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

  • Guest
  • Jul 2 2018
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) UC San Diego
Reported Version 4.0
  • Attach files
  • Arthur Gerstein commented
    30 Oct, 2019 11:31pm

    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

  • Chris Jackson commented
    10 May, 2019 02:31pm

    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.

  • Erika Layfield commented
    18 Jan, 2019 06:32pm

    Yes!

  • Guest commented
    30 Jul, 2018 03:10am

    See earlier version of same idea - https://bbcrm.ideas.aha.io/ideas/CRM-I-2044

    Come on BB.  This should be core functionality!

  • Guest commented
    3 Jul, 2018 02:54pm

    Good point!  I edited it!

  • Guest commented
    3 Jul, 2018 02:16pm

    This should not just function off of primary email, but take into account mail preferences.

  • and 36 more