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Donation/Payment Thank you tracking

kksnyder23
Tue, 12 Dec 2017 17:48:38 GMT

We have just started utilizing the payment tracking for donations and was wondering if there was a way to enter date Thank you note was sent, other than entering in the comments. Also, it would be great to have a way to enter goods donations (they have a value) as an option under payments instead of a log so you can search for a list of donors by recent dates of giving. Any suggestions or would this be a request for a future update? Thanks so much!

robinrt
Tue, 12 Dec 2017 18:12:16 GMT

You could use the log to record sending of thank you notes, but there isn't a way to link that with the donation/payment. Most people have a different payment type for in-kind or goods donations so that they can be separated on reports if you want to assign values - but many don't bother assigning a value, they just have an in-kind donation of $0 with the comments detailing the goods for records.