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  • Donor address on system receipt

    In reviewing donor security, we would like to remove billing address from the cnp system receipts. We don't want to send sensitive, personal information in insecure email.

    Is there a place where we can implement this?

    Thanks,
    Radha

  • #2
    Good day Radha

    This may easily be done with the custom receipts done in Connect. You may customize it any which way you want.

    Have you tried the custom receipts?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    • #3
      No we haven't.

      1) does that mean that we cannot remove the billing name from the system receipt?

      2) When you say "custom receipts", are you referring to Connect --> Settings --> Receipt --> Receipt Builder?

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      • #4
        Good day @Radha

        1. Yes, in the API generic receipt we don't have a way to remove that information as that is all hard coded.

        2. You are correct. We are referring to Connect receipts which is fully customizable and will send the Receipt based on Connect Campaign alias.

        Hope that answers your question. Let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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