Send letter in bulk to pledgers
Functional specifications:
- We are replicating the existing feature for contributions “Thank you letters - print or email” for the pledges.
- In menu Pledges, Find Pledges, make the Pledge statuses Pending, In progress and Overdue selected by default
- In menu Actions, add “Pledge Letters - print or email”
- When we select “Pledge Letters - print or email”, we land on a screen (replicate of the one for contributions)
- Replace Thank-you Letter for Contributions (PDF) by Pledge Letter
- Replace Update thank-you dates for these contributions by Update pledge letter dates for these pledges
- Remove Update receipt dates for these contributions
- Replace MAKE THANK-YOU LETTERS by MAKE PLEDGE LETTERS
The following tokens need to be available in the drop down Tokens so they can be included in a message template and resolved when included in the letter:
- Total pledge amount
- Total pledge payments
- Pledge balance
- Upcoming pledge payment amount
- Upcoming pledge payment due date