Ability to view what email gift receipt template was used for a particular gift in RE NXT

It would be helpful to see what email receipt template was used for a sent gift receipt. It is currently not viewable in gift record or receipt views.

  • Lee Karp
  • Jul 2 2025
  • Reviewed: Voting Open
  • Attach files
  • Kevyn Barnes commented
    15 Apr 17:38

    Yes! even though those of us with permissions to generate receipts can see the template name when clicking "duplicate receipt," it would be helpful to save a step and be able to see that on the Gift record's receipt panel without clicking an extra button, especially since that button is the slowest thing to load on gift records. I'd like fundraisers (who can't generate receipts) to be able to verify if a special receipt was sent without it falling on me to take extra steps to manually add an Action on the constituent record (e.g., IRA QCD tax-specific language, special e-receipts for event donations or for pledge final installments); they would be able to see that if the email receipt template name was listed directly on the gift record.

    In lieu of that, for QC/QA it would be nice to have a tab in the receipts module that temporarily shows the most recent e-receipted gifts and which email template was used, even if it only stored that info for a few hours or days (similar to the PDFs tab). That could possibly be used to Global Add actions to constituent records so it would be available to the fundraisers.



  • C C commented
    November 14, 2025 21:19

    Would love to be able to see the actual email that was sent as well. I also think sent receipts should be logged as actions and that's where you could access the sent email.

  • Suzie Capps commented
    July 10, 2025 14:40

    Yes please - this is so important for us to be able to see what a donor received after giving a gift. This could be as an action / email on the constituent record, or within the gift.