Viewing User Profile for: Amyc
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Joined: 04-11-2011 03:54 PM
Last Login: 07-14-2015 01:56 PM
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 Post Statistics
Amyc has contributed to 252 out of 7,509 total posts (3.36% of total).
Most Recent Posts:
Re: total historical giving by donor 6/12/2013 2:50:06 PM   (Total replies: 1)
Hi adlane, Is this within a given time frame? You can always use the Batch Receipts report for this function. The field named "Sum of Tax-deductible Amount" can be used by putting in 1 to 1000 to see anyone who has given a total of that amount over a period of time. Let me know if I misunderstood. Regards, Amy

Re: total historical giving by donor 6/12/2013 3:32:27 PM   (Total replies: 0)
Perfect! Glad to hear it!

Re: Date of donation vs. date of entry 10/22/2014 11:07:15 AM   (Total replies: 0)
Hi adcantrell, Thanks for letting us know what would make the software better for you. How would you see this working? Just adding an additional date for Date of Donation, another for Date Entered? Something to that effect? Would you want additional reporting functions based off of both dates? Thanks in advance, Amy

Re: Donations 10/7/2014 2:04:29 PM   (Total replies: 1)
Hi Susan, You are right, we don't have a report like that. I think the best way to get that information currently is to compare the Batch Receipts with a wide date range to your Donor Files Report (which includes ALL donors in the database, regardless of if they have ever given). You can combine these reports in Excel and do a count function by file ID number to see which ones are only listed once (which would mean they are only in the Donor Files Report, not in Batch Receipts, meaning they ...

Re: Donor Management Report - Lapsed Donor 5/14/2015 6:10:10 PM   (Total replies: 1)
Hi Jaye, I can see what you are attempting, and I honestly don't know what kind of results that will return. My concern is that donor would have had to have given a gift between 2008 and today to show up with the criteria set that way. So even if they didn't give a gift from 86-07, would you want to delete them if they've given since 07? Just my thoughts. Have a good weekend!

Re: Donor Management Report - Lapsed Donor 11/12/2012 10:32:52 AM   (Total replies: 1)
Hi opperman90, I would recommend running 2 reports to compare: your Donor Files Report, run without any filters, will give you your entire listing of donor files that are in your system. If you compare it to the Batch Receipts, run with a wide date range, you'll be able to see who has and who has not given, and you'll be able to get a list of people who have never given. I hope this helps; Happy Monday! Regards, Amy

Re: Emailing from Donor List 6/23/2014 1:49:14 PM   (Total replies: 1)
Hi Gail, This is on our list, but we don't have an expected release date for it yet. We are currently working on a release specific to donor management that we are finishing up. Thanks, Amy

Re: Inserting Images into Letters 6/10/2011 10:15:50 AM   (Total replies: 1)
AllisonS- Thank you for the kind words about our letter section. We are looking forward to really beefing up our donor management section this year in a coming release. I will certainly add the ability to insert images into the letters to the list of features you'd like to see coming. Thank you again for your feedback and have a wonderful day! Amy

Re: TB testing 4/28/2015 1:59:16 PM   (Total replies: 0)
nursenelson, Our center tested for all staff members, but that's been a while back. Things may have changed since then. Regards, Amy

Re: TB testing 3/11/2013 11:47:23 AM   (Total replies: 1)
Hi nursenelson, I am interested to see what people from other centers have to say. I know we did annual TB testing at the center, provided by the center when I was on staff at mine. Regards, Amy

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