0 Prior Year Contribution Statements 4 Carrie Daws posted 1 Year Ago A daughter called in, attempting to help her dad straighten out his finances after the passing of his wife. She asked for this years and last years contribution statements, but we noticed that when we pull him up, go to the Contribution Tab, scroll down to the box for Contribution Statements on the right side and click 2021, we only see the contribution statement for the person logged into Rock rather than the person whose profile we're currently viewing. So, for example, I'm looking up Arthur, I click on Contributions then 2021 Statement . . . and I see my husband and I's contribution statement instead. Do we have something set wrong or should we be going to a different place?We're currently updated to Version 13.5.Thanks!
Ben Murphy one year ago If moving to v13 switching to the new Statement Generator block from the old Legacy Lava Statement blocks are what's needed to properly handle the impersonation with statements. The new block works in conjunction with the new v13 Giving Configuration block, hence the need to switch blocks for the statements. Detailed here: https://community.rockrms.com/documentation/bookcontent/15/261#contributionstatementtemplates
Ben Murphy 2 months ago I sent you an email if you'd like to connect on this topic. But basically there are newer blocks to display the contribution statements. This happened during Rock upgrades from v12 to v13. You'll need to switch out some blocks and check some settings on them in a few page areas (internally and externally).I did an RX presentation on Rock Contribution Statement in 2023. The Part 3 video explains what is happening. https://simpledonation.com/resources/rx2023-takeaway