tax receipts downloaded in word
There are times when a tax recpt/ty template used for a donation may need a tweak or personalization for various reasons. However, if we do that, we then don't have what we actually sent the donor on the particular donation record bc we downloaded the letter at made the edits in word. Unless we then save and upload to have the proof. PITA. Please please put an editor/template creator in the software so we can have everything we do in one place!
Marsha Strauss
shared this idea
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Leigh Feala
commented
We actually make slight changes to our acknowledgement templates quite frequently, so we are always having to either 1) save and upload the final copy to the profile 2) create several different templates to try to ensure we have the letters we need or 3) not have a copy of the letter we sent. Having the option to save the final letter like we could in FIMS would be great!!