NEW FEATURE REQUEST

Donor Communications

Showing 105

More easily send a communication to specific organization contacts related to a specific organization

More easily send a communication to specific employees of a company (eg tag which contact should receive acknowledgements).
over 1 year ago in Donor Communications 0 Not Prioritized

Merge duplicate tributes

Just as we can combine duplicate constituents, it would be extremely helpful if we could also combine duplicate tribute fields.
about 2 years ago in Tributes 2 Not Prioritized

Format letter envelopes

There is currently no way to format the envelope text in the Letters function. If you want the address in a different font (that matches the letter font, say) or you want the address block anywhere other than the exact middle, then you are out of ...
over 2 years ago in Donor Communications / Letters 0 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
over 2 years ago in Donor Communications / Timeline 5 Not Prioritized

Create non-donor surveys with custom audiences and questions

Create non-donor surveys with custom audiences and questions to analyze other kinds of constituents like board members, volunteers, program participants, etc.
12 months ago in Engagement Surveys 2 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
10 months ago in Donor Communications / Transactions 0 Not Prioritized

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.
10 months ago in Constituents / Donor Communications 0 Not Prioritized

Print a batch of tax summaries for the year

I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
over 2 years ago in Letters / Tax Summaries 2 Not Prioritized

Option to send a single acknowledgement or payment receipt for split transactions

When a split transaction is processed, an email receipt is sent for each split. We have a number of donors who give a monthly recurring gift split between multiple funds, so they receive three emails or more for each donation every month. It would...
about 1 year ago in Automation / Payments 1 Not Prioritized

Anniversary Reminder Function

. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors. 
over 1 year ago in Automation / Email 1 Not Prioritized