Allow for individual fund advisor address fields in statement templates.
Currently the only address field block available for statement templates is the ENTIRE address block for Fund Advisors.
For agency funds that have an individual as a fund advisor, we are using the address line 1 field to enter the organization name into the individual's record - to give clarity and context to the mail item.
Unfortunately, if that individual then contributes to an unrelated fund, the tax receipt will also include that unrelated organization name in the address block.
I would like to set the address block for statements as follows:
Fund Advisor Name
FUND NAME
Fund Advisor Address
Fund Advisor City, State ZIP
This way, statements will have fund context in the address block without 'contaminating' the address on the individual's record.
Thank you!
Marianne Plath
shared this idea
