Giving Statement should pick up the preferred addressee

The giving statement only lists the name from the primary record. This results in only one spouse being addressed. It should pull the preferred addressee to capture both names on a record.

  • Suzanne Hopkins
  • Feb 3 2025
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    • Kevyn Barnes commented
      04 Feb 17:43

      Agree- primary addressee and salutation would be less confusing for donors. Since the primary addressee can be customized by us, it allows us to indicate whether spouses are receipted as a household or as individuals (based on default for our organization or the donor preference).