I set up a Relationship on that tab and mark them as the "Main Contact".
That is what I export from RE and the Addressee is ready to go.
If you need a salutation then you will have to add that manually but at
least you have the full Addressee already there to refer to!
Gerri Silveira
University Advancement
EOU Foundation
541-962-3835
eou.edu/foundation <https://www.eou.edu/foundation/>
*High Quality Programs,** Access for All, **Live Learn Succeed*
On Wed, Jul 10, 2019 at 7:56 AM Johnson, Lisa <
LJOHNSO7@valleyhealth.com>
wrote:
> Good morning, everyone.
>
>
>
> I am working in RE Database view and have a question about organization
> records. Is there a secret that I am unaware of that would enable me to
> input a contact name for an organization that would appear in the
> “Addressee” field when I pull a list? Right now when my individuals and
> organizations are co-mingled in a mailing list, I am doing a lot of manual
> clean-up to have the names appear before the orgs for mailing.
>
>
>
> For example, this is what I have pulling based on how it is entered in RE:
>
>
>
> Addressee
>
> Address 1
>
> Address 2
>
> Company Name A
>
> Mr. John Smith
>
> 123 Main Street
>
> Dr. Jane Smith
>
> 555 Main Street
>
>
>
>
>
> Thanks so much in advance to anyone who might be able to make my life a
> little easier J
>
>
>
> Lisa M. Johnson
>
> Manager, Development Services
>
> The Valley Hospital Foundation
>
> Phone: 201-447-8427
>
> Cell: 973-865-4797
>
>
Ljohnso7@valleyhealth.com
>
>
>