Add the same options for admins to print end of year statements for people that will not log in to their account

[mbyrdLCS]

Add the same options for admins to print end of year statements for people that will not log in to their account.

The first image is what would be nice to have when you are in chums as an admin instead of just the csv like the 2nd image shows.

[jzongker]

For admins, we provide a MS Word template that goes with the CSV file in order to perform a mail merge. This way they can customize the template as needed and print out all of the statements at one time instead of having to click on hundreds of individual people.

[mbyrdLCS]

I understand that, I have talked to 2 churches that have been using chums for a year under 100 people who have both asked me if there was an easier way. I told them the members can login and print and they asked if they could do that for them and send to them. I understand if this is not going to be an option I am just not sure if people will learn how to do the mail merge to make this work. They are used to being able to do this in programs like breeze it gives them the option.

For reference, here are the steps Breeze offers:
• Individual or Family Giving Statements:
Go to the person’s profile, select the Giving tab, choose the date range, and then select Print Statement or Email Statement.
• All Donors’ Giving Statements:
Navigate to Giving > Statements, select the date range, and then click Print Statements.
• Your Own Giving Statement:
Go to My Profile > Giving, select the date range, and then select Print Statement.

[jzongker]

Alright, we'll get it done, but probably not in time for them to send out the current batch of statements. Can you do the mail merge for those two churches to get them by for now?

[mbyrdLCS]

yes will do.