NEW FEATURE REQUEST

Donor Communications

Showing 112

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

Letter Page Breaks

It would be extremely helpful to be able to include page breaks in multiple-page letters. Currently, I have to add extra spaces...and it is still not perfect. For example, if a constituent has a 2-line address vs. 3 lines, it can change the positi...
over 2 years ago in Letters 3 Not Prioritized

Delete tributes

A tribute made in error or similiar to another tribute, such as a middle initial included, cannot be deleted. I am suggesting that tributes be able to be deleted from the Tribute list if they are created in error or a duplicate or an unused tribute.
over 2 years ago in Tributes 3 Not Prioritized

Ability to customize the format of tax summaries

Ability to customize the format of tax summaries like color, spacing, etc.
about 1 year ago in Tax Summaries 1 Not Prioritized

Preview the default payment confirmation email content

Preview the default payment confirmation email content (default form submission confirmation emails and payment confirmation emails) without looking up a help article.
10 months ago in Donor Communications / Forms / Payments 0 Not Prioritized

Better way to track gifts that are a "in honor of" and "in memory of" the same person

Better way to track gifts that are a "in honor of" and "in memory of" the same person.
over 1 year ago in Tributes 0 Not Prioritized

Merge field for just the tribute's first name

Merge field for just the tribute's first name (rather than the full tribute name) in order to create content with a more personalized tone.
over 1 year ago in Tributes 1 Not Prioritized