Add more Add/Sal options to the Customization Options in Mail Merge
In mail-merge under "Fields to Include" there is Addressee/Salutations.Donor Addreseee, Addressee/Salutations.Donor Salutations, and Hon/Mem. Tribute Addressee/Salutations etc... After selecting options on one of those field, you may select up to two addressee types in a hierarchy like system. It would be great if could have like check box like system where you can add a new line/addresee or salutation as much you need or expand it to up to four to five?
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Jared
- Aug 12 2020
Related ideas
The database view for years have provided this option in almost every area of the database. This is how our system has been built to accommodate the two options. For instance if someone has a specific way they like to be solicited (don't include the non alumni spouse) we have a solicitation addressee and if that doesn't exist (as in most records) it would use the primary addressee.
I would love to see a similar option in the web view that is specific to each use. I want something different for receipts than marketing emails. I may want to do this very differently with marketing emails. I don't want to have to worry if someone else is also sending out a different email at the same time. It would be great if it was for a specific email.