include gift note (from notepad) in honor/memorial acknowledgement process

We keep special instructions from the donor, e.g. "Happy birthday, Mary! Many more. - Denise," within a gift notepad. We would love to access this information when merging honor/memorial acknowledgments. Currently, we have to export the file from RE Mail, then run a separate export, and perform a vlookup. 

  • jessica mavaro-stoller
  • Jun 28 2016
Mailings
  • Attach files
  • Julie Hiland commented
    April 12, 2019 14:11

    Any movement on this one, Blackbaud?

    Attachments Open full size
  • Julie Hiland commented
    May 17, 2018 17:51

    We use Luminate Online, and these personal tribute messages get pushed to a Gift Note. But, heavens to betsy, you CANNOT PULL GIFT NOTE FIELDS INTO TRIBUTE ACKNOWLEDGEMENT LETTERS. <banging head on desk>

    Attachments Open full size

Related ideas