Quick Tasks - Contributions: Strange Behavior

[Eden Whitehead]

Is it me? Or is something very strange happening here?

To set up my Quick Tasks panel for Contributions:
Under "Available modules" I selected "Contributions."
Under "Available items" I selected "Menu items."
Under "Defined task groups" I selected "Contributions."

In the list of menu items (left-hand box) toward the bottom is an item identified as "Unposted Contributions." I added this to the list of "Tasks for above group."

The item appears in the Quick Tasks panel as expected. However, when I click on it, it produces a window where I am prompted for a "Save as" filename. What gets saved is a text file with what looks like data for a table of the unposted contributions. Is this the correct behavior for this task item?

[Jeff]

What you added is the Unposted Contributions Mailmerge option that is available from the contributions menu by going to Contributions -> Create Mailmerge File -> Unposted Contributions.

If you are wanting the Unposted Contributions Report, select Reports on the left side where it says "Available Items." This will let you add a report to the quick tasks. If you are wanting the unposted contributions edit screen, select the Modify Unposted Contributions while still on the Menu Items option.

I will write up that the quick task option need to specify that those options are mailmerge items. Just looking at it there is a similar problem with the menu items for mailing labels as well under quick tasks.

[Eden Whitehead]

Thank you for the clarification!