1A - A copy of the email needs to be sent to user's email when pushing receipt emails to donors so we can save on our files and onto the donation file.
1B - Draft emails - You should also be able to send a draft of the receipt to yourself first, to check that all the information is correct before sending it on, especially for the consolidated receipt functions.
2 - Customizable information fields for additional info - for In Kind, other currency, and Stock donations, it is necessary to have a field that one can add specific information to specific receipts, like the stock cusips/shares/ sell price, or the descriptions of the in kind donations.
3 -Link to seperate E-Receipts. The receipts being sent out via RENXT are more like Acknowledgment letters, but there should also be a transaction specific e-receipt they can just print out and add to their files, similar to how the emails are sent via Online Express in raiser's edge - the email links to the receipt pdf with just the transaction, donor, and org info. You shouldn't have to print out a personalized email for the tax record.
4 - Ability to filter by recurring donors for consolidated receipts - super important for end of year donations - since recurring donors are not getting individual receipts, we need to be able to send them consolidated receipts for the year ASAP. By filtering donors by recurring donors, we can do this quickly.
Sunshine, I agree!
A copy of the receipt email may be necessary with the new Mastercard requirements. Please make this happen!
or could this email be automatically added to the donors record as an action so that we have a copy for auditing purposes
I second all of the above!!!!!!!!!!!
Would like to add:
1 - the ability to make a list out of the consolidated receipting feature so I can review constituents more easily.
2 - way to select all within the filter parameters to send receipt. An easier way than select all on each page of the tool.
3 - create a list from who has been sent consolidated receipts. OR have consolidate receipt as a filter in lists.