Bulk print year-end envelope template
Add same field options for the envelope template that are on the year-end receipt template. The names on the bulk year-end envelopes are not the same that print on the letter.
From CS CHAT:
Unfortunately, I cannot change the fields pulled in on the envelope fields -- This would need to be suggested to our Idealab. As our developers are primarily focused on the needs of our clients as a whole, putting this into our Idealab will allow them to see if this would be widely appreciated and therefore implemented. In addition to your Idealab post, it also gives me the ability to reference client needs in meetings where I do have the ability to suggest product developments. If you decide to create an Idealab post or find one that is similar to your concerns/solution -- Please send it my way as I can vote and vouch for you internally.
Currently, our envelopes are not easily editable and I think this would be a worthwhile investment to propose. Additionally, the specific verbiage of "Combine Household" makes me think that if there isn't multiple profiles within the same household donating, they won't be combined into a household. I am working with our Technical Engineers on this as well to understand the intended output versus the actual output of this option when printing envelopes.
Rhonda Page
shared this idea
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Tracy Edgerton
commented
CSuite must become more efficient so that we can optimize our communication with our donors.