Allow filtering for records with specific solicit codes when setting up Auto Send letters.

Would like to have membership and benefits information as merge field options in gift letter templates.

When creating a letter template for soft credit donors, can we have an option to add a merge field of the NAME of the Main Gift Donor? Currently if I use the Name merge field, it would use the name of the soft credit record instead.

You can only download the ones that were not emailable, but it means if you want to send everyone a letter, you now have to make a separate batch and redo all of your edits.

It would be great if you could add dynamic fields based on the user creating the record, so a template, for example, can be signed off dynamically by the person creating it.

As NXt lists are limited we would like to be able to connect letterbox to a query now that query is part of NXT. For example, we would like to see all gifts added this week and date added is not part of the gift list but can be used in query.

Ability to insert different date formats, i.e. February 19, 2025; 19 February 2025; 19 Feb 2025; Feb. 19, 2025

I need to be able to pull the pledge balance into my letter templates.

The ability in a giving summary template to add the receipt number as a personalize field. This receipt number would be the number of the first gift for instance. This is useful for orgs who have the same receipt number for all the gifts for a given constituent.

It would be great to have a spot to create a custome size letter (document) and envelope size.

Many Blackbaud clients use a third-party document management system called PaperSave, by PairSoft. To achieve the greatest efficiency with our document management system, we need all documents in Raiser's Edge stored on the integrated PaperSave tile in lieu of the default Attachments tile. Please consider giving users the ability to configure LetterBox to store its documents on the PaperSave tile in RENXT rather than the default attachments tile.

You can generate other gift letter types from the LB widget on the gift record, but the new Pledge Schedule letters don't seem to have made it there yet.

Would love to see letters of that type available on the gift record page, as creating a list and batch for just a single letter is cumbersome. Thanks!

We do not like that any RE NXT user can access Letterbox. Add in access controls to limit access to features.

Can Bulk runs of letters be deleted or archived as they are attached on each donors record. If they are not then maybe they can be archived into months etc to make the whole area cleaner and easier to sort through.

Since templates that are attached to bulk runs can't be deleted, add the ability to archive templates that are no longer used in Letter Box so that they can be hidden in the interface.

Once a bulk letter run has been created it would be great to have the option to select a different contact person for specific letters

Ability to assign a letter template for each gift when adding in to RE NXT. Then having the ability to do a bulk letter run with multiple templates that have been assigned when entering the gift.

It would be very helpful to include this field when creating letters thanking donors for supporting a particular event and purchasing a package.

Create the option to change an email in a bulk letter run to PDF only and vice versa.

Is it possible to edit and make a customisable name to bulk letter runs? I use the same list to create donation receipts and each bulk letter is coming up with the same name. It would be really helpful to see a descriptive name, such as the date for each bulk letter run.

The action description automatically populates "Generated a gift letter..." We would like an option to say "Generated an invoice..."

With the role out of organisation contact types and dynamic personalisation fields, the "name" field will export the main contact's name rather than the name of the organisation that made the gift.

In receipts, we will need a seperate "constituent name" field that will always export the name of the constituent that made the gift, regardless of whether it is an individual or an organisation.

The ability to change the name of the generated PDFs from bulk letter runs. It currently uses the template name and would prefer to use internal naming conventions for the templates and then edit before sending to constituents.

The gift attributes/custom fields for pledges should be available to be used for the associated pledge payments