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CommunitySuite Idea Lab: Profiles

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Saving Yearly Tax Receipts to Profiles

Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

4 votes

Anne Reid shared this idea · Feb 14, 2025 · Report… · Admin →

Proposed Idea · Mar 12, 2025

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Anne Reid commented · February 14, 2025 3:24 PM · Report

Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

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