NEW FEATURE REQUEST

Donor Communications

Showing 112

Household name merge fields in emails

We would like to send thank you letters via email to our donors at times. In the salutation of the letter we would like to use the household informal names (e.g. husband AND wife), not just the informal name of the constituent who has the the tran...
almost 3 years ago in Donor Communications 4 Already exists

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 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...
11 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.
12 months ago in Constituents / Donor Communications 0 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

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

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
over 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 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

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

Alert when donor gets to a certain level or threshold

It would be nice to know when a donors giving reaches a certain level or threshold, such as $1,000 or $5,000 so I can send them a note.
over 1 year ago in Journey Automation 0 Not Prioritized