• Open the export that is associated with the gift letter in Configuration.
    • On the Output of the Export's fields, ensure the following fields are selected:
      • Constituent, Constituent Information, Key indicator
         
      • Constituent, Addressee/Salutation, Addressee
         
      • Constituent, Addressee/Salutation, Salutation
         
      • Constituent, Relationships, Contacts, Primary Addressee
         
      • Constituent, Relationships, Contacts, Primary Salutation
         
       
      • Click Edit merge document.
         
      • In the merge document, place your cursor where the addressee should appear.  For the addressee to print correctly, insert the merge fields in this order:
        1. { MERGEFIELD Gf_CnAdrSal_Addressee }
           
        2. { MERGEFIELD Gf_CnRelCt_1_01_Primary_Addressee }
           
        3. { MERGEFIELD Gf_CnAdrPrf_OrgName }
           
         
        • In the merge document, place your cursor where the salutation should appear (typically after the word Dear).
           
        • Select Insert Word field, If...Then...Else...
           
        • In the Field Name drop-down menu, select Key_indicator.
           
        • In the Comparison drop-down menu, select Equal to.
           
        • In the Compare to field, enter O. ('O' stands for 'Organization')
           
        • In the Insert this text field, enter the text Contact Salutation.  This is a placeholder.
           
        • Enter I in the Otherwise insert this text field. ('I' stands for 'Individual').  This is also a placeholder.  Click OK.
           
        • If the If...Then...Else... formula does not appear, display the merge fields by pressing ALT+F9 to toggle Field Codes on/off. This should now look like the following:
        { IF { MERGEFIELD Gf_CnBio_Key_Indicator } = "O" "Contact Salutation" "I"}

           13. Highlight the word Contact Salutation (and not the quotation marks that surround it) within this statement.

           14.  Select Insert Word field, If...Then...Else... 

           15.  In the Field Name drop-down menu, select Gf_CnRelCt_1_01_Primary_Addressee

           16.  In the Comparison drop-down menu, select 'is not blank'

           17. In the Insert this text field, enter the text Contact Salutation2.  This is a placeholder.

           18. Enter Friend or Valued Customer (or some other greeting) in the Otherwise insert this text field.  Click OK.

        It should now look like this:

        {IF {MERGEFIELD Gf_Cn_Bio_Key_Indicator} = “O” “{IF { MERGEFIELD Gf_CnRelCt_1_01_Primary_Salutation }<> “” “Contact Salutation2” “Friend”}" "I” }

           19. Highlight Contact Salutation2 (and not the quotation marks that surround it) within this statement.

           20. Click Insert Raiser’s Edge Field from the Add-Ins Tab and insert Constituent, Relationships, Contacts, Primary Salutation

        It should now look like this:

        {IF {MERGEFIELD Gf_Cn_Bio_Key_Indicator} = “O” “{IF { MERGEFIELD Gf_CnRelCt_1_01_Primary_Salutation }<> “” “{ MERGEFIELD Gf_CnRelCt_1_01_Primary_Salutation }” “Friend”}" "I” }

           21. Highlight I and click Insert Raiser’s Edge Field and select Constituent,Addressee/Salutation,Salutation

        It should now look like this:

        {IF {MERGEFIELD Gf_Cn_Bio_Key_Indicator} = “O” “{IF { MERGEFIELD Gf_CnRelCt_1_01_Primary_Salutation }<> “” “{ MERGEFIELD Gf_CnRelCt_1_01_Primary_Salutation }” “Friend”}" "{ MERGEFIELD Gf_CnAdrSal_Salutation }” }


           22. Continue editing the export document click Save and Return to RE7 to Merge under the Add-Ins Tab when done.

           23.  Click Save and close

           24. Click Save and close