Create a Post

Title
Description (optional)
Powered by Noora
1
Adding custom name to bulk letterss

Is it possible to edit and make a customisable name to bulk letter runs? I use the same list to create donation receipts and each bulk letter is coming up with the same name. It would be really helpful to see a descriptive name, such as the date for each bulk letter run.

0
1
Make action description text editable

The action description automatically populates "Generated a gift letter..." We would like an option to say "Generated an invoice..."

0
1
Add "constituent name" as a seperate personalisation field

With the role out of organisation contact types and dynamic personalisation fields, the "name" field will export the main contact's name rather than the name of the organisation that made the gift.

In receipts, we will need a seperate "constituent name" field that will always export the name of the constituent that made the gift, regardless of whether it is an individual or an organisation.

1
3
Change name of generated PDFs

The ability to change the name of the generated PDFs from bulk letter runs. It currently uses the template name and would prefer to use internal naming conventions for the templates and then edit before sending to constituents.

0
2
Gift Attributes / Custom Fields for Pledge Payments

The gift attributes/custom fields for pledges should be available to be used for the associated pledge payments

2
1
The Ability to Add Days to a Date Merge Field

For example,

{{Today ()}} + 7, so letters don't seem "stale." Or

{{gift date}} plus 30, for next suggested giving date.

0
1
Modify the conditional/hard break from addressees

Please modify the addressee personalization field so that Letter Box removes (or observes) the conditional and hard breaks that have been built into the addressee and salutation configurations within the database view (dbv) that are still necessary for Mail functions in RE dbv like envelopes and labels. Thank you :)

0
1
Arrange and Sort Giving Summary Tables

The ability to arrange the fiels in the table, and sort by them. Right now, date appears to the right of amount, which was unexpected, and the information isn't sorted by either field; appears to be mostly in date order, but sometimes out of date order seemingly randomly. Unclear what field the table sorts by, but being able to rearrange the columns and choose which field to sort by would be incredibly helpful

0
1
Standards for Templates

Low priority.

The ability to set all templates at once to a certain margin, spacing, font, and pt size. Right now, if we decide to run a new letterhead or change the official font, all templates have to be changed individually, which is a pain.

This is not needed very often at all, but when it is needed, it's sorely missed.

0
1
Clone a Conditional Gift Template

The ability to clone a conditional gift template with all of its logic.

0
1
Conditional Template Fields Should be Lookups

When you make conditional gift templates, the fields to filter through are text boxes. This means you have to be very sure you're spelling things correctly, and if you change the name of the record, you have to remember to also change it in the conditional template. A lookup field shows you the options as they are spelled and creates a permanent link where changing the name of the record will not break it.

This issue is exacerbated by the requirement to choose a default letter on conditional gift templates. If there were no default letter, you could just run the list through and count on things not properly hit in the logic just being left out of the letters. Instead, they get the default letter and it obscures that they weren't properly triggered.

0
1
Conditional Gift Template Logic That Includes And/Or

The ability to say "
If fund = X AND Constituent type = individual,
then send Template X- for Individuals;
If fund = X AND Constituent type = organization,
then send Template X - for organizations"

1 - you can't even access the field that specifies if the constituent is org or ind. Only all of your constituent codes, which means if you change those, you have to remember to go and change the conditional templates.

2 - This wouldn't be so necessary if you could create logic in the template, as the need for separate templates is due to needing separate headers - salutation/addressee for individauls and name for organizations (since orgs don't have salutation/addressee, and the letter comes out with a blank space. It's still an issue of not being able to say "If fund is X and amount is > Y, send "Super Thank You" Template; if fund is X and amount is <=Y, send "Normal Thank You" Template"

3 - Right now having to strategicaly combine separate lists -> separate conditional gift templates, different conditional templates, and different literal templates to achieve the same goal. Ideally, one list of unacknowledge letters and then a conditional template with AND/OR Logic that can work for all of them.

0
1
Allow Vertical Alignment in Templates

Need to be able to center templates vertically, so they are centered on the page no matter the length of the merge fields.

Margins don't work as well for this due to that varying length of merge fields.

0
4
Make the author of actions created by Letter Box to reflect the user that created the letter
Under review

Currently the user that authorised the app is used. Modify to use the user that created the letter.

1
2
Add option to remove cents from gift values in templates

This would allow users to specify whether they would like cents in a gift to be shown or not when added to their template. Should users select that cents not be displayed, the gift amount would be rounded down to the nearest dollar.

0
1
Printed Letters - Page Length Limit

If we are using this tool to print a physical letter, we need to have better indicators as to its length. The template in which we type should be sized just like in a Word Document or a Google Doc so we can see where our margins are and when we are going onto a second page.

0
2
Add Package as personalization field
Under review
1
2
User restrictions on app and features

This feature would restrict certain users from accessing Letter Box or specific features. Some examples include:

  • Restricting access to the app
  • Restricting access to certain Red Arc tiles in constituents and gifts
  • Restricting specific features within the Letter Box app
0
4
Fundraiser added to action upon creating letters
Under review

This feature would allow a fundraiser to be assigned to an action upon email/PDF generation.

1
3
Additional options for conditional templates

This feature will add additional options for conditional templates. This includes the following:

  • Fundraisers/Solicitors
1
4
Gift specific personalization fields

This feature would include additional fields specific to the attributes of the gift, such as:

  • Multiple fund designations and fund split amount
  • Benefit value
  • Check number, check date, bank name, authorization code
  • Stock details
  • Attribute fields
0
3
Send email to multiple addresses

If an account has multiple email addresses linked (e.g. a primary email and a secondary email), gift receipts will be addressed to all email addresses linked to their account. Users will select which email addresses they want to send to (e.g. all, primary, primary and secondary etc.).

1
6
Add Fundraiser as personalization field
Under review

For adding to signature blocks and other uses.

  • Initial release will take first fundraiser found if multiple fundraisers are linked to the constituent.
  • Future releases may add the ability to specify a primary fundraiser type.
1
1
Ability to add education relationship fields

E.g. class year

0
1
Add ISO date formats

currently EMC supports the following formats for dates:

  • DD/MM/YYYY
  • MM/DD/YYYY

This will add support for the following ISO date formats:

  • YYYY-MM-DD
0