If you send monthly/quarterly statements by email, this may interest you.
Prior to now, you needed an email template, specifically named “send_statement_link.” Now, you’ll see a drop-down box, that lets you choose your email template for statements.
This may be useful in a couple of circumstances, such as:
If you want to distinguish the statement email by monthly vs quarterly, or
If you send category-specific statements by email, and you want the content to be relevant to that category.
In the drop-down box — instead of showing all your email templates, the program will show only your email templates that contain the word “statement“. Doesn’t have to start with statement. So, “Monthly Statement,” or “Religious School Statement,” or “Membership Statement” will all appear in that drop-down box.
If you’re interested in some of the previous developments in regard to statements, feel free to peruse these articles: