Hi colleagues, I am building a Mail Merge solution that creates a "Donor Profile" one page PDF. So far, I'm pulling in data from recent opportunities, open opportunities, tasks/activities, contacts/affiliations, and fields from the Account (org/household). I'm wondering, what's most important to you and your teammates to surface in a document like this? LMK!
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@Samantha Shain Curious how this has worked for your org since you first posted this 5 years ago? We are looking to create donor profiles just like discussed in this thread so wondering if you expanded on this at all.
