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Customizing eReceipts (email message and PDF title)
I would like to see more customization features for eReceipts. Currently, the email messages that accompany the customizable PDFs default to one font and size. Being able to change fonts, text size, and insert images/logos in the email message wou...0
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Soft credit note
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...0
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Send e-receipts to constituents despite the 'requests no email' checkbox
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 ...0
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There should be an option to edit letter templates
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...0
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Add merge fields to eReceipts email
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...1
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Add First Name to the Fields to Include tab of Donor Acknowledgement Letters
It would benefit many organizations if First Name was added to the Fields to Include tab of Donor Acknowledgement Letters in the Mail module.2
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Add State abbreviation (short description) as an option in Query Output.
For mailing purposes. would prefer two separate fields rather than the "City, ST" option that uses the short description for the state.0
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Ability in Mail to send Statement, via email, like ereceipts.
It would be great to pull donors with balances, merge into word statement form and then automatically e-mail the statement to the donor.0
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Quickletters. 2. Fields to Include / More Options
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 ...2
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Add Constiuent Name to Possible Merge Fields in Mail>Receipts
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...0