5 results found
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Ability to change fund template to advanced
Since the ability to archive templates isn't an option, it would be helpful if you could change a template to Advanced.
1 vote -
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!
21 votes -
Categorize unsent Tax Receipt letter view as "Unposted" and "Posted/Recent"
Categorize the Tax Receipt page that shows unsent tax receipts as either "Unposted" or "Posted/Recent", consistent with the Donation page. We post gifts and then send letters, and this view would be helpful to make sure we don't send a tax receipt letter before the gift has been reviewed.
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to move this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates
Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.
35 votesIf a donation advisor is added to the donation record prior to creating the tax receipt, the receipt will be addressed to the donation advisor. There are two additional idea lab requests to print the envelope for the donation advisor (currently uses donor info) and updating the salutation to the donation advisor salutation.
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yearly tax receipt
When generating a yearly tax receipt for an individual donor, please list the years available in some kind of order - most recent at the top would be preferential but ANY order would be helpful. Right now, they're all mixed up with no rhyme or reason.
4 votesThis idea is no longer relevant because a User can now define the date range when creating a yearly tax receipt.
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