 Chris
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| Joined: 07 Feb 2006 |
| Total Posts: 17 |
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Search by Address
Posted: 25 Jan 2007 04:47 PM |
There are times we need to access files by adress. There have been quite a few times we have mail merged and when the project is done some of the "organization" names don't print and we have no idea who to address them to. Then there are times that we can remember the street name, but not the business name.
We also have a couople of problems when mail merging. When we are doing a mail merge we sort by zip code, but when we print it ... it prints in the order it wants to not the order we ask it to.
Another huge issue, (for me anyway). When I mail merge... we use the organization field because that is where the church name is. But if we use that field then it will also bring up all the ones that we know where someone works, but have not clicked the box saying it is an organization. I need it to print the organizations that I have listed as companies, but not have them print the organization when the newsletter is actually going to a residence. Example; My husband works for Dickson Offic Supply. So I have put where he works in the organization field, but I have clicked the box that says to file it as an organization. When I go to merge... I don't want his particular company printed in the mail merge.
I sure hope I made some kind of sense.
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Re: Search by Address
Posted: 25 Jan 2007 07:08 PM |
Hi Chris,
Your questions make perfect sense. Please see my comments below:
******** #1 - Search by address ********
We plan to add the ability to search for address in a future update (under the Files tab for donor, client and staff).
******** #2 - Sorting during mail merge ********
You can do this today. Here's how:
1) run any report (the report results default to list view)
2) In list view, click on the "Zip" column header to sort by zip code. the report refreshes and sorts by zip code.
3) Change the view from list to letter view.
4) select the letter you wish to merge from the drop down list. the report refreshes displaying the first letter order by zip.
5) export the report to word and print.
(TIP: to change zip between ascending and descending, click it the column header again in list view. You will always want to set the sort first in listview before swithing to lablels/reports and or letters.)
******** #3 - Mail merge using organization ********
Use the ProperName field during mail merge for the name on address labels. By default, the ProperName field is automatically updated to:
1) the Organization name on files where the "File this record as a Company" is checked.
OR
2) Title+FirstName+LastName for all files where the "File as Company" flag is not checked.
In your husband's scenario you described above, you need to override the auto-updating of the ProperName field since it sounds like you want to keep his record filed as a company, but display his first and lastname on the address labels.
Here's how:
1) open the donor file
2) enter the donors first & lastname (or whatever you like) in the ProperName field on the file.
3) uncheck the "auto-update (on save)" checkbox.
4) save the file and re-run the report.
I hope that makes sense. Please let me know if you have any additional questions. Blessings! |
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Chandell
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| Joined: 22 Jul 2009 |
| Total Posts: 14 |
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Re: Search by Address
Posted: 30 Jul 2009 12:19 PM |
| Just want to add my request to be able to search by address. |
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Re: Search by Address
Posted: 30 Jul 2009 01:46 PM |
| This is coming in the next release of CenterPiece. Thanks for your feedback! |
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Re: Search by Address
Posted: 14 Oct 2009 10:23 AM |
Hello all-
Great news, as of the update released on Saturday, searching by donor OR client's address is now available by clicking "Show advanced filter options" to the right of Apply and Clear! Have a GREAT day!
Blessings,
Ashleigh |
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