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Receipt Builder: first name

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  • Receipt Builder: first name

    Is there a tag I can use in receipt builder to display first name only?

  • #2
    Good Day @gvanullen
    No, we don't have a tag ONLY for first name. We have a name tag which is the combination of First Name, Middle Initial and Last Name.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      How can that be if the first name is entered as a stand-alone field?

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      • #4
        You will note that the fields available to the receipt are fields related to the transaction itself. Click & Pledge data is designed for payment processing, not contact management. The information stored at the transaction level includes the Billing Name, not the first name, and it's related to a different data level where the first name is stored separately. It was designed to create a transaction receipt, not a thank you letter.

        Your account appears to use Salesforce integration. why not set up an autoresponder instead? This would let you use the Contact's first name, as you might in a salutation.
        Autoresponder Tutorial: http://tutorial.productions.clickand...ideo/209432158



        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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