Print giving statements based on a people view
M
Michael Roskamp
We use a custom field to note how individuals prefer to receive their giving statements. We default to only sending digital giving statements, but we print statements out for people for whom we don't have email addresses or who have explicitly asked for a printed copy.
I set up a people view and report that lists all people that have explicitly asked for printed giving statements. It'd be really nice if I had the option in the print dialog to print statements for everyone in a particular view/report.
In the meantime, my process is to use the built-in print option for everyone without an email address, then I do a second step of manually generating the "Giving Statements" report and filter by name, in which I manually copy over the names from the aforementioned view/report.
J
Johana Flores
Yes, Please allow admins a way to go to a individuals name profile and export a pdf copy of there giving statement towards any custom date. CCB (Community Church Builder) had this capability and it was very useful.
Around tax time people call in to receive a PDF copy sent electronically and it was very easy for me to do a look up, name search, insert custom date and export a PDF, save and send.
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John Roscoe
We have migrated from Church Helpmate and in that system it has a selection for each person to Print only / Email only / Print & Email. I would like to see the same introduced into ChMS as it would give people what they want without the extra frustration and admin time. In the meantime we have made a custom field to select printed statements, but it creates an additional time wasting step for the administrator that could be avoided.
Ideally this option should only appear if a giving number is entered.
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John Roscoe
An update, 3 months after the end of tax year. We have had a constant trickle of people calling up to ask for a printed statement. So far about 70 separate requests saying "No printer, cant access emails even though they have an email address" etc. Please consider planning this upgrade before March next year, so our administrator can retain her hair and her sanity!