Organization records in RE NXT need salutation field.

I would like to have a regular salutation field for organization records just like for individuals. To have the full org name repeated in the salutation just looks awful. I'm told you can use the contact but it seems that the only time you could use the contact salutation is if the contact had their own personal constituent record which we don't have nor do we need.

I'm new to this so maybe I'm missing something.  Please share what you do for a work around if there is one possible.

  • Paula Best
  • Jan 16 2020
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  • Beth Rudich commented
    January 16, 2020 21:47

    Agreed- I want an option to have "Dear Friends" rather than "Dear The John Doe Foundation" if an organization record does not have a contact.  Trying to make "if __ then__" rules in mail merge is time consuming!