update for supporters

A place for discussion on how to use the program more effectively

update for supporters

Postby kevinb » Wed May 16, 2007 9:33 pm

is there a way to email info in partners screen to indivduals to make sure that the information held is upto date. many of my supporter get regular contact from me via email, I would like to send them a printed form with all the info I hold for them to check is there a simpl,e way to do this? Has any body done this thanks fior a great program.
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Postby jmuehleisen » Thu Jul 05, 2007 1:55 am


I think I follow what you are saying, and the short answer is no.

But, here is one possibility. You could export your data to "Excel."

Then, using that Excel table as a data source, you could do a mail merge in Word and do just about anything you wanted from that point, including exactly what you are referring tol

It also is great for doing personalized e-mail merges (if you also use Outlook).

I hope that makes sense.
John Muehleisen
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