Use Custom Fields with Merge Templates
When creating merge documents, add functionality to pull from custom fields and/or fields in a table related to the supporter or sponsorship. For example, we have a "Organization Contact" table that has info relating to contact people for certain organizations. That info would help with custom mailings and reports we send out.
12
votes
James
shared this idea
This feature was released in the August updates.
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Sherry Secker
commented
Please could you add the link to show how we do this. Thanks