Need consolidated E-receipts in NXT

Currently monthly donors would receive 12 emails per year. Since database view isn't compatible with Gmail (another idea to add) we are forced to print a consolidated receipt in database view or send 12 emails throughout the year as one-time gifts. Please add consolidated functionality to NXT!

  • J Wilson
  • Feb 27 2024
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    • Daniel commented
      18 Feb 20:31

      This is a big problem with receipting in Web View. There's really no straightforward way to issue consolidated receipts to donors that want them.

      • Web View won't do it (the "receipt type" option on constituent profiles has no presence in Web View).

      • If we decide to keep consolidated receipting in database, we'd need to keep a separate list/query for those donors, extract the data and run the merge outside RE itself since we no longer have the option to merge with MS Word within the system

        • We'd also have to maintain at least one receipt stack for receipts we need to run in database

      It's really hard to push processes to move to web view when features are released missing key components from the database - I honestly would rather BB wait a few months and release web view receipting with this and other features.

    • Natalie Thielen commented
      07 Feb 14:55

      What is the point of giving the donor the option of getting a consolidated receipt if your can not do so. My donors will not like this and will not understand if they choose this option why it can not be available