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Create Personalization fields for YTD and Previous Year TAX-DEDUCTIBLE Contribution Amounts

Currently, I have to pull this data out of Common Ground and re-import it back into CLO just to be able to send out summary tax letters. This takes many hours and more than a few reporting/MS Excel tricks just to be able to do. If you just added this very simple feature, you could make year-end tax receipting so much easier with this!!

  • Brent Heatherington
  • Mar 31 2015
  • Reviewed: Voting Open
Area of the Product Payments
Org/Company Name National Iranian American Council
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