Viewing User Profile for: ashleighg
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Joined: 03-01-2009 10:20 PM
Last Login: 01-16-2020 03:37 PM
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 Post Statistics
ashleighg has contributed to 1,038 out of 7,534 total posts (13.78% of total).
Most Recent Posts:
Re: Adding locations/ when to add clients 5/5/2020 12:30:29 PM   (Total replies: 0)
Hi Melguz, WELCOME, It's great to hear from you! You would contact your Account Manager to increase your location quota in order to add additional locations. If you are having data imported to client and/or donor you would need to wait until the data has been imported and reviewed before beginning data entry. I would encourage you to reach out to your Account Manager and we can go over next steps with you. Your Account Manager's contact information should be included in your welcome email ...

Re: Report or Statistic 4/20/2020 4:54:25 PM   (Total replies: 0)
Hello MaryF, It's great to hear from you! As of today we do not have a correspondence statistic that breaks category on the correspondence form. You are able to see how many forms were sent out however you are correct you cannot see the category "phone call" "mailing" etc. Blessings, Ashleigh

Re: Email Donor 7/2/2020 10:36:16 AM   (Total replies: 0)
Hello Skynet, Thank you for reaching out! Currently the only email capability is to send Donation Statements. You can however export your list to Excel and copy/paste into the BCC of an already created email. Once exported to Microsoft Excel you could also filter the data by city/postal code. Please reach out to your Account Manager if you'd like to talk about this in more detail. 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: 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: Prenatal Care Report 4/14/2020 11:13:48 AM   (Total replies: 0)
Hi Abuckner, It's great to hear from you, I pray you are staying safe and healthy during this surreal time! I know you mentioned that you currently track this on the Health History, in the medical alerts or nursing plan? As of today we do not yet have any statistics/reports that pull from this section however this is on the feature request list to be integrated in a future update. While I do not have a release date I know this is something that would benefit all of our centers so will be ...

Re: Recording Baby Bucks 6/8/2020 12:53:45 PM   (Total replies: 0)
Hello LClary221, It's great to hear from you! You can keep a "Baby Buck Balance" item in your Closets & Boutiques form so that at each visit you can record an up-to-date (based on earned/spent) Baby Buck Balance. So if they had a previous balance of 75, they earned 20 and spent 10 you would add Baby Buck Balance quantity of 85. Does that make sense? Blessings, Ashleigh

Re: Unable to search under 'Files' but able to search under 'Cases' 6/22/2020 10:27:28 AM   (Total replies: 0)
Hi Laura, Thank you for reaching out, I hope all is well with your staff during this surreal time! I agree with Brian, it sounds like you have a value entered in the Advanced search filter(s). Under the search where (where you can enter File ID, LastName/Organization, etc.) there is likely a yellow bar with the option to "Clear Filter" click this and it will reset all search fields to blank allowing you to search fresh. You want to click "Clear Filter" before each search. Please give us a ...

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