For yearly tax receipts, add field of household salutation
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!
3
votes
Rhonda Page
shared this idea
9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.
