Saving PDF Receipting and thank you letters

An amazing and helpful idea would be for all generated PDFs for Gift Receipting and Donor Acknowledgment letters and any other mailer to be automatically saved as a copy on the constituent profile. FOr example, if I gave to a campaign, I would like to send my acknowledgement letter and then go into my constituent record and look at the gift record and see a copy of the letter I sent in as an attachment on that record

  • Guest
  • Nov 29 2021
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