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64 results found

  1. Bulk reciepts emails

    It would be amazing to be able to EDIT the email that goes out with bulk receipts. Also it would be great if the default sentence: Attached is the receipts for your donation on xx/xx/xx <<<included a period at the end.

    Thank you!

    2 votes

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    1 comment  ·  Templates (excludes Fund Statements)  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive 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

  2. email tax

    When sending a Tax Receipt via Email, it would be helpful for the date in the "Attached is the tax receipt for your donation on _____" to populate the donation date. It currently says today's date instead of the date that the donation was made.

    11 votes

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    Archived  ·  1 comment  ·  Templates (excludes Fund Statements)  ·  Admin →

  3. Recurring Donation Login

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    50 votes

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    Archived  ·  2 comments  ·  Templates (excludes Fund Statements)  ·  Admin →

  4. Tax Receipt template: legal name for grantee's

    It would be great if the Grantee Name (DBA name) and the Legal Name would pull in on receipts to donors. Many non-profits "do business as" one name, while their legal name is technically different. When a donor makes a grant to the DBA Org Name on the donor portal and then gets an email receipt with the legal name of the organization, it can be confusing and seem like they granted to the wrong organization.

    0 votes

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    0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive 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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