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Tax Receipt Template - Salutation

Hi, We have a variety of donations from Individuals, households, DAF, and grants. The salutation field works when the donations advisor is blank but not working when the donation advisor is not blank; Unfortunately, the salutation pulls the donor name salutation instead of the donation advisor. Is it possible to be fixed if it is a glitch? If not, is it possible to have a field for the donation advisor to do a formula when it is blank we pull salutation if not we pull the donation advisor name.

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Paulette Bassil shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded  · 

Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

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  • Carrie Berdan commented  ·   ·  Report

    HI Paulette,
    I have talked with Foundant Support many times about this issue and we discovered they do not have a 'donor advisor' merge field which seemed like the simplest solution to me, because then we could just create a tax receipt template that would pull the donor advisor's name into the right placement or field. What I was told is the best work around, is to use the "address name" merge field from the Template Field list in place of where you would put the "Dear donor__name" put Dear addr__Name instead. Where I am still having difficulty though is with the Envelopes template- that is not able to be edited and it still only pulls the donor name, not the donor advisor name/address. Hope this helps!

  • Rhonda Page commented  ·   ·  Report

    For yearly tax receipts, we have option to pull household label but not household salutation. Add this field as an option in year-end templates too!