Add Addressee and Salutation mapping in form settings
Currently, when a new donor is added via an NXT donation form there is no mapping for addressee and salutation. This means that when I go to pull my acknowledgement letter, it defaults to First Name, Last Name rather than my organizational defaults where are followed elsewhere in the system. If I can map constituent codes, phone/email/address type I don't see why I shouldn't be able to indicate a default addressee and salutation mapping.
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Guest
- Jun 30 2023
- Reviewed: Voting Open
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- +44
Related ideas
This a must
This is a must! Now that we are transitoning all of our forms over to NXT. The processing and the forms themselves are brilliant but this makes a really clunky manual step which is time consuming.
Please can we get this into NXT as a default ASAP. More and more charities are moving over from OLE to NXT Event and Donation forms so this need will become even more important. I have found similar ideas/posts ranging from 2019 onwards...
Needed! The manual work arounds to review/update required fields are time consuming and not efficient in our workflow.
Personally we just need the defaults urgently as this is a manual process for each new constituent or a regular global change.
I have a followup question - do you want to set an addressee/salutation that is different than a default addressee/salutation you would setup for your offline donors? Or do you just want new records created from online donors to use your defaults (that today you setup in database view?)
Thanks!
Needed!
We have the same issue.
We have this same prblem: We really need this - we have constituents coming into our database without addressee, salutation, or preferred name, which are all required in database view and are absolutely necessary for our email and mail communications.
We really need this - we have constituents coming into our database without addressee, salutation, or preferred name, which are all required in database view and are absolutely necessary for our email and mail communications.