Enable Marketing Acknowledgement Templates to both assign letters based on segmentation and allow multiple letters per revenue

My organization uses marketing acknowledgement letters as receipts. We need to allow multiple letters per revenue because we need the process to receipt records that already have a revenue acknowledgement letter assigned. But we also give different receipts depending on the level of donor, so we need to assign letters based on segmentation as well.

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  • Aug 18 2016
Blackbaud CRM / Marketing and Communications
Organization Name (Please enter full organization name) Save the Children
Reported Version 4.0
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  • David Wanless commented
    May 03, 2018 04:22

    It would be very handy to be able to assign a letter again to a revenue record where it has been previously assigned.  This would better reflect the situation when we re-receipt a payment or when we accidentally send a duplicate receipt.  We can then see on the person's record that they were sent the letter twice (and on which dates).

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