Author Topic: Integrated thank-you letter functionality (Read 1898 times)

m.e. · February 22, 2010, 07:05:43 am

Is there anything being discussed re: incorporating hard copy thank-you letters for new members, renewals, and contributions?

I see here that mailing labels are already in place: http://wiki.civicrm.org/confluence/display/CRMDOC/Mailing+Labels - but from here it appears that an export to another application is required to do the letters themselves: http://wiki.civicrm.org/confluence/display/CRMDOC30/Do+a+mail+merge+in+Word+with+an+export+from+CiviCRM+or+CiviEvent

(Is this documentation current and correct?)

My NPO would find a more integrated solution very attractive and might be willing to contribute to the development of one.

Donald Lobo · February 22, 2010, 07:58:04 am

check:

http://wiki.civicrm.org/confluence/display/CRMDOC/Do+a+mail+merge+in+Word+with+an+export+from+CiviCRM+or+CiviEvent

for the 3.1 version of the document (same as the 3.0)

Implementing merging with a PDF document via a library called pdflib (http://pdflib.com/, closed source, approx 3K in license fees) is probably the easiest. We've done this for other clients and it works well

If your org is interested in sponsoring this, check our contract and rates here:

http://wiki.civicrm.org/confluence/display/CRM/Consulting+Services+Agreement

Depending on the options it could be anywhere from 20 hours (pdflib integration) to a lot more 50+ hours? (for ms word integration). No idea of the state of the PHP libraries for integration with MS Office (or Open Office for that matter)

Contact us via email if interested

lobo

lobo

m.e. · February 22, 2010, 08:14:38 am

MS Word would probably be the client's choice, but 50 hours is out of reach. Guess they'll continue to schlepp records back and forth....

Donald Lobo · February 22, 2010, 08:28:27 am

if u r a developer, u might want to check:

http://www.phplivedocx.org/
http://www.livedocx.com/

also some web searching revealed that mail merging via RTF (MS Word can output) is probably quite easy and is just token substitution. So mail merging via RTF might also be a possibility (and potentially quicker)

lobo

m.e. · February 22, 2010, 09:00:10 am

LiveDocx looks interesting!

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Author Topic: Integrated thank-you letter functionality (Read 1898 times)

m.e.

Integrated thank-you letter functionality

Donald Lobo

Re: Integrated thank-you letter functionality

m.e.

Re: Integrated thank-you letter functionality

Donald Lobo

Re: Integrated thank-you letter functionality

m.e.

Re: Integrated thank-you letter functionality