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Can we download individual Acknowledgement Letters from the constituent record

When viewing a constituent record, I can see which letter was sent (the name of it appears), but not a copy of the letter? So if I changed the content at some point in the future, I wouldn‰Ûªt necessarily be able to re-print a copy of the letter we sent them.



In our recent audit process, the auditors wanted to see copies of the letters we sent to donors. Granted these were for the large and uncommon gifts, so we could keep a paper file for these, but it would be great to have it in Altru so it can just be printed on demand. Something our smaller donors might ask for if they have misplaced their letter and want another copy for tax deductions, or something.



Rachel did say that I could go to the history tab of the acknowledgment and re-download the letter or for the large unique gifts upload a copy to that record - but it would be much handier and convenient to have this happen through he acknowledgement process for all the letter.
  • Guest
  • Jan 4 2016
Best Practices / Constituent Records / Marketing and Communications
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  • Laura Schmid commented
    February 06, 2021 19:15

    I figured out a work-around for this. I consulted Blackbaud staff on a way to do this and someone referred me to the Letter Templates Library and setting up Letters there that mirror my acknowledgments. Then when you need to do a "one-off letter" you can go to the constituent's record and "Write letter from template" under the task menu, then choose whichever letter you need to print one of. This has been a life-saver for us for returned mail with wrong addresses that need to be generated weeks after the letter was originally generated from acknowledgements. I highly recommend working with BB Support to set this up for your needs.


    But I agree - BB should implement a one-off acknowledgment as you suggest. The work-around we had to create to accomplish this need was complicated. It shouldn't be that difficult. An intuitive easy solution should be built into the system.

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