Choosing Signer pre-populates fields in correspondence

BRIEF DESCRIPTION When generating correspondence clint would like the signer from a drop down menu which would then pre-populate the Position and Preparer fields for you.   CURRENT FUNCTIONALITY In GIFTSOnline these fields have to be overwritten manually every time you send correspondence on behalf of somebody else.    REASON FOR NEW FUNCTIONALITY The client has users that send a lot of correspondence out on behalf of others within the organisation, therefore having to manually overwrite these three fields manually every time is very inefficient and prone to error compared to GIFTS Classic.
  • Guest
  • Aug 11 2015
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  • Guest commented
    November 11, 2016 14:39

    We would like to use one template for all program areas and this is inhibited by the fact that the signer list is not accurate of our users names and titles.  

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