Information Needed

See more
See less

Addition of a Billing First Name Field

  • Filter
  • Time
  • Show
Clear All
new posts

  • 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?
    Click & Pledge Support Department

    Join us @ the educational webinars:
    Live Support- read more: