A gift export button within the individual gift record, since the Word Merge button is being taken away

A button in the individual gift record (where the current little “Word” icon is/was), that we could use to export the one gift’s data. Then we can still generate a one-off letter for that one gift (and not have to leave the gift, go into a query or export, and find the gift record again, and export that way.) I would love to see this very quickly, for a seamless transition on March 1.

I see there's “Export” menu item when I’m in the gift—but it seems to only access the Constituent Information, which includes a gift summary option, but doesn’t seem to have the ability to get all the detailed gift info I’d need.

  • Andrea Cole
  • Feb 22 2022
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