When generating letter/email template, should be able to see the Affiliated role when selecting the addressee

When attempting to create a letter in GIFTS Online, we cannot distinguish each contact's role using the dropdown menu for the person we want to address. It only identifies the primary contact, but the other individuals in the dropdown menu show up as "employee." Although we can go to the Affiliations section to see the person's name ahead of time, it would be great to skip that step and be able to see their role for that request record immediately upon selection of the addressee.

  • Guest
  • Dec 19 2017
  • Reviewed: Voting Open
  • Attach files