Custom Field in Year-End Tax Receipts
Our organization is required to include data from a custom field in our year-end tax receipts. This is currently not possible. I would like to request that custom fields be available in the year-end receipts. Without this field we have to create the entire mail merge process outside of CSuite.
9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.