NEW FEATURE REQUEST

Donor Communications

Showing 112

Track notificant's relationship to the tribute and use that as a merge field

When linking a notificant to a tribute, you could indicate how you'd want to reflect their relationship to the tribute in a letter. For example, when sending a letter to a notificant you could pull from this merge field to populate the bold part o...
almost 3 years ago in Tributes 1 Not Prioritized

Include country in letter envelopes for international mailings

I really appreciate the new "Envelopes" option that creates a pdf of addressed envelopes for our thank you letters. Unfortunately the country name is not being pulled into the address for international addresses. It would be great if you could fix...
almost 3 years ago in Donor Communications / Letters 2 Not Prioritized

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
over 2 years ago in Transactions / Tributes 0 Not Prioritized

Acknowledgement tasks should have the option to turn into acknowledgements on transactions

When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Invoice tracking

Track invoices as a distinct communication type, separate from pledge reminders. Example features: Track whether a gift schedule has received an invoice Track the date the most recent invoice was sent Export the invoice date to a file for accounti...
over 1 year ago in Donor Communications 0 Not Prioritized

Format letters to create tear-off membership cards

Format letters to create printable, tear-off membership cards
over 1 year ago in Letters 0 Not Prioritized

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
over 1 year ago in Donor Communications / Timeline 0 Not Prioritized

Add "Do not text" as a communication restriction

As we move towards texting our donors, it would be helpful to be able to easily mark which ones request to not receive text (the same way we have that feat for calls).
over 3 years ago in Donor Communications 0 Not Prioritized

Allow attachments on tribute records

Adding an attachment section would enable us to attach relevant documents, such as an obituary on a memorial record.
over 2 years ago in Tributes 0 Not Prioritized

Initiate Tribute Notification from Tribute Screen

The ability to initiate an acknowledgement letter for a Notificant should be available from the Tribute screen.
over 1 year ago in Tributes 1 Not Prioritized