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Author: Kristenson, Joel

Last Updated: 2022-01-25

Overview

This article shows how to flag donors as “no thank you needed”.  This feature is useful in order to filter these donors from the Thank You Letter list when issuing donation receipts.  For example, if a donor gives a monthly donation and they don’t want to receive a thank you receipt for each donation.

 Tip: Click here to learn how to create attribute folders and items (custom categories).

Steps

Create an attribute in a donor’s record with a name such as “Thank You Letter Not Needed”.  Example below.

Once the attribute has been created, navigate to your Organization / Committee record by following System Manager > Lists > Organization.  Example below.

Note: if you don’t have access this part of the system, you’ll need your database admin to assist.  Click here to learn about user permissions.

Open your organization record.  My example is below.

Under the Settings tab you can select the attribute from the drop-down, which was created in the previous steps.

[Save and Close] the Organization record.

Navigate to the Thank You Letter – Contributions list.  By default, donors that are flagged with the attribute you created will be excluded from this list.

Note: You can uncheck the box called “Exclude thank-you-not-needed contacts” if you want to include them in the list.

The related resources below provide quick links to other useful articles and videos.

Related Resources

Article: Create Attribute Folders and Items

Article: Writing Donor Thank You Letters

Article: How to Perform Mail-Merge with Trail Blazer and Microsoft Word

Video: Attributes – Adding New

Video Playlist: Letter Writing

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