It is better to include more fields than you think you’ll need. Remember that any fields that you want to have available for your letter should be in the output fields.

Because you selected Mail Merge or Mailing Labels, the Output Fields section will contain some basic Constituent information, including name and address information, outlined in red.In the Purpose of Query frame at the bottom of the window, click Mail Merge or Mailing Labels, and then click Next.If it is not what you were looking for, select the Back button and pick a different query type. Note: If you are unsure about which query type to use, you can always select one and select Next to see which fields are available. If it were based on group memberships or constituent notes, choosing Constituent would be more appropriate. In the example that follows, the criteria will be based on prior giving history, so it makes sense to choose Donation as the query type in this situation. For a mailing list, you would probably choose Constituent or Donation, depending on how you plan to filter the data. Choose the Query Type that you want to query on.Note: If you have saved a query that would work as is or with a little modification, select your Saved Queries tab, find your old query, and make necessary modifications, and then run the query. This opens a new browser tab for your new query. Click the Create New Query button at the top of the Query Wizard window.From the main menu, choose Reports > Queries > Advanced Query Wizard.Starting with the Advanced Query Wizard will allow you to save your query criteria so that you can use it again in the future.įor an overview of the Advanced Query Wizard and its controls, see Advanced Query Wizard Overview. Whenever you are creating a list of constituents, you should start with the Advanced Query Wizard-even if your ultimate goal is to create letters in the Word Processor.

Use label wizard to create record