Email Receipt Preview
planned
M
Martina Luppen
It would be extremely helpful to be able to preview a receipt (when processing these manually for donations received by check) before sending it in order to be able to see how the merge tags integrate into the document for the selected donor and donation in order to make sure that the document looks the way it was intended and has all or the right information. I like to see what I am actually sending before sending it.
Andrew Lutgen
updated the status to
planned
C
Carolyn Koesterman
Merged in a post:
Ability to add personalization to gift reciepts
A
Andra
I would love if there was an option to add a personal message to a receipt when downloading, printing, or e-mailing. Maybe there could be an option to add personalization that expands the pop-up to include a text box where personalization could be added? It should appear in a different font or color to stand out from the rest of the receipt if possible.
C
Carolyn Koesterman
Merged in a post:
More easily view a Print Preview for Receipt Templates
B
Bridgette
It would be helpful to see a print preview of receipts without having to switch to the gifts menu and preview on an actual donation.
C
Carolyn Koesterman
Merged in a post:
Customizing email template sent from individual profile
H
Heather P.
Ability to customize the template for the specific person we are emailing when Sending template email from an individual's profile.
C
Carolyn Koesterman
Merged in a post:
Make email gift receipts viewable and editable for sending
B
Beth Lucht
We are wondering if it would be possible prior to clicking send receipt if we could view what is being sent and also be able to edit that receipt. Sometimes it would be nice to add a personal touch if we know the donor well. Plus it is always nice to view what you are sending to ensure you didn't accidentally click the wrong receipt. Thanks for considering.
C
Carolyn Koesterman
Merged in a post:
Email Receipt Preview
M
Martina Luppen
It would be extremely helpful to be able to preview a receipt (when processing these manually for donations received by check) before sending it in order to be able to see how the merge tags integrate into the document for the selected donor and donation in order to make sure that the document looks the way it was intended and has all or the right information. I like to see what I am actually sending before sending it.
C
Carolyn Koesterman
updated the status to
under review
L
Lauren Barra Rourke
this would be incredibly helpful for us!