Program the Mail>Receipts>Conditional merge to include records marked for consolidated receipt if gift meets filter criteria

Currently if a constituent record is marked for consolidated receipts and they make a gift when running receipts using a conditional merge (based on fund) the gift record is marked as receipted but the receipt is not generated with other receipts in Word. The gift meets the criteria for the receipt merge but physical letter is not generated. Have to manually create receipt or change receipt info back to unreceipted.
Consolidated receipts and conditional merges in Mail should be compatible.

  • Guest
  • Jan 31 2013
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  • Guest commented
    March 18, 2016 00:44

    Minimally it should be a field you can filter on in receipts AND acknowledgement letters (Since many of us use this for ackn letters to accommodate the fields we need.

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