We are running into more patrons all the time who need something specific written on their tax receipts that may be different from their primary mailing information.
I have set up both tax receipt type salutations and tax receipt type addresses, I have added a tax receipt purpose to the address and I have even added them to the acknowledgement rules because I read this description:
"Salutation – If a salutation type is selected, that type will be used when salutation data is pulled for acknowledgements triggered by this rule. This salutation setting overrides any salutation format selected in a report parameter or selected for a particular address."
When printing the acknowledgements, the purposes and types are all set to the tax receipt so it will pull if available but they keep coming up as the primary address and salutation. We have to switch the tax receipt info to primary to get it to work.
What am I missing!!!
Thanks
Elizabeth