Ability to use any contact information in merged fields for correspondence and email templates through Document Manager.

Currently, for letter templates, we can only add merged fields for the primary organization contact and primary grant contact. However, we should be able to address a letter to any contact found in GIFTS (affiliations/contact records), as long as they are associated with the organization/grant record. A database should be able to accomplish this basic task (generate letter to any contact in the database). Currently, we have to use Microsoft's default "Address Letter Block" as a workaround; however, the data/fields it is pulling from is unreliable (job titles are wrong). Please add ALL contact and/or Affiliation fields to be added as merged fields in Document Manager so that we can accurately generate a letter/email to others who are associated with a grant/organization. (e.g., generate an audit letter to a grant finance contact who is not the primary org contact nor primary grant contact). Thank you!!

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  • Apr 19 2021
  • Reviewed: Voting Open
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  • Jane Van Ingen commented
    September 02, 2021 13:33

    This would be really helpful for us, too.