Multi-task while Generating an Email from a template

Right now, when you Generate an email from a template and are working in the body of the email, you can't access anything else in Gifts while drafting that email. You can only perform the one task and you can't access any of the records in Gifts while working on the email. The only choices you have once you click Generate Correspondence on the email are to send the email or cancel out of the email screen, losing all of your work. This is a problem for us because not all of the information we want to include in our emails can be pulled from Gifts in a merge field, so we have to write down or memorize the certain details that are stored in Gifts that we want to include in the email.

  • Dorothy Wickens
  • Oct 11 2018
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