Include Assigned Solicitor as a merge field in acknowledgement letters

We use Assigned Solicitors, and would like a donor's acknowledgement letter to reflect their solicitor in case they have questions or concerns.

I know we could add a bunch of letters for each solicitor, but we have so many different letter types that we'd quadruple the number of letters to cover all of our bases. Currently I am globally adding Assigned Solicitor, their email address, and their phone number as a Constituent Attribute. Then I am using the "If... else... Then" function in Microsoft Word to default to generic contact information for someone who does not have an assigned solicitor.

I realize this could be tricky because a constituent could have many solicitors. So the ability to define how many or the Solicitor Type in the Fields mapping of the Mail Merge would solve that problem.

  • Guest
  • Apr 7 2015
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