Viewing User Profile for: khristeyc
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Joined: 03-02-2015 08:07 AM
Last Login: 05-30-2019 04:50 PM
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Khristey Chatham
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 Post Statistics
khristeyc has contributed to 13 out of 7,470 total posts (0.17% of total).
Most Recent Posts:
Re: Mobile Intake on Site 7/16/2019 3:09:16 PM   (Total replies: 1)
Hello and thank you for the feedback and using the forums. For security purposes, a new access code is assigned to each new forms request. This ensures the old access code will never be used again. The client is given 3 attempts to verify their information with the access code. If verification fails after the 3rd attempt, the form request is locked and future attempts to verify will fail - even if the correct information is entered after the 3rd attempt. The status of the form request ...

Re: Pictures in Email Receipts 5/30/2019 5:07:33 PM   (Total replies: 0)
Hello, Inside of Centerpiece you can insert a image at the top of the receipt such as a Center logo or a different image you want to upload and use to be included in the receipt where the logo would go. You can also include a link into the receipt that would take the individual to a specific webpage for the Center. For example, you could type in a letter to be inserted into the receipt page that included something such as "Read more of the client stories and see pictures of our event here": ...

Re: Filter Search Results by EGA 12/3/2018 9:46:18 AM   (Total replies: 1)
Hello and thank you for posting your question! You can run a Case Status Report using the Due Date and narrow down the list of clients who are due within a certain time frame to help you identify those you want to invite to attend a class. For example, Due Date starting 6/1/2019 to 8/1/2019.

Re: Adding Resources 11/30/2018 3:01:47 PM   (Total replies: 0)
Just an additional thought and suggestion. If multiple individuals schedule appointments at the Center, you could ask each person to type their name or initials inside the Comment box of the Appointment Form. This would help to identify who spoke with the client and created the appointment or made any additional changes such as time and date.

Re: Sending out statements to businesses 4/5/2018 9:54:43 AM   (Total replies: 0)
Hello and thank you for using the forums! To answer your question regarding the name printed on donation statements: Donor files marked as a Business will print the name typed in the Organization field of the donor file on donation statements. If you would like the statement to include the Business name AND individual contact name, you will need to type both names into the Proper Name Field For example: "ABC Lumber-Bob Jones". Please call your eKyros Account Manager for further ...

Re: Monthly online gifts linked to wrong donor file 2/7/2018 4:42:21 PM   (Total replies: 1)
Hello and thank you for your question on our forums! You can delete the posted transaction directly from the On-Line Giving Connector. This removes the posted transaction from the donor file and places it back under the New Tab. Now you are able to edit, link to correct donor file and post the donation. Open the On Line Giving Connector Click on the Posted Tab Find the transaction you want to correct and click the Red X next to it. This removes the posted donation from the donor file ...

Re: Appointment statistics and a 4th field 5/1/2017 9:42:50 AM   (Total replies: 2)
Hi Amanda, We would love to discuss further with you on what you would find most beneficial in tracking appointments by time range. For example: We could possibly track appointments by the HOUR they are scheduled OR another option would be to break down appointment times by: AM, Afternoon and PM hours. In order for us to accurately submit your suggestion on this topic to our development department, would you please contact your eKyos Account Manager or myself so that we can discuss ...

Re: Appointment statistics and a 4th field 5/22/2017 8:52:57 AM   (Total replies: 0)
Hi and thank you for posting on our forums! Great feedback! Including the time of appointment in the Appointment Stats is something we have discussed as a possible future update and agree it would be beneficial in helping the Center to track for benefits of scheduling staff and tracking appointment show vs. no show rate. Thank you again for taking time to share this with us and we appreciate the feedback!

Re: Quickbooks Online 4/26/2017 8:27:16 AM   (Total replies: 0)
Hi Toni, Thanks for your question! The QuickBooks Connector works to provide one-way download of donor contributions from CenterPiece into the QuickBooks program, is compatible with the DESKTOP version of QuickBooks only.

Re: Sponsor report summaries 3/21/2017 12:23:34 PM   (Total replies: 0)
Hi jvanture, Thank you for your post! You can use the Event Sponsors Report. It is found under Reports in Donor Management. This report will show you: Sponsor name, group name, group captain, the # of donations received, the total amount of donations, # of pledges received and the amount pledged. If you have any additional questions or need support please feel free to contact your account manager for help!

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