We need a way to have a hard copy of the email gift receipts.
Either a PDF of all email gifts receipts successfully sent or the ability to BCC on all emails. (This would allow us to capture the email and gift receipt attachment.) PDF is preferred.

we use the letter code to determine the letter that is generated. that means that every letter type would need to be the same for the soft credit version. We normally onky send the letter to the soft credit (unless it is the spouse). Example- we credit a Fidelity check for a hard credit and Mr. Smith for the soft credit. We only send the letter to Mr. Smith (and let him know the receipt will be ssued by Fidelity).

I would love to be able to preview and edit all the letters in one document before the pdf is generated that would attach each letter to the gift. It can be rather cumbersome to edit each letter page by page if needed or to find an error after the letter is generated and attach a new edited version once the correction is made.

I run a lybnt letter once a month and pull in last gift date and last gift amount. I can not use letterbox to do this letter currently because those merge fields are not available.

Add a checkbox to the bulk letter run page to be able to select and delete multiple letters at a time instead of having to go into the three dot menu and delete one at a time.

It would be really helpful if address fields were dynamic so when mailing an organisation we could pull the main contact address not just the org address.

Ability to create an Auto Send Letter trigger with Criteria allowing us to select a specific a Gift custom field. This would allows us to select all gifts with the Gift Custom Field that tells us the donation was received from a specific donation form and automate the receipt.

One consolidated tribute letter listing all donors for the acknowledge of the tribute.

It would be great to control/edit/alter the confirmation emails. Currently it goes to the user that created it not the user who needs to see it.

The ability to disable and/or edit recipient would be useful.

It would be very helpful when reviewing ready letters in bulk letter view, if it was possible to edit or swap the displayed contact name and email address for an organization.

This way, if we see that a letter is currently going to a different contact+email than intended, it can be easily changed within Letter Box before sending.

Adding Campaign/Fund/Appeal attributes into conditional template and gift letter merge.

Are there limits to the margins when configuring templates? Why can I not adjust the margins to be more than 5cm?

We'd like to create an obituary report. Not a letter but a report. We would choose the deceased constituent and print a one-page report including their obituary, which is stored in Notes in RE NXT. It would be nice to link to other tables too, such as Relations. This report would be helpful in stewardship of the family and friends of the deceased.

Primarily this would be useful to attach additional documents to emails sent from Letter Box

Add the option on the gift tile and bulk letter run options to automatically set the receipt date to be the same as the gift date, rather than the current date

Allow filtering for records with specific solicit codes when setting up Auto Send letters.

Would like to have membership and benefits information as merge field options in gift letter templates.

When creating a letter template for soft credit donors, can we have an option to add a merge field of the NAME of the Main Gift Donor? Currently if I use the Name merge field, it would use the name of the soft credit record instead.

You can only download the ones that were not emailable, but it means if you want to send everyone a letter, you now have to make a separate batch and redo all of your edits.

It would be great if you could add dynamic fields based on the user creating the record, so a template, for example, can be signed off dynamically by the person creating it.

As NXt lists are limited we would like to be able to connect letterbox to a query now that query is part of NXT. For example, we would like to see all gifts added this week and date added is not part of the gift list but can be used in query.

Ability to insert different date formats, i.e. February 19, 2025; 19 February 2025; 19 Feb 2025; Feb. 19, 2025

I need to be able to pull the pledge balance into my letter templates.

The ability in a giving summary template to add the receipt number as a personalize field. This receipt number would be the number of the first gift for instance. This is useful for orgs who have the same receipt number for all the gifts for a given constituent.

It would be great to have a spot to create a custome size letter (document) and envelope size.