Add confirmation step before emailing Giving Statements

It would be very helpful to have a confirmation step before Giving Statements are emailed in Raiser’s Edge NXT. Currently, selecting the email option sends statements immediately with a single click. Adding a confirmation screen (or second step) to review recipients and delivery method before sending would help prevent accidental emails and give users a chance to double-check selections before statements are sent.

This added safeguard would improve accuracy and reduce the risk of unintended communications, especially when users intend to download PDFs rather than email statements.

  • Natajia Sconiers
  • Jan 28 2026
  • Reviewed: Voting Open
  • Attach files
  • Diana Bronsema commented
    30 Mar 17:41

    Also, being able to see an example of what is being sent fully before sending. (Ie. what the email looks like and what the PDF attachment or embedded document looks like).