Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Output all Memberships in Acknowledgements Process

Sales orders processed through Daily Sales can have multiple gift membership transactions in a single order, but the Acknowledgements process only outputs one gift membership and the rest need to be done manually. All gift memberships should be included as separate acknowledged records.

  • Guest
  • Dec 15 2016
  • Reviewed
Marketing and Communications
  • Attach files
  • Sharon Renner commented
    29 Aug 18:56

    A solution for EMAILED acknowledgements would be appreciated!

    Attachments Open full size
  • Rachel Nigro commented
    December 15, 2016 17:29

    Hi there, 

    The acknowledgement process will pull one letter per piece of revenue, but you can still output multiple applications or items on the letter from that order. See our Solution: https://kb.blackbaud.com/articles/Article/72978 When you're adding gift membership fields in Step 5.1, simply choose "Number to export" to be a number greater than 1.

     

    I hope this helps!

    Attachments Open full size

Related ideas