Add Steward to Tax Receipt Fields
We have multiple stewards who would like to sign tax receipts. It would be great if we could have a field that pulls the steward first and last name into the letter. Title of steward would be great too but that isn't as important to me as just having the function to get the steward name on the letter.
10
votes
Carly Grutel
shared this idea
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Christine Stammer
commented
and on Fund Statements too!
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Tiffany Murillo
commented
Or a drop down box to select the Stewards in the system. We ended up having all our letters come from the CEO because of this, in order to not have to change every single letter.