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Author Topic: 2.3 'Print PDF letter for contacts' enhancement  (Read 2736 times)

marcus.liberman

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2.3 'Print PDF letter for contacts' enhancement
July 16, 2009, 09:00:53 am
We are loving the new 'Print PDF letter for contacts' option that you have on the 2.3 sandbox. It would be EVEN BETTER if it also had the 'Merge labels for contacts with the same address' check box that the mailing labels option has. This would allow us to easily eliminate duplicate letters to spouses for example. How does that sound to others?

Donald Lobo

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Re: 2.3 'Print PDF letter for contacts' enhancement
July 16, 2009, 10:12:46 am

hey marcus:

want to work with claudian and web access and submit a patch for this?

lobo
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Dave Greenberg

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Re: 2.3 'Print PDF letter for contacts' enhancement
July 16, 2009, 12:35:20 pm
Marcus - Also consider the approach put forward by DharmaTech for preventing duplicate mailings to individuals at the same address. Basic steps:

* Determine which contact record should receive postal communications and marke the other(s) as Do Not Mail
* For the contact who will be receiving the mail, enter a Custom Greeting which Custom Postal Addressee value:
Greeting = Dear Marcus and Sarah
Postal Addressee = Marcus and Sarah Smith

Support for this approach will be part of the upcoming release:
http://issues.civicrm.org/jira/browse/CRM-4575
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marcus.liberman

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Re: 2.3 'Print PDF letter for contacts' enhancement
July 20, 2009, 08:10:17 am
Hi Dave & Lobo and thanks for your posts.

Lobo - this is something I will pick up with Claudian to assess.

Dave - yep, I had seen the posts about this new approach in 2.3, but I think it is based on the assumption that we would only write to couples together. In practice, we sometimes write to people as couples and sometimes as individuals, depending on the context (yeah, we do make life difficult for ourselves, I know). So the solution breaks down because if we mail specifically to the spouse who has their settings as 'do not mail', then they won't get anything (if I have read the solution correctly).

I'd love to know if others have a similar issue with the 2.3 solution, and am open to sponsoring an alternative solution if people have good ideas. In the meantime will see what Claudian says about inclusion of that 'Merge labels for contacts with the same address' piece of code.

Best wishes

Marcus

SarahG (FountainTribe)

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Re: 2.3 'Print PDF letter for contacts' enhancement
October 15, 2009, 09:32:55 pm
Marcus - Try out the approach at http://civicrm.org/node/651  .  I believe its a better solution to communicating with couples.
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marcus.liberman

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Re: 2.3 'Print PDF letter for contacts' enhancement
October 19, 2009, 12:28:27 am
Thanks for posting that. This is exactly the direction we want to go. As Drupal users we will need to get someone to look at turning your Joomla solution into a Drupal one, but I am sure there is not too much involved. Once we have done that will post back with what we have done.

petednz

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Re: 2.3 'Print PDF letter for contacts' enhancement
January 30, 2010, 11:22:15 pm
curious as to whether this was delivered and if so whether it was reported back somewhere else?
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  • 2.3 'Print PDF letter for contacts' enhancement

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