Change workflows

Financial Reports-Constituent Giving History report. When i have the soft credits to soft credit recipients it puts a # Denotes soft credit gift recipients by the gifts which i am completely fine with. However, it also has a "Note: Since gifts hav...

Currently the 'requests no email' checkbox prevents an e-receipt from being generated and sent to a constituent through the Mail function. This is a problem for constituents who have unsubscribed from emails from our organisation, but would still ...

We generate eReceipts to donors when we process installments of their recurring gifts. Currently, the attached PDF is their acknowledgement letter for their tax receipts. The email itself is just a general message that says an installment was proc...

It would benefit many organizations if First Name was added to the Fields to Include tab of Donor Acknowledgement Letters in the Mail module.

There should be a way to edit letter templates without having to run a mailmerge. To run a mailmerge, you need to have a record that both fits the query criteria attached to the mailing and one that has not yet been acknowledged. There are cases w...

It would be great to pull donors with balances, merge into word statement form and then automatically e-mail the statement to the donor.

Quickletters. 2. Fields to include. More options for gift types. "Gifts. Last gift amount" added to the list. There are options for "Gift. First gift amount" "Gifts. First gift date" "Gifts. Last Gift date" - so I'd like last gift amount. Makes ...

For mailing purposes. would prefer two separate fields rather than the "City, ST" option that uses the short description for the state.

In Mail>Receipts>New>Fields to Include Tab, the constituent name should be added as a possible field to export (merge). While it's fine to use the addressee field or salutation field in a letter, it's necessary to have the constituent's l...