Add new Revenue Letter to Acknowledged Revenue Record if Constituent on Payment was Changed

My organization occasionally has to change the constituent on a revenue record after the original donor has already received an acknowledged revenue letter.

We would like either a new unacknowledged revenue letter to be automatically added to acknowledged gifts if the constituent is changed OR a setting that would allow this behavior so organizations can choose whether they want CRM to do this or not.

  • Guest
  • Jan 29 2025
  • Reviewed: Voting Open
Reported Version 4.0
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