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Merges: DonorPerfect and Word Your trainer today is: David Julian If you have not printed the presentation, type the link below into your browser http://www.softerware.com/training/MailMerge.pdf http://www.softerware.com/HowTo
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How to fill out merges donorperfect and word
How to fill out merges donorperfect and word?
01
Open Microsoft Word and create a new document.
02
Go to the "Mailings" tab and click on "Start Mail Merge".
03
Choose the type of document you want to create, such as letters, labels, envelopes, etc.
04
Select the recipients for the merge. In this case, you will choose the donor data from DonorPerfect.
05
Click on "Select Recipients" and choose "Use Existing List".
06
Browse for the file containing the donor data from DonorPerfect and select it.
07
Map the fields from DonorPerfect to the corresponding merge fields in Word. This will ensure that the information is accurately transferred.
08
Insert any additional fields or text that you want to include in the merged document.
09
Preview the merged document to ensure it looks correct.
10
Click on "Finish & Merge" and choose the desired option, whether it's printing the document, saving it as a new file, or sending it via email.
Who needs merges donorperfect and word?
01
Nonprofit organizations that use DonorPerfect as their donor management system and want to send personalized letters or communications to their donors.
02
Fundraising teams that need to create mailing labels or envelopes for their supporters.
03
Any organization or individual that wants to merge data from DonorPerfect with a Word document to simplify the process of creating personalized documents for a large number of recipients.
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What is merges donorperfect and word?
Merges donorperfect and word is a process of combining data from the donor management software DonorPerfect with the word processing software Word to create personalized letters or documents for donors.
Who is required to file merges donorperfect and word?
Non-profit organizations or fundraising departments who want to send personalized communication to donors are required to file merges donorperfect and word.
How to fill out merges donorperfect and word?
To fill out merges donorperfect and word, users need to export donor information from DonorPerfect, set up a mail merge in Word, and merge the data to create personalized documents.
What is the purpose of merges donorperfect and word?
The purpose of merges donorperfect and word is to streamline the process of creating personalized communication for donors, such as thank you letters, donation receipts, or event invitations.
What information must be reported on merges donorperfect and word?
Information such as donor names, addresses, donation amounts, and donation dates must be reported on merges donorperfect and word.
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