Ability to change To: field during Batch Letter Correspondence from Associated Contact to other Affiliations
Recently, a client asked to change the To: field during the Batch Generate Correspondence process from the Associated Contact to a Contact Role/Affiliation Role of their choice. Adding this functionality will benefit our clients and their ability to remain in touch with specific contacts from foundations, since the Associated Contact may not be the same contact for all facets of the Request/Payment/Organization.
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Guest
- Apr 18 2017
- Reviewed: Voting Open
Related ideas
We have not directly addressed this idea, as written, yet. However I think the solution described here may help solve this problem: https://microedge.ideas.aha.io/ideas/GIFTSONL-I-34
I will keep this idea open because it seems to more specifically be about determining who is in the "To:" field vs. the "CC:" field. If I've misinterpreted that, and the solution in the other Idea above also solves this, please let me know in a comment and I will merge the two. Thank you!
-Vin St. John,
Product Manager, Grantmaking and Outcomes, Blackbaud
This is incredibly important for managing correspondence with grantees for which we have multiple contacts, all of whom receive different letters depending on their positions. Please add!