Add field of First_Name to Fund Advisor Content for Advisor_login_email
Rather than Dear {name} which populates the donor first and last name, can you add a field list and make first name be an option so we could change to Dear First_Name? We change this every time we send the fund advisor email to a donor. It appears so much more personal than first and last name.
Rhonda Page
shared this idea
The following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release.
