-
contact records should be generated when mass email goes out, not when it is scheduled (avoid dupes)
I scheduled a mass email with journal contact selected, rescheduled it for later in the day, and it created journal contacts twice. I understand that this is a side effect at the moment to how that Tracking step is integrated (directly into the se...0
-
Send mass emails to only 1 address on persona
Some constituents have multiple email addresses per persona. It would be great to have mass emails only sent to 1 of those addresses (so they aren't getting multiple emails/tax letters). When you view a query, you are able to choose to view only t...0
-
It would be helpful to modify merge fields, particular the date for acknowledgement letters to be listed as ex: "November 30, 2020"
Currently the date populates as 11/30/20, which is informal for a donation acknowledgment letter. This causes us to manually add the date to each generated acknowledgement letter.0
-
Calendar Items Sent to Emails
We wanted to use the Calendar for reminders when donor's will donate for our Patronage Campaign, but the reminder only shows in the calendar on the main "Home Page" screen, but to be honest, nobody has the Home Page on screen all the time, as we a...0
-
Add Pledge Schedule to Pledge Payment Receipts
When constituents make a pledge with payments over a period of time, it would be very helpful if I could include the remaining pledge schedule on the pledge payment receipts. This provides the donor with a summary of what remaining payments are du...0
-
Allow users to make a DIY form with PDF upload ability
For our annual gala, we create a program book. This program book is a lot of work - mostly getting the artwork from program book ad purchasers. We would like to be able to have our donors purchase the ad AND upload the artwork all on one page.0
-
single mailing labels
if i can create a single thank you letter for a gift but can't do the same for a mailing lable without creating a custom query what's the point of having a very streamlined way of creating the document but not the mailing label. If you can create ...0
-
Add option to "view in a browser" for drag n drop templates in communications.
Not all email platforms work the same way. Some will not allow the photos to open. If you add a view in browser, then people can opt to view it online.0
-
Create a way to save drag n drop templates as pdfs.
I spent time creating two templates using the drag n drop editor and I need a way to save or download both documents to print and physically mail out. -
Ability to choose multiple auto-email templates through DIY forms
Ability to choose different email templates in DIY forms to match the information donors input. So we can send a different thank-you email to donors setting up a regular gift, to those setting up a one-time gift1