Show sent financial acknowledgements on constituent timelines
Currently once financial acknowledgement emails are sent, there is no way for other users to know the constituent has been thanked. Could you add the option to log the thank you on timelines so colleagues can see?
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23 Aug, '22
<Hidden>I was just about to post this as an update request too, so will instead add on to this.
It would be an INCREDIBLY HELPFUL change :o)
At the moment, the 'send acknowledgment' button in the Financial Acknowledgments screen is no use as it does not add a record to the constituent timeline.
It would be so helpful as it did - this screen could then be used as a task list as such for those emailing / writing to constituents to thank them for donations received.
There seems to be no easy way to do this through Donorfy otherwise.
Thanks so much,
Francesca