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Addition of a Billing First Name Field

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  • Addition of a Billing First Name Field

    In the Salesforce app it would be nice to have a Billing First Name field under C&P Transactions. I have set up a workflow that sends a Thank You email every time someone makes a donation but am having a hard time finding the correct merge field to use for the email. Currently I am using the Account Holder's Name merge tag. But that displays as:

    Dear First Last,

    and I would like it to display as

    Dear First,

    Any thoughts or suggestions on what to use? Thanks.

  • #2
    Good day!

    I am a bit confused. We are saving the ContactID as part of the transaction. Knowing the ContactID you may easily find all the info about the contact.

    Is that not working?
    Regards,
    Click & Pledge Support Department

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