YTD Amount is incorrect in Donor Acknowledgement Letters

When sending Donor Acknowledgement Letters, users may want to include the Gifts.YTD field. Users report unexpected results in the merge field when the full gift amount displays instead of the receipt amount, or soft credit amount.

We have evaluated this issue as a potential defect and we have determined it will not be addressed in the software in its current state.  In this case, the risks and challenges outweigh the potential benefit of resolving this issue.

We wish we could address each and every issue that we come across, but there are occasions when addressing certain issues would add risk to causing a bigger problem or would put other prioritized initiatives at risk. 

We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers.

Steps to Duplicate

1. Mail > Donor Acknowledgement Letters
2. New
3. Include one constituent whose receipt amount is less than gift amount
4. Set Gift Date = This calendar year.
5. On Tab 2: Fields to Include > Select Gifts.YTD Amount
6. Insert Merge fields in template, including YTD Amount
7. Merge 

Letter merges with gift amount and YTD Amount the same


 Raiser's Edge

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