Major Gifts has requested that the Email Greeting field be included in the Civi to Acoustic export. Major Gifts uses this field and updates the field for all donors included in Major Gift related correspondence and through Civimail to ensure our major donors are addressed properly and to ensure partners are included correctly in the salutation. Thea has requested I create a phab task to detail this request and cc Katie and Erin on the task.
From Thea - Export name should match the Acoustic name, which should match Erin's reporting. And possible role it out during maintenance week if there is time.
Background on the Email Greeting Field in Civi
Within Major Gifts a huge part of the donor data clean up is ensuring we're updating donor communication preferences for our donors who reach out to use about how they like to be addressed in our future emails/mailings and this includes the Email Greeting field. Using this field for MG&END email sends vs the Name field in Civi would for example, help resolve the issue for couples who donate under an one record but want their email greeting to address them both and ensure we're addressing the capitalization issue we often see from using the first name in our emails/mailing which we see a lot for Individual donors which requires lots of manual cleanup for our lists.