3
Gift specific personalization fields
Aug 30, 2023
This feature would include additional fields specific to the attributes of the gift, such as:
- Multiple fund designations and fund split amount
- Benefit value
- Check number, check date, bank name, authorization code
- Stock details
- Attribute fields
Comments
Hello!
I wanted to post here in case anyone comes looking at this ticket.
We do have the ability to add attributes/custom fields to templates. Check out the Support Guide here: Custom Fields/Attributes in Templates
Additionally, Check Number has been added to the Personalize menu under the Gift selection.
You can manually increment the gift split amounts to show the next gift field you're looking for. For example, when entering Fund Description, the merge field code looks like this: {{Gift.gift_splits.[0].fund.description}}. If you change the 0 to a 1, it will show the next fund in the split.
Some of these other requested fields have work arounds (Check Date), but some are still not available (Bank Name, Authorization Code, Stock Details).
Email support@redarc.systems for any questions.