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In the "View Contacts" screen, under the "Group Actions" menu, click on "Send Year End Receipts to Current Group". You'll be given the option to email, print or send to prayerletters.com:
I have a question regarding this report. I have a donor who needs an additional copy. Is there a way to pull a year end statement for just one particular person?
Mary, when running the report, you're prompted as to which donors to run it for. "Current contact" is one of those options.
I would like to make our logo smaller on the Year End Summary and remove the donor's email address located below their address, how can I do this? Kelli
Hi Kelli, The reports can be edited in Crystal Reports XI. We offer report customization services if you want to hire us. --Troy
I am trying to produce Year end receipts for our donors. The instructions say to go to "View Contacts" and then to the Group Actions menu. I do not see this. I have a group menu list but the only options under actions are to export the group. In the contact menu there is an actions item but it leads no where. How do I get to the option referred to as "Send year end summary receipts to donors"?
Hi Jill, You need to be on DonorWise 4.1 to see the "Group Actions" menu when you're in the "View Contacts" screen. --Troy
