Tax Receipt Templates - First name field for salutation
The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.
Jeanne
shared this idea
Could you use the new recognition name field that was released on July 22nd for this? This recognition field will auto populate into the donation record, and can be merged into the tax receipt template.
-
Jamie Gurholt
commented
The recognition name will also be the full name, and for a different purpose as Tiffany mentioned. I was hoping that the online donation fields could have separation (First name / Last name ) so the salutation (or first name field) would populate in the letter template since the tax receipt is automatic. I realize that I could set the letters to be manual and clean up the newly populated profile fields first, however this requires extra time and steps. Depending on the amount of donations that come in, some days more than others. Our preference would be to post & acknowledge in one transaction! Any chance this is still a future option????
-
Tiffany Murillo
commented
That recognition field would be how the donor would like to be recognized in publications. I am not sure how others are using it, but I assume that's the standard based on what it's named. It would still be a "Mr. & Mrs. John Doe" or "ABC Corporation". In our case, it would never be just a first name.
-
Jamie Gurholt
commented
We are experiencing the same issue - thank you for posting!