Generate tribute notificant letters without creating a letter batch
Explore a more efficient way to create & personalize a single tribute notificant letter, without having to go through the entire process of running a batch of letters.
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...
Need to be able to control email preview header text
I don't want every email preview header text to start with "make a donation" because our masthead has a donate button. We will have to redesign it. This is a rather aggravating non feature of your email program. In other platforms we use the previ...
Merge field for notes/comments from the donor to the tribute notificant
Some tribute donors include a personal note to be shared with the notificant. We would like a way to automate adding these to the Tribute Letter. The easiest way to do that would be if we had the ability to select the Transaction Note field to be ...
It would be helpful to have a way to change the language in our email footer from Unsubscribe to Opt Out or Manage Communication Preferences. We have some supporters who aren't seeing or emails because they have filters flagging the word Unsubscri...
Adding a section to track a tributes date of passing
Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
Getting notified when someone else writes a note to a task that I created
When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.