Welcome to Luminate Ideas!

Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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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!!