Viewing User Profile for: ashleighg
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Joined: 03-01-2009 10:20 PM
Last Login: 01-16-2020 03:37 PM
Website: http://www.ekyros.com
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 Post Statistics
ashleighg has contributed to 1,032 out of 7,509 total posts (13.74% of total).
Most Recent Posts:
Re: Mobile Intake Needs 12/31/2019 1:59:41 PM   (Total replies: 1)
Hello Amanda, It's great to hear from you! I would encourage you to reach out directly to your account manager so we can gather all the details to record your feedback to our feature request list to be considered fur a future update as well as talk about steps of how you could possible do this today (creating a 1 page form with "additional questions" and then scanning/uploading to the Docs tab). Blessings and HAPPY NEW YEAR! Ashleigh 8)

Re: Marking Donor accounts for Correspondence 3/12/2009 3:37:53 PM   (Total replies: 0)
Embers- You are correct in the fact that at this point, there is no way to automatically fill out a "Correspondence" form when mail is sent to a donor. By marking a category "Monthly" and "Newsletter" this will give you an idea of how often mail is sent to them and what mailings they are included in as of right now. I will forward this suggestion on to our development team to possibly incorporate in a future release. THANK YOU for your feedback and great ...

Re: Data Transfer into QB 1/17/2020 12:38:06 PM   (Total replies: 0)
Hello PfPRC, Oh no, I am sorry to hear your default was set incorrectly! Thankfully, as you've found, with a bit of time you can go back and adjust. You are correct, the QuickBooks Connector only posts Name/Organization as all of the contact information (address/phone number/email) is tracked within CenterPiece where you generate statements, labels, letters, etc. It is unnecessary to track in both QuickBooks and CenterPiece. Blessings, Ashleigh

Re: Batch Receipts - Organization Name 1/21/2020 5:37:18 PM   (Total replies: 1)
Hi JVanture, Happy New Year, it's great to hear from you! The mailing label defaults to the Title+FirstName+LastName if it is an individual record OR the organization name if an organization records (when file this record as a company is checked within the record) Individual Label Mr. & Mrs. John Smith 123 Main St Elmore, WA 99350 Organization Record ABC Lumber, Inc. P.O. Box 456 Elmore, WA 99350 Blessings, Ashleigh

Re: Report for Donor Total Giving for a Date Range 1/22/2020 10:00:53 AM   (Total replies: 1)
Hi PamW, It's great to hear from you! I would encourage you to pull the Batch Receipts Report, by your desired date range, and then Run Report. Once you've run the report click "View as: Report" in the upper left and select "View as: List" you can then export to Microsoft Excel. Let us know if you have any other questions! Blessings, Ashleigh

Re: Batch Receipts - Organization Name 1/22/2020 10:02:51 AM   (Total replies: 2)
Hi Jvanture, I will mark your feedback on our feature request list for future consideration, until then a lot of centers will put that as the first line in the address field "John Smith" see below for an example. ABC Lumber, Inc. (Organization) John Smith (Line 1 Address) 123 Main St. (Line 2 Address) Elmore, WA 99350 Blessings, Ashleigh

Re: Batch Receipts - Organization Name 1/22/2020 10:25:02 AM   (Total replies: 1)
Hi Jvanture, Yes, it would populate in their address block. Blessing, Ashleigh

Re: Batch Receipts - Organization Name 1/22/2020 11:14:40 AM   (Total replies: 0)
Hi Jvanture, Give me a call and we can talk through how you would adjust addresses moving forward to account for this, 469-293-3079 ext: 103 Blessings, Ashleigh

Re: Issue with Excel Download 1/3/2020 10:23:52 AM   (Total replies: 1)
Hi Amanda, I would try clearing your temporary internet files and then restarting your computer and try again, if that doesn't work give us a call and we can try and assist you in troubleshooting further. I've tried exporting and it worked perfectly for me. Give us a call if clearing the temp files and restarting doesn't do the trick! Blessings, Ashleigh

Re: Issue with Excel Download 1/3/2020 12:01:10 PM   (Total replies: 0)
Hi Amanda, I will have your Account Manager, Maggie, give you a call! Blessings, Ashleigh

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