Addressee and salutation merge fields settings
|
1.
|
To expose the Addressee and Salutation merge fields in Email and on the Directory, Profile Display, and Profile Form parts, select Enable merge fields. These fields pull data from the Addressees/Salutations tab in The Raiser's Edge. For information about addressees and salutations, see the The Raiser's Edge Constituent Data Entry Guide. |
Warning: The Addressee and Salutation merge fields do not inherit privacy settings from other fields, so these fields can expose data that you want to hide. For example, if you set the First Name field as private in Field options but not the Addressee field, the program displays first names when the addressees include this information.
|
2.
|
In the Addressee field, select the addressee type for the Addressee merge field. |
|
3.
|
In the Salutation field, select the salutation type for the Salutation merge field. |
If you select Enable merge fields but do not select an addressee or salutation type, the program uses the primary addressee and salutation types from The Raiser's Edge. If you do not set primary addressee and salutation types, the program uses full names.
|
4.
|
To save the settings, click Save. |