Acknowledgement Tasks

Use Acknowledgements to manage the revenue and tribute acknowledgement processes in your database. To access Acknowledgements, select Marketing and Communications, Acknowledgements from the menu bar. The Acknowledgements page appears.

On the Review Acknowledgements tab, view details from multiple processes for revenue and tribute acknowledgements. The tab displays recently run processes and lists information such as the Status of the process, when it was Started, and the Number of records processed.

On the Acknowledgements tab, the Acknowledgement processes grid lists the acknowledgement processes in the database and displays the Type, Name, Description, Letter, and Acknowledgement date of each process. You select the acknowledgement type when you create the acknowledgement and you enter the remaining information when you add the acknowledgement process to the database. Depending on your security rights and system role, you perform functions to manage acknowledgement processes in the database.

To add letters to the database and assign the letter to revenue, select the Letters tab. These letters and letter processes are used during the acknowledgement process.

The Letters grid displays the Word documents available for revenue and tribute acknowledgement processes. The grid lists the type and name of the Letter in the program and the Word template used for the letter. In addition, the grid lists the Selection of revenue that the letter applies to.

The Assign letter processes grid lists the letters assigned to revenue. A letter process assigns the letter name to the revenue type (or types) you specify. For example, you can send the Pledge Thank You letter to all revenue with a gift type of Pledge. The grid lists information such as Date last run and the Selection the process uses.

Warning: Before you create a revenue acknowledgement process, you must add letters and assign the letters to revenue.

When a tribute is applied to a transaction, the tribute letter defaults automatically on the Letters tab on a revenue record. At that time, the letter is associated with the acknowledgees for the tribute. Therefore, tribute letters do not require an assign letter process in Acknowledgements.

Depending on your security rights and system role, you perform functions to manage acknowledgement processes in the database.