Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RE7-I-37 Add Contact on Gift Records.

I would like to be able to specify which of an organization's contacts to send the letter to, based on what type of gift it is Merged

I would like to choose which relationship within an organization to send a letter to, within the batch. For example, I have an organization I'm entering a gift record to as part of a batch. The organization is large and has 10 or more relationship records. I don't want to send the letter to the primary relationship constituency in this case, instead, I want to choose the sponsorship contact constituency. That way, when I run the batch through the conditional mail merge using Word, most letters will go to the primary contact, but the sponsorship letter will use the sponsorship contact for that organization.

  • Guest
  • Feb 6 2015
  • Reviewed: Voting Open