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  • Mailing label address merging
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Author Topic: Mailing label address merging  (Read 5632 times)

Dave Greenberg

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Re: Mailing label address merging
June 28, 2011, 11:25:19 am
Hi Lindsey,
I think (some) other folks are addressing the PDFs for couples by selecting their household records and either:
1. accepting the default Postal Greeting pattern ("Dear {contact.household_name}") - which results in something like "Dear Smith Household", or "Dear Jack and Jane Smith" depending on how folks are populating Household Name.

OR

2. Populating Custom Postal Greetings as necessary when setting up household records. So you can set any value in a customized postal greeting, including "Dear Jane and Jack".

If you able to devote some programming resources to this, a couple things you can do:

1. Have one of your programmers look at the currently open "bug" on the Mailing Label merge (http://issues.civicrm.org/jira/browse/CRM-8338) and come up with a patch which extends the mergeSameHousehold() function (in CRM/Contact/Form/Task/Label.php).

2. Submit a patch to add "Merge Same Household" option to the Send PDF Letters form.

Have them jump on IRC (#civicrm) if they want to discuss the above tasks.
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LindseyM

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Re: Mailing label address merging
June 29, 2011, 03:28:47 pm
Many thanks Dave.  That's helpful.  We can't go for the first option as we're using searches on individual custom fields (rather than household ones) to identify people for mailings, so I'll look into the programming option to include 'merge by household' for pdfs.

Lindsey

aglozier

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Re: Mailing label address merging
February 05, 2014, 02:02:24 pm
I just encounter this issues/bug and found this old post.  According to what I read here http://issues.civicrm.org/jira/browse/CRM-8338 it should be fixed but it isn't.  I've encountered it in 4.4.3 on our site and the WordPress demo site.  Has it been fixed in 4.4.3?

Dave Greenberg

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Re: Mailing label address merging
February 05, 2014, 04:28:38 pm
The 'bug' should be fixed for Mailing Labels (only, not PDF Letters). If you're seeing unexpected behavior on the 4.4.3 demo - please report back here with exact steps you're taking to produce the bug (and screenshots to clarify). Thx!
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aglozier

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Re: Mailing label address merging
February 06, 2014, 07:14:46 am
I just duplicated the bug on the Drupal demo site using the Cruz family.  I search on the name Cruz and them selected the three members of the household but not the household.  I then selected the "Make Mailing Labels" action and checked the "Merge labels for contacts belonging to the same household" box.  I then click the button to make the labels and got the following:

Mrs. Esta Cruz
658A Northpoint Dr S
Selinsgrove, PA 17870
United States

Ms. Herminia Cruz
658A Northpoint Dr S
Selinsgrove, PA 17870
United States

Rolando Cruz
658A Northpoint Dr S
Selinsgrove, PA 17870
United States

Next I repeated the above steps but I also selected the household.  Here's what I got:

Cruz family
658A Northpoint Dr S
Selinsgrove, PA 17870
United States

It would seem that this issue/bug isn't fixed.

Dave Greenberg

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Re: Mailing label address merging
February 06, 2014, 03:45:08 pm
Thx for pushing back on this. I reviewed the PR for this and then reviewed the 2 affected files:

https://github.com/civicrm/civicrm-core/pull/1773/files

... and discovered that the fixes had been committed to 4.5 instead of 4.4 branch (the changes are in 'master' branch now for 4.5). I've reopened so we can push them into 4.4. However, you can almost certainly apply the patch to your 4.4 codebase temporarily until 4.4.5 is released.

https://github.com/civicrm/civicrm-core/pull/1773.patch
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intombi

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Re: Mailing label address merging
March 21, 2014, 11:31:14 am
Hi,

I am not quite sure if I understand the behavior of civiCRM in this case. When we want to write a personalized letter to a bunch of people it must be possible to merge this letters by households. As I understand, it is only possible to merge the mailing labels? But how do I get the personalized letters? I'd rather not like to send at least three letters (household itself, person 1, person2) in one envelope...

How do you solve this "problem"? Maybe I'm just missing a important fact...

greetings

Fabian

LindseyM

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Re: Mailing label address merging
May 19, 2014, 08:48:35 am
Hi Fabian
This was the issue I raised a while back. It's just not possible at the moment which is why I was suggesting a 'merge by household' function for pdf letters as currently exists in Export. Dave Greenberg did make a suggestion on 28 June 2011:

1. Have one of your programmers look at the currently open "bug" on the Mailing Label merge (http://issues.civicrm.org/jira/browse/CRM-8338) and come up with a patch which extends the mergeSameHousehold() function (in CRM/Contact/Form/Task/Label.php).

2. Submit a patch to add "Merge Same Household" option to the Send PDF Letters form.

Have them jump on IRC (#civicrm) if they want to discuss the above tasks.

Is that something you or your developer could do?
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Mailing label address merging

This forum was archived on 2017-11-26.