Add Salutation Field for Organization Relationships
Would most often be useful for recording specific ways each fund should be acknowledged from each donor it is relating to. Primarily for Honor Roll Use.
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Guest
- Nov 7 2022
- Reviewed: Voting Open
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Add "Addressee/Salutation" field to organization records.
Merged 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 a...Reviewed: Voting Open
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Organization records in RE NXT need salutation field.
Merged 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 u...Reviewed: Voting Open
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Salutation Option on Organization Records
Merged I would like to be able to add a salutation to an Organization constituent record. This would be helpful for mailings and for our donor walls. We would then know who at the organization to address and we could pull the salutation information when ...Reviewed: Voting Open
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salutation for business and orgs
Merged No description providedReviewed: Voting Open
Related ideas
This! Additionally, we track our donor wall information as Name Format's and this is much needed!
When we pull a mailing list, all org records pull the full name of the contact, not their salutation. We have to remember to manually fix these! Please fix this!
The actual idea I wanted to vote on was Add Addressees/Salutations to Organization records. Maybe it would be accomplished by implementing this idea, but I don't just want it for Organization relationships... Honour Roll/recognition or even just how we want the Organization name to print in a mailing when we may not have a known contact. Many orgs have contacts that are constantly changing, or there are multiple contacts. Or sometimes a donor advised fund will have a requested recognition name that is super long and it doesn't fit in the orgname field. Makes for a lot of annoying clean up because the system can't handle our scenarios.