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How to search donor by old/alternative address
To avoid duplication in data for same donor0
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Conditional mailing by fund or appeal type
Please add fund type and appeal type to the mail function. When we mail letters, we use a specific fund and/or appeal type for the various letters we send. Otherwise I would have to create hundreds of conditional mailings or do it through export. ...0
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When using batch barcoding, automatically set the cursor in the next barcode field so that next one can be scanned immediately.
Right now, when you use the barcoding field in the batch, you must press <ENTER> after every scan so that the cursor is live in the next barcode field. You can then scan the next code. When doing a large stack of appeals with barcodes, it wo...0
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Add a Formula to a Gift Amount field in Mail Merge
We have a donor who has a greed to donate $2 for every $1 donated to a particular campaign. In the donor acknowledgement letter for donors contributing to this campaign, I would like to have the ability to add a formula which will triple the value...0
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Fix the reset of Font for Mail - Envelopes
Per Article Number: 98568 "We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current state. In this case, we believe the risks and challenges outweigh the potential benefit of resolving thi...0
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Ability to separate a merged word document into separate word files from an RE mail task
When running the RE mail task for a gift batch, a merged document is created. Most times we need to separate these individual letters for customisation but we need to copy, cut and paste into a new file in order to have individual files. Can there...0
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Tracking email open rates in the Mail Function
The Mail function can be used to generate receipts or send email with a pdf receipt attached to it. The goal is to track open rates and bounce rates of the emails sent out via the mail function.0
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Under the mail tab where you can print place cards, it would be nice if you could add another size of place card. There are only four options available.
Saves a step of exporting into Excel.0
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Conditional Mail Merge of Envelopes
We have individually branded funds, which require unique letterhead and envelopes. We have it set up to do the conditional merge for both letters and envelopes in "Mail --> Donor Acknowledgement Letters". The issue is, you have to remember to N...0
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Increase the number of characters in the Subtitle box for Annual Statement Reports
By increasing the number of characters in the Subtitle box in the Headings of the Annual Statement Report, we are able to put in the IRS requirement that No goods or services were exchanged...I can get that in the footer, but I feel it's more impo...0