Uploaded image for project: 'CiviCRM'
  1. CiviCRM
  2. CRM-9087

New workflow for sending thank-you notes for contributions

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Duplicate
    • Affects Version/s: 3.4.8
    • Fix Version/s: 4.2.0
    • Component/s: CiviContribute
    • Labels:
      None
    • Documentation Required?:
      None
    • Funding Source:
      Needs Funding

      Description

      1. Do a search for contributions with no thank-you date (using the existing contribution search form)

      2. Select contributions and pick "Send a thank-you note" or similar from the drop-down menu.

      3. User chooses between PDF and email, like they do with the Receipt function.

      4. The message editor would pop up, offering choice between available message templates, with tokens available to describe the contribution being thanked (including especially amount and date) in addition to normal message template tokens for contact info.

      5. Once letter generation is complete, the thank-you-date field on those contributions would be updated.

        Attachments

          Activity

            People

            • Assignee:
              lobo Donald A. Lobo
              Reporter:
              johns John Sullivan
            • Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved: