We need to send acknowledgement letters for Pledge Payments. We acknowledge the last payment amount, last payment date, last payment/installment number, the original pledge amount and the balance. We pull our letter exports by batch using either t...

We would ike to include tribute information on the gift receipt so that the donor is assured that their gift was made in memory of the person that they indicated on their gift.

At the moment you can only edit a mail letter template when there are letters selected and outstanding on a constituent's gift. You should be able to update a template easily through mail, without having to having pending thank yous. It adds extra...

Many organizations have several individuals as contacts. Sometimes acknowledgements need to go to different contacts than the primary one. It would be useful to be able to select the person to acknowledge for any given gift

PLEASE interface with the current version of Word in the hosted RE environment. There are multiple backward compatibility problems running on Word 2007 when we're on Office 365.

It will automate the work and anyone can do it from anywhere. It will also help in current situation to maintain social distance.

The mail merge is currently generating a document with up to 30 letters which need to be fielded out to up to 10 different canvassers (in our office). The letters within the mail merge are currently appearing in the same order as the listings with...

When using salutations/addressees in mailings to married couples, it would be helpful if there were a way to only use one last name if the two constituents share their last name, but still use two last names if they do not (as is becoming more and...

This will be helpful when re-doing Acknowledgement letter for the new year. New appeals, new dates, new messaging for all available letters. Best if can be done all at once.

Recently, I have been asked to send all mail requests with first name and/or nickname fields so that they can use for word merges. In order to complete this task I first have to run query through mail, then through export in order to have nickname...