Receipting & Acknowledgements
fundraisingManager includes integrated support for Tribute emails to automatically be sent when a Tribute gift is entered, and a notification by email is re...
Mon, 17 Jan, 2022 at 12:58 PM
fundraisingManager 2.0 acknowledges one-time and recurring donations using Lightning Email templates . Each Form Configuration can have its own email templa...
Wed, 19 Jan, 2022 at 5:21 PM
Email templates define the acknowledgements sent to donors, to utilize a template you must first assign it to a form configuration (donation form). To updat...
Wed, 22 Dec, 2021 at 2:44 PM
To use an image in an email template it must be web image, you add it to the email template using the web address. To create a web accessible image see t...
Tue, 21 Dec, 2021 at 3:13 PM
When including images on email templates, we find that email services may block the images. We find using web-images will show the email as you intended. A ...
Tue, 19 Jul, 2022 at 11:45 AM
You may have occasions where donations are not fully eligible for a receipt or completely ineligible. fundraisingManager lets you manage receipt eligibi...
Wed, 22 Dec, 2021 at 2:41 PM
If a mistake has been made and receipt should not have been issued. You can easily void a receipt in fundraisingManager. From the gift/donation record y...
Thu, 14 Oct, 2021 at 3:25 PM
fundraisingManager now includes integrated support for Tribute emails to automatically be sent when a Tribute gift is entered, and a notification by email i...
Wed, 23 Feb, 2022 at 4:22 PM
Overview: Issuing In-Kind Gift Receipts is now supported natively in fundraisingManager, including the ability to: Acknowledge (by email) an In-Kin...
Wed, 23 Feb, 2022 at 4:32 PM
To add new Opp record types, there are few steps to configure the system 1. Define and Create new Record type on the Opp object(Note: the Record Type Na...
Mon, 13 Mar, 2023 at 11:18 AM