Altru Ideas

Provide a household revenue exclusion for appeal mailings

We've been using the appeal mailing process a little more and noticed that when you select the exclusion to remove constituents who have given in X weeks or days it only looks at individuals, not households. So even if you select "send one mailing per household" you can easily get an address for a household which has given during the exclusion period if one of the members of the household has not given. In 90% of cases for us this is exactly what happens rendering this exclusion filter pretty useless. I was given a workaround by Blackbaud support using smart fields which will work but it would be really nice if it could just be done in the mailing itself using a filter.
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  • Jan 4 2016
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