I set up a merge action to generate letters from a SSR.Why don’t I see the option to update the Acknowledgment Status field in my donor acknowledgment letter merge action?

This issue typically occurs when the source report used for the merge does not include the record ID field in this case, the Opportunity ID. Step 4 of the merge setup needs the record ID to identify and update the correct Opportunity records.

To resolve this:

Add the Opportunity ID field to the columns in the single-step report.

Reopen and re-save the merge action to refresh the setup.

If the field still doesn’t appear, clear your Apsona cache via Settings > Clear Cache and check both boxes.

Once completed, the Acknowledgment Status field should appear in Step 4, allowing you to configure the field update successfully.