Ability to edit the addressee/salutation for constituent's relationship record

I want to be able to address a donor a certain way at their business (as a relationship record) and personally. This would allow me to better respect their communication preferences and provide better cultivation. Professional and personal correspondence may be different. There should be a way to make the primary selection on the constituent record different than the primary selection on the relationship record, so that i can still select "primary" as my type, and not have to run a separate set of letters (these are for thank you's).

  • Guest
  • Mar 31 2014
  • Attach files