Mail Merge and our templates no longer working - is there a solution?

Alice Black

Has anyone else had difficulty after the update with the mail merge and the already built templates not working? We were told by the help desk that in a conditional merge we would have to export to word to do the merge.
The new solution has made our jobs much more difficult because our gift batch to the RE Thank you letters and each template would then merge and we could print. Yesterday it took us all day to run the various letters. Has anyone found a solution to this?

Thanks for the feedback!

Shannon Doiron

We have actually hired a consulting company to create the new system… which now includes condensing our letters and having a lot less. We do not have the staff, or time needed to spend on fixing an issue that as been forced upon us. This has been and is a very frustrating. I can commiserate with you but unfortunately have no easy answer.

Dana Burton

We exported all of our letters and built a conditional master docx file with IF statements. You can go here to see a picture of our conditional document. This pulls several letters for any batch. This process is actually much faster and lacks the long ‘coffee break’ while the previous system generated the letters/receipts.

Alice Black

Shannon thank you for your answer. It is frustrating. Can I ask who you hired? Thank you!