Bring Letter Codes (configuration > Letters) to Unified View - Gift, Action, Appeal, Event, Constituent

Make sure to bring over the ability to manage Letter Codes to Unified View. Letter codes are very important for conditional letter merges.

  • Emily Marshall
  • Sep 28 2025
  • Reviewed: Voting Open
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  • Amy Daultrey commented
    06 Mar 11:37

    Currently in web view Letter Code only appears if the status is Not Acknowledged or Acknowledged. Need it to be visible for Do Not as well. It's useful to use letter to indicate WHY a gift is Do Not Acknowledge (rather than burying this in a custom field). ie. Ack Status is DNA, Letter Code is "No letter - donor declined" or "No letter - below minimum amt". Having it right there in letter field is faster for users to understand and complete.

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  • Suzie Capps commented
    September 30, 2025 08:18

    Yes please!

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