Add tax receipt # back to activity listing under contact
J
Jennifer
We manually enter a large number of tax receipts and payments and the new updated activity listing now no longer displays the tax receipt number. This means we need to open each tax receipt to copy the tax receipt number in order to paste the number in the notes section of the payment form which greatly increases the amount of time it takes to complete the process.
An even better solution would be to add a message box to the payment form and then we can generate the tax receipt when we input the payment. We need to have the campaign name printed on our tax receipts so currently the only way to do this is to generate the tax receipt first and add the campaign name to the message section and then once the tax receipt is generated we enter the payment and copy and paste the tax receipt number into the notes section of the payment. If we could do everything in one step that would be amazing.
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