Nonprofit Year End Donation Receipt

Instructions hidden in private website

The directions to set up this package appear to be on a private website that cannot be publicly accessed. This shouldn't be an issue on the app exchange ... Very disappointed in Salesforce for allowing this to even be a possible issue. Here's the website where the instructions were available about 9 months ago: https://unhandledsunshine.com/2022/01/03/year-end-tax-receipt-for-donors/ Not sure when the site went private, but this is the problem with critical services being serviced by volunteers instead of the app itself.

I downloaded this app and I cannot find it

I have downloaded this app from the App Exchange and see it in my Installed Packages, but cannot figure out how to open the App in Salesforce?

Great App to help NonProfits finish the year!

Super easy app, simple to use, and fantastic customer support. I so appreciated the way Jessie got back to me right away when I had a question. And IT'S FREE. I don't get that kind of response from some of the apps I pay for!

Jessie is responsive and helpful!

I'm not tech savvy and so using this app in the sandbox was challenging for me. Jessie was responsive and helpful throughout the process, and got me to a good place with easy to use instructions and quick answers to questions. Once installed, it was relatively easy to use and improved productivity and efficiency during the end-of-year tax statement delivery. I have three wishes to consider for updated versions: 1. could it be coded to use from either household account or contact instead of just by contact. (We need both donors or family names on our tax statements.) 2) I need a version that allows us to both print or email since not all our donors have email addressees! 3) Changing out the grid to include "Designation" instead of "Campaign". In our experience, donors are familiar with designation language concerning their contributions. Campaigns seems more marketing driven.

Very helpful tool

I am quite pleased with the results of using this package in Salesforce. The client was previously doing this manually, but this tool will save us a lot of time. My only request is that the tool could be used not just for emails but also for documents - the client wants letters printed and physically mailed as well as emails. Great work and great tool!

Simple to implement and use

This tool is built on the contact record type, meaning I was able to reference multiple merge fields. I included whatever contact record data we had and asked the recipient to alert us if there were any updates in the body of the email. In doing so we were able to increase engagement and even got additional donations! I am a non-programmer, but had no trouble following the installation and activation directions. All that, and the creator, Jessie Rymph is super-responsive to email inquiries. I highly recommend this tool.