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.
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).