Viewing User Profile for: ashleighg
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Joined: 03-01-2009 10:20 PM
Last Login: 07-01-2019 05:51 PM
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 Post Statistics
ashleighg has contributed to 1,020 out of 7,459 total posts (13.67% of total).
Most Recent Posts:
Re: Donor Management Report Summaries 6/21/2019 12:07:32 PM   (Total replies: 1)
Hi Pam, It's great to hear from you, thank you for taking the time to reach out. Do you currently utilize the "Deposit Number" field on the Donation form so you are able to group or see which donations go to which deposits? A great report to run would be the Donations by Designation Report which allows you to pull by a date range and see a total. Another option within this report is to pull by Deposit Number so you are able to see all donations for JUST that ...

Re: Donor Management Report Summaries 6/21/2019 12:32:22 PM   (Total replies: 0)
Hi Pam, Happy to help, how exciting! If you have any other questions please don't hesitate in reaching out. Have a wonderful weekend! Blessings, Ashleigh

Re: Feedback on updates 7/11/2019 10:05:00 AM   (Total replies: 0)
Hello Bhershey, Thank you for taking the time to reach out and share your thoughts with us! You are always welcome to reach out here in the forums or by contacting your Account Manager directly. We plan our updates based on feedback from our centers, usability of the feature, difficulty of implementation, What center are you from, this will allow me to detail your request by adding it to our feature request list? Blessings, Ashleigh

Re: Appointment Contact Information Not Updating 5/6/2019 12:12:54 PM   (Total replies: 1)
Hello Abuckner, It's great to hear from you, I hope you had a GREAT weekend! The phone number and "Client consents to text reminders" pulls down from the file at the time you link it, it is not an open-ended conversation between the file and appointment form. If you update the phone number or consent preference after the link has happened it will not automatically update the appointment form. Blessings, Ashleigh

Re: Appointment Contact Information Not Updating 5/6/2019 1:25:17 PM   (Total replies: 0)
Hello Abuckner, Yes, it has always processed in this way. It is referencing the general file at the time you link to the client file however it does not post back and call for information constantly as it is a different form. I can add this to the feature request list to be considered however I am unsure if this is possible. Thank you for taking the time to share your feedback with us, please reach out to your Account Manager directly if you'd like to share additional detail regarding this ...

Re: Partner Information Report 11/28/2018 12:13:58 PM   (Total replies: 0)
Hello Abuckner!! Your Account Manager is Maggie Patton, you can reach her at or 469-293-3079 ext: 109 Blessings, Ashleigh

Re: tracking donor trends 1/8/2019 5:56:51 PM   (Total replies: 0)
Hello BHershey, Thank you for taking the time to stop and share your feedback and questions! You can easily pull the Lapsed Donor Report which looks at giving for a period compared to another period, for example those who gave in 2017 but not in 2018. There is however not a single report that will show increased/decreased by event.

Re: Receipting 2/14/2019 6:59:19 PM   (Total replies: 0)
Hello AmyM, It's great to hear from you! You do need ALL donors to be in one category or another in order to properly complete the task you are trying. All donors would need to be in either Monthly Paper Receipts, Yearly Paper Receipts, Monthly Email Receipts, or Yearly Email Receipts. My suggestion would be to put ALL donors in "Monthly Paper Receipts" unless they specify yearly or email options. Does that make sense? Blessings, Ashleigh Guilmette 8)

Re: Want to print WALK donation statements with more info than I see possible! 3/28/2019 11:28:55 AM   (Total replies: 0)
Hi JVanture!!! Thank you for reaching out to us. Another possible option would be to run the Donations Report, for your specific event, and then view as a letter. This would allow you to create your own statement or letter and insert the mail merge field of "Group Name" and "Group Captain" if you have created groups within the event. Does that make sense? Again, you would have to create your own statement or just setup as a letter. Blessings, Ashleigh

Re: Mobile Intake on Site 7/15/2019 7:47:57 PM   (Total replies: 0)
Hello Angie, Yes, to add to what Brian stated you do not want to use a QR Code so you are able to stay in Kiosk mode protecting your device and its data. You would be able to, however, provide them the Access Code on a sticky note for example and they would enter that into the Mobile Intake App while in Kiosk mode. Please check out the help documentation in the User Guide, under Office, Scheduler, Mobile Intake to learn more about Kiosk Mode or call your Account Manager to help you ...

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