Create the ability to email receipts & pledge reminders
With the ever increasing costs for Postage, Receipt Paper, Envelopes, Ink Cartridges, Printer Maintenance, Pledge Reminder Paper, Mail house charges to mail out, time and labor to receipt, Address Scrubs etc core CRM functionality to email receipts and pledge reminders would be beneficial to all entities that use CRM.
We need the ability to
- Receipt donors via preferred email address.
- Mark specific revenue for re-receipting via email from the revenue tab.(from returned mail)
- Send pledge reminder notices via preferred email address.
- Re-send Pledge Reminders via preferred email address.
- improve donor relations with the time needed to replace lost receipts during tax time
The enhancement request will save money for all of Blackbaud's current customers.
Email is the future
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Guest
- Jul 2 2018
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | UC San Diego |
| Reported Version | 4.0 |
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Related ideas
Crazy to me that this is not an easy-to-use, core functionality of the system. Honestly makes me unable to recommend this product as a CRM to other organisations.
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Considering the upcoming Mastercard requirements for recurring gifts, this would be a great improvement to implement..
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As a conservation organisation, email is much preferred not only for it's environmental reasons but also cost. Come on BB, this should be basic functionality!
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If this were installed SIX years ago when BBCRM users first asked for this, we all would have been ahead of other organizations relating to e-receipting during this pandemic. Blackbaud, please put your focus on core functionality rather than "cool stuff" your top CRM dudes feel like working on. Sorry for being rude but I'm not happy with paying third party entities for core functionality products.
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Why not look into the Blackbaud Market Place for ReceipterPro ? What allows you to do with receipting will make you do a double-take ! ReceipterPro can do a receipting session of multiple receipt templates and can print AND natively e-mail receipts. Blackbaud lets you do some receipting using mail merges - isn't that kind of ancient? Check out www.receipterpro.com
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Should there be a flag where donors preference to receive e-receipts over paper receipts can be recorded.
This would allow the org to honor a donors preference instead of setting an arbitrary rule if it wishes.
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Yes!
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See earlier version of same idea - https://bbcrm.ideas.aha.io/ideas/CRM-I-2044
Come on BB. This should be core functionality!
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Good point! I edited it!
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This should not just function off of primary email, but take into account mail preferences.
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