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A user handed me a printed sheet from a previous database and asked me to recreate it. It contains contact information, a list of contributions, the most recent memo, and several blanks to be filled in during a renewal call (call response, pledged donation, written notes, some checkboxes, etc.). And it must be printed as a hard copy.

So I think what I'm looking for is a way to combine report data and fill-in-the-blank fields in one sheet. The "Constituent Detail" report works well for the former, but I'm stumped on getting the latter included on the same page. Anyone have a clever suggestion?

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  • If you are in Drupal then Views may do what you want (but pasting a screenshot of this form you need would make advising easier) and kind of depends whether you are printing one sheet per call, or just a whole big table
    – petednz - fuzion ♦
    Commented Oct 7, 2017 at 6:27

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Go to Administer > Communications > Message Templates Add New Message Template Give your message a title Insert the tokens needed to get the donor info needed. Add the bottom fillable response card.

Here is a very helpful posting about this https://github.com/civicrm/civicrm-user-guide/blob/master/docs/contributions/manual-receipts-and-thank-yous.md

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  • This was the best solution. Thank you. There were some elements of reports I wished I could include (list of contributions) but by using the Summary Fields extension there was enough contribution info to make the client happy.
    – Eric H
    Commented Nov 15, 2017 at 20:20
  • You can list contributions using foreach. Do something like:
    – Iowa Boy
    Commented Nov 15, 2017 at 20:36
  • {foreach from=$contributions item=contribution} {assign var="date" value=$contribution.receive_date|date_format:"%B %d %Y"} {crmAPI var='result' entity='LineItem' action='get' contribution_id=$contribution.id} {foreach from=$result.values item=lineitem} -->
    – Iowa Boy
    Commented Nov 15, 2017 at 20:37
  • <tr style="padding: 4px; border: 1px solid #281c1d;"> <td style="padding: 4px; border: 1px solid #281c1d;">{$date}</td> <td style="padding: 4px; border: 1px solid #281c1d;">{$contribution.id}</td> <td style="padding: 4px; border: 1px solid #281c1d;">{$lineitem.label}</td> <td style="text-align:right;padding: 4px; border: 1px solid #281c1d;">$ {$lineitem.line_total}</td> </tr> <!-- {/foreach}{/foreach}
    – Iowa Boy
    Commented Nov 15, 2017 at 20:38
  • Sorry, I ran out of allowed space for comments so I had to break it up
    – Iowa Boy
    Commented Nov 15, 2017 at 20:39

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