Hi all,
I've seen this issue at three different orgs so I'm posting here in hopes that someone has found a solution.
There is a segment of patrons who really care about their salutation - what they see on the envelope or postcard they receive. Some people don't want to see a prefix at all. Some people don't want their spouse on the label. There are many other scenarios.
Delivering on some of these preferences can be tough because "Gen Sal" so easily overrides the field based on A1 and A2 values. I would love to see a little "padlock" symbol next to Gen Sal that you can toggle on an off, but it doesn't exist.
Has anyone a good way to manage these accounts? For people that don't want their spouse to appear, we keep the spouse as an Adult Member but remove A2 - so that scenario is OK. But for many others, we don't have a solution.
Thanks in advance,Megan
Seattle Symphony
Here at Cal Performances, UC Berkeley we have a different salutation type that we use when we pull our donor mailings so that we make sure their name is correct when we send solicitations or other donor communications. This doesn't solve the issue for their general salutation, however, we don't really run into issues of people regenerating their default salutation so when their default and donor salutation are updated by fundraisers or other staff members it generally doesn't get overwritten but it's nice to have a separate salutation type to pull from to be sure. I love Seattle Opera's set-up and nightly procedure - wish we could get that set-up.
Laurel
Hi Laurel,
What do you do about canned reports? For example, something like the Event Listing Report would just pull the default salutation, correct? So you couldn't be sure that their name at check-in would be right. Let me know if I'm not understanding this correctly.
Thanks,
Amy