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
Organization Name (Please enter full organization name) UC San Diego
Reported Version 4.0
  • Attach files
  • Guest commented
    July 3, 2018 14:16

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

  • Guest commented
    July 3, 2018 14:54

    Good point!  I edited it!

  • Guest commented
    July 30, 2018 03:10

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

    Come on BB.  This should be core functionality!