Hello everybody

I have to post this one simply because of my frustration regarding issuing receipts.

Problem that I have is very simple. When issuing receipts for donations system will issue receipt for records marked as receipt type=consolidated receipts under Bio2. According to Blackbaud, solution to prevent this is to create attribute and then use Attribute tab in mail to include or exclude consolidated receipts. Sound good but when you have more that few thousands records marked consolidated and number is changing on daily basis it is hard to push data entry person to change record on 2 places instead one.

I wonder why they did not include opt out option in mail for selecting receipts type(like for deceased or inactive constituents)?

At the end I created custom query for day to day receipts where I excluded records marked as consolidated receipts from mailing but that's not a proper way to do receipts.

Now if they have to issue receipts for events I have to remember to exclude consolidated receipts from gift query :(

Who was the genius at blackbaud who suggested an attribute for a field already existing in RE?

Unfortunately it was shortsighted of RE not to include the ability to filter on receipt type so on a daily basis you will need to include a query but that query needs to only identify those who are not on consolidated receipting (using the existing field not any other attrbute).

I believe I gave BB the suggestion to add the ability to filter on receipt type several years ago but as of yet has not been implemented.  I can't even find the suggestion in Knowledgebase.

Misho Pikulic:

Solution Number: BB44414  Applicable Product(s): Raiser's Edge 7

Solution Title:  How to exclude annually consolidated receipts from printing in Raiser's Edge 7

1. Add an attribute to the constituent's record to denote he receives a consolidated receipt 2. In Mail on the Attributes tab, exclude the attribute from Step 1

Here is the problem or goal:

How to exclude annually consolidated receipts from printing

Problem Environment:

Occurs when printing non-consolidated receipts

YOU MUST BE JOKING - IS THIS A REAL KB SOLUTION?

BB is telling you to create an attribute which mimics an already existing canned field just because they forgot to add the ability to filter in receipts/acknowledgments?  They can't seriously want you to create another field and data enter the same info in two places?  Why does this suggestion not mention just adding a query on the current field?  Can someone at BB please talk to the KB people and tell them that this KB solution needs updating - seriously. 

How to exclude annually consolidated receipts from printing


Also, the suggestion is BB92962.  Melissa, if you can let us know how you searched, we will update the suggestion to make it more searchable.

This solution worked in my previous position because we were small organization and it was easy to manage less than hundred consolidated records.