A new feature to track thank yous
I've built into version 5.31 a new feature that I really like: the program now tracks whether or not you have said "thank you" for a gift.
I've had this in the back of my mind for some time and some emails from some users asking for something like this (and telling how they thought it might work) gave me a few new ideas to try.
This past week we've been on the road quite a bit, and since my wife Beth doesn't mind driving, she was the pilot while I did some programming.
After a few prototypes, I had the thank you module written. It ties in very nicely to the "gift review" routine... simply adding a checkbox to each line where you indicate whether or not a gift has been thanked.
You can easily filter on the "un-thanked" gifts, and you can send an email or address an envelop right from there. In addition, you can optionally make a "touch" entry when you send the thank you. Pretty easy.
When reviewing a gift history on the partner detail screen, you can see which gifts are thanked, and which ones are not. You can also mark all gifts as "thanked", either donor by donor, month by month, or for the all time.
I like it, and the few folks that I have showed it to like it as well. I haven't announced it publicly yet, although it is available by live update. I have another routine I've added in this release that still needs a little testing, then we'll be ready to go!
I've had this in the back of my mind for some time and some emails from some users asking for something like this (and telling how they thought it might work) gave me a few new ideas to try.
This past week we've been on the road quite a bit, and since my wife Beth doesn't mind driving, she was the pilot while I did some programming.
After a few prototypes, I had the thank you module written. It ties in very nicely to the "gift review" routine... simply adding a checkbox to each line where you indicate whether or not a gift has been thanked.
You can easily filter on the "un-thanked" gifts, and you can send an email or address an envelop right from there. In addition, you can optionally make a "touch" entry when you send the thank you. Pretty easy.
When reviewing a gift history on the partner detail screen, you can see which gifts are thanked, and which ones are not. You can also mark all gifts as "thanked", either donor by donor, month by month, or for the all time.
I like it, and the few folks that I have showed it to like it as well. I haven't announced it publicly yet, although it is available by live update. I have another routine I've added in this release that still needs a little testing, then we'll be ready to go!
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