Have the ability to re-receipt via global change or process

This would be useful as if a receipt list process fails or leaves any records off this would allow you to ensure that the constituents receive a receipt.

  • Guest
  • Dec 20 2016
  • Reviewed: Voting Open
Blackbaud CRM / Marketing and Communications
Organization Name (Please enter full organization name) University Of California, San Diego
Reported Version 4.0
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  • David Wanless commented
    November 18, 2020 00:22

    Hi Nicola,

    Thanks. I've just written just such a Global Change. If anyone else is
    interested in it, please contact me at david.wanless@wilderness.org.au.

    Ciao,

    David.

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  • Admin
    Nicola Cameron commented
    November 17, 2020 11:37

    I have marked this as Voting Open, however, if this is a priority for you, a custom Global Change may be the way forward and I recommend talking with your in-house developers or Blackbaud Professional Services.

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  • David Wanless commented
    November 16, 2020 22:32

    Thanks, Nicola. I knew about that, but it is only relevant if we wish to re-receipt all revenue receipted by a particular run of a receipting process, which is not the case. We need a general method of re-receipting a selection of revenue records. In the current instance we have over 500 receipts over several months, all of which were generated along with other receipts in the same receipt processes. Re-receipting each manually will take many hours. We need a Global Change or similar.

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  • Admin
    Nicola Cameron commented
    November 16, 2020 09:33

    Please refer to the CRM Communications Guide page 217 on how this can be achieved.

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