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Donor Communications

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Additional letter envelope sizes, in addition to #10

Additional letter envelope sizes, in addition to #10, so that you can print envelopes that match the size of your letter.
over 2 years ago in Donor Communications / Letters 0 Not Prioritized

Prompt to create a follow-up task from the interaction page

Prompt to create a follow-up task from the interaction page so that you can efficiently set up your next step with a constituent.
over 2 years ago in Donor Communications / Email 1 Not Prioritized

Allow a household to be selected as a tribute notificant rather than just one constituent.

We would like our memorial letters to be able to be addressed to both members of the household rather than just one.
over 2 years ago in Tributes 1 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

Set default social media links to use in emails

It would be nice to be able have the social media account info specified in the Organization Settings used as the default when adding social media icons to an email. We often duplicate previous emails to use as "templates" for a new email, so the ...
over 3 years ago in Donor Communications / Email 7 Awaiting Review

Automatically run letter

We would like to generate a letter when it is a constituents birthday AND have it create an interaction when the letter is generated.
almost 2 years ago in Letters 0 Not Prioritized

Assign task to more than one person

We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
almost 3 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Ability to customize the format of tax summaries

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

Digital membership card

It would be great if donors could receive a digital membership card in their donation confirmation either with a code, qr code, or barcode that stated their name, level of donation, and expiration date.
about 3 years ago in Donor Communications / Email 0 Not Prioritized

Change email interests to "opted out" when constituent flags email as spam

We sent an email newsletter and one constituent marked the email as spam. I would like there to be an automatic process that changes a constituent's email preferences to "opted out" when they mark one of our emails as spam.
about 2 years ago in Donor Communications / Email 0 Not Prioritized