Add "Addressee/Salutation" field to organization records.
I need to be able to have organization address information in one place, without creating a relationship. Our school has inter-connected individuals and organizations, and I need to be able to address people - on the same export - as individuals at the same time I address the same person at his/her business. Right now, that's impossible. It creates convoluted work-arounds, and wastes time.
-
Guest
- Jan 9 2018
- Reviewed: Voting Open
-
Add Name Formats (Addressees/Salutations) to Organization Records
Merged When acknowledging gifts from orgs in letters or publications, I would love to track main contact names in this tab in order to easily pull this data, rather than mucking around through what is often a long list of relationships/contacts. To be ab...Reviewed: Voting Open
-
Add addressee and salutation to organization records!
Merged Many donors nowadays give through a DAF or another entity that will be in our database as an *org* record. I would have many more hours a week to help people at my organization if I could export addressee/salutations for the O's, as well as the I'...
Related ideas
Wish I could vote 10000 times at once. I totally agree that organizational records need a salutation field. It is so ugly without. We have very long org names and to have the repeated in a salutation field is just awful. With support groups we like to address them as Dear Members or such rather than the full repeat of the name.