Viewing User Profile for: jvanture
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Joined: 02-12-2007 11:17 AM
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 Post Statistics
jvanture has contributed to 111 out of 7,560 total posts (1.47% of total).
Most Recent Posts:
Processing credit card refunds through the online giving connector 5/8/2020 1:12:06 PM   (Total replies: 1)
Hi y'all! Happy Friday! I had a donor who was giving monthly through Stewardship Technology. She forgot and started sending checks also. Her last electronic gift was on March 10. I realized she had exceeded her pledge with that gift so I called her and asked her if she would like a refund and she said yes. I refunded her through Stewardship Technology on 4/1/20. It shows as a refund on the Stewardship website. But it didn't come down as a refund through the online giving connector. I don't ...

Creating email in administration tab 4/20/2020 4:26:52 PM   (Total replies: 2)
I am trying to do this. I can send you a screenshot of the message I got if you will tell me where to send it. We are running Office 365 on a remote server. I think my challenge is with the API User/Key and the API Secret. When I looked at your instructions on how to set it up it says that the API User/Key is your email and the API Secret is the password. Is that my outlook email and password? And our network guy asked if the API Secret needs to be set up in the Azure? Does that make sense? ...

Re: Creating email in administration tab 4/20/2020 4:44:36 PM   (Total replies: 0)
This is the exact phrasing our network guy used: Please ask them if we need to create the API for SMTP Email in the Azure Active Directory. We tried this and it failed so any assistance they can give us on how their software will work will be helpful.

Batch Receipts - Organization Name 1/21/2020 4:20:16 PM   (Total replies: 1)
Hi! I'm running my year-end statements by running batch receipts and then choosing report and letter on the next screen. Why doesn't the "organization" show up in the address? We have a lot of businesses that give to us and it would be appropriate to show their business name in the address. I have to use the batch receipts because I want to show each instance of giving for the year.

Re: Batch Receipts - Organization Name 1/22/2020 7:02:36 AM   (Total replies: 1)
Happy New Year to you Ashleigh! Thanks for your response! For your consideration: It would be nice to also have the first and last name on the organization label. In larger businesses there is the chance that something addressed generically to the company will not go to the proper individual, or anyone at all because it might be seen as junk mail. We do what we can to make our envelopes stand out, but that doesn’t mean it will to the person sorting the mail. Just a thought. Thanks so ...

Re: Batch Receipts - Organization Name 1/22/2020 10:23:15 AM   (Total replies: 1)
But I don’t think that’s an option for the batch receipts. Is it?

Re: Batch Receipts - Organization Name 1/22/2020 10:33:08 AM   (Total replies: 0)
But I don’t think that’s an option when doing batch receipts. Maybe I’m missing something. To run my 2019 statements I use batch receipts, the sum of tax deductible amount, , choose report and then letter. I don’t have the option to choose which fields it uses for address at that point. But that’s the only way I can figure out how to have it show each transaction. If I choose view as letter I can’t figure out how I can get it to show each transaction. Is that possible? I would have to ...

Re: Batch Receipts - Organization Name 1/22/2020 10:34:23 AM   (Total replies: 1)
How? It’s not now.

Moving guests from one table to another easily (sponsors to different group) 9/10/2019 2:09:55 PM   (Total replies: 0)
Hi. Is there a way to move these easily? Right now I think we have to delete each one of them from the group's table and then add then go through add sponsor process for the new table. Is there something I'm missing?

Loss of feature in Donor Management Sponsor page at last ekyros update 8/6/2019 3:29:34 PM   (Total replies: 1)
I am concerned that we lost a very helpful feature in the latest ekyros update. In the Fundraising feature in Donor Management, it used to be that under the Sponsors tab when you selected Show and a particular Group Name, it would list all the associated sponsors by last name alphabetically. Now it is apparently shown by donor record number. That is not at all helpful when we are trying to look at the sponsors, (in this case table guests), for instance when we are trying to see who all is in a ...

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