Conditional Merge Stopped Working after O365 Migration

Gillian Fournier
Gillian Fournier
Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Please Help!! My organization recently upgraded our Microsoft license to O365, and since doing so, conditional mail merged are no longer working. All other merges and exports into word or excel are still working.

I have tried updating the merge letter files, created a new acknowledgement letter set up… and nothing is working!

Has anyone run into this issue before?

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  • Alex Wong
    Alex Wong Community All-Star
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    @Gillian Fournier
    Confirmation needed first: Are you talking about conditional merge directly in RE? if so that means you are using RE that is not hosted by Blackbaud since Blackbaud disabled the ability to do so in RE.

  • Gillian Fournier
    Gillian Fournier
    Name Dropper Facilitator 1

    @Alex Wong
    Correct, we are self hosted.

  • Alex Wong
    Alex Wong Community All-Star
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    @Gillian Fournier
    “self hosted” meaning your IT is in charge of the hosting?

    Are you “directly” accessing the server that have RE hosted/installed? or are you using RDP? or Citrix?

    if you are remotely accessing RE (RDP or Citrix), then your “org upgrade” to MS O365 on staff computer means little. what is installed in the RE hosted computer is what matters, which you need to ask your IT team.

    Also what is “no longer working”? what is the error message? or any screenshot of the problem. I likely am not able to help more from here, as we are not self hosted, but is aware that there is an issue with O365 licensing on a “server” that multiple user access. You need ask BB support (if you have support contract).

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