filename of tax receipt letter
We very much like that we can generate and send the tax receipt letters out by email from within CSuite.
However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.
Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt
5/26/2023: Templates: Updated the tax receipts email to show read as Donation Receipt and Donation Date. The Subject Line of the email will read the same Donation Receipt and Donation Date. For example, Donation Receipt 05/26/2023 Also, added the email for donors on the the tax receipt table when processing tax receipts.
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Marsha Strauss commented
I think it would be best to have the letter/recpt go out in the body of the email as I have had experience with in other software. The attachment is inane, let us write a note and have the recpt info all in one place.
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Laura Malone commented
We would really like to see this implemented. With cyber-threats on the rise, the existing filename coding system does not present as something that is safe to open. It would be extremely helpful if there was a different default that may be reflective of donors last name and date of gift (or something else that is easily recognizable as safe).
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Laurel Shulman commented
Yes, we have had a number of donors reach out to confirm the automated receipt was us before opening it. They think it is spam.