Ability to email annual statement report | Ideas for Raiser's Edge NXT

Ability to email annual statement report to donors

It would be very helpful if annual statement reports could be emailed to each donor through RENXT WebView.

Cherisse Gregory
Jan 25 2022
Reviewed: Voting Open

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KeChaunda Gilcrease commented

January 27, 2022 16:17

This would assist us in perfoming this task quicker and help save time and money with printing.

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4 Vote

Standard Reports, Annual Financial Reports to be Added to Constituent Record, Ability to Email after generating PDF, add an email Workflow option Merged

In lieu of Giving Statements (the capability does not match current needs for all organizations), we could use the Annual Financial Report as annual giving statements. The verbiage is preferable (includes receipt amount) and the layout is easier f...

Created 07 Aug 18:36 by Paola Ruvalcaba

Gift Communications / Reporting and Analysis / Workflow Designer

3 Reviewed: Voting Open