Create Your Sponsorship Receipt Template for Teams Effortlessly

Sponsorship receipt template for teams

adding extra column and donation receipts John is a supporter care officer of a nonprofit organization in charge of generating receipts for all the donations he wants to customize the receipt template to add a new column for closed date the default receipt has only two colors to make that possible follow these steps to set this up the first thing to do is you need to configure the settings go to pronto + settings click receeding then receipt table variables in this section we can add a new variable that will be used in storing data the close date field in this scenario john wants to add a new column for closed date click the add table variables button to create variable variable name the name of the variable object the object that will be used the object fields the fields found in the object priority shows the importance of that object field and click Save when done second we need to configure the table definition and add the variable that we created earlier go to Pronto + settings click receeding then receive table definitions we will copy the few lines of HTML code that create a new column enclosed by tags and edit the variable name these lines of code contain the value of the close date in the column then click Save when done [Music] thirdly we will update the classic email template go to setup then look for classic email templates and choose the name of the email template that you want to use in this sample we will use the my template click it at HTML version to edit add these lines of code this is the header of the column click the preview button to check the received go to opportunities and open one record generate a receipt and this will be the result thank you for watching