News
Missing details for Certificates
Ahead of tax season a useful feature has been added to send donors an update request email if they are missing required information for their certificate.
The email will tell them what is missing and include an update link for them to update themselves.
When they update their details, you are sent an email advising of what changes have been made.
Here are links to show how to do this:
Creating a template for missing detailsSending a missing details email individually or in bulk
Excluding contacts from an missing details email
Missing details report
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