships or constituent notes, choosing Constituent would be more appropriate. In the example that follows, the criteria will be based on prior giving history, so it makes sense to choose Donation as the query type in this situation. For a mailing list, you would probably choose Constituent or Donation, depending on how you plan to filter the data. Choose the Query Type that you want to query on.Note: If you have saved a query that would work as is or with a little modification, select your Saved Queries tab, find your old query, and make necessary modifications, and then run the query. This opens a new browser tab for your new query. Click the Create New Query button at the top of the Query Wizard window.From the main menu, choose Reports > Queries > Advanced Query Wizard.Starting with the Advanced Query Wizard will allow you to save your query criteria so that you can use it again in the future.įor an overview of the Advanced Query Wizard and its controls, see Advanced Query Wizard Overview. Whenever you are creating a list of constituents, you should start with the Advanced Query Wizard-even if your ultimate goal is to create letters in the Word Processor.
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