Ability to track PRINTED & MAILED Donor Reports in Stewardship Side

We have donors who do not use email, and we can only track the automatic report of who we have emailed the report to. We need to also see if we have printed & mailed the report to have an accurate reflection of who has been sent the donors report.

  • Guest
  • Mar 16 2020
  • Reviewed: Voting Open
Client Name "shard name" sunyulster
Functional Unit Donors
Employee Name Sheila Dvorak Galione
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  • Madeline Sobral commented
    April 11, 2022 15:29

    I did what Marie suggested! I created a "Delivery Method" contact field and wrote Mailed Also, Mailed Only. Worked well!

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  • Marie Loson commented
    September 18, 2021 00:15

    Couldn't you just create a new contact field to track this? Since printing and mailing is handled completely outside of Award Management, the system would have no automated way of knowing that once you generate a donor report it was then downloaded, printed, and mailed. You would have to provide that information in a new contact field.

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