Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5
votes
Mariah Williams
shared this idea
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Pele
commented
I am DYING to have "Legal Name" from Charity Check as a Merge Field and as an Export Field. This would benefit EVERY foundation using Foundant. We all have to make sure to always use the correct legal name.