Add Solicit Code filter to Gift receipting in web view

We have quite a few organizations who do not want receipts emailed and individuals who have asked for year end receipts only. It would be great to add a filter that would allow us to not include the people not wanting emailed receipts.

  • Tim Doese
  • Nov 18 2020
  • Reviewed: Voting Open
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  • Jarod Bonino commented
    May 13, 2021 20:53

    I updated this idea to focus specifically on Gift receipting.


    We have updated the filter area of Giving statements so that it is now based on a Constituent List, which can be filtered by Solicit codes. So that particular flow does not work for this. Gift receipting, however, does not yet. Thanks for all the input! Keep it coming!

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  • Bridget Tucci commented
    November 19, 2020 17:43

    I agree with this idea and vote yes to Tim´s proposal.

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