Viewing User Profile for: kristenp
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Joined: 01-16-2013 10:47 AM
Last Login: 03-18-2021 03:21 PM
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 Post Statistics
kristenp has contributed to 75 out of 7,605 total posts (0.99% of total).
Most Recent Posts:
Re: Report by File 8/27/2021 8:48:37 AM   (Total replies: 0)
Hi cjkinnas, All reports let you resort the list by various column headers. Based on the info you provided above, it seems that your center has a Donor category set up of "monthly Donor" you are filtering by? If so, If you use the "Batch Receipts Report" but after running change the view from "Report" to "List" view, it will allow you to sort by column header of file id, Donor name, etc. But also provide the current month's giving (if you filter by just one month) it will be the Total ...

Re: How to Edit "Programs" Under Client Classes 6/14/2021 12:32:34 PM   (Total replies: 0)
Hi MaryY, Thanks for reaching out to the forum with your question. The program list exists to support the "one click" affiliate reporting available in CenterPiece. It is a set list that can't be edited by design because it allows classes both individual and group, as well as counseling topics (regardless of their custom name) to pull into affiliate reporting by "program" (theme or topic) they most closely associate with. Please don't hesitate to reach out and discus with your ...

Re: Case Visits 1/26/2021 2:47:55 PM   (Total replies: 0)
Hi Amanda, Thanks for reaching out to the forum! It is commonplace that during most all visits to a center, a client will receive multiple services such as in your example. For certain services that take place with different team members (staff/vol), you may want to add them to your scheduler as separate appointments. A client can have multiple appointments for different services in a day. But all services that take place roll up to a daily case visit which is just to indicate the ...

Re: Walk in appt stats 10/9/2020 4:38:35 PM   (Total replies: 0)
Hi melguz, Happy Friday! Thanks for posting to the forums. The easiest way to get that is to run appt. stats. Here are the steps: Client>statistics in sub menu>select Appointment Statistics 'Run Report'>set date range>in the first Demographic dropdown select "Method">click "Run Report". This will break out your appointments by scheduled or Walk-in. Thanks, have a nice weekend! Kris Paul 469-293-3079

Re: Change/Add categories 10/9/2020 2:19:26 PM   (Total replies: 0)
Hi Tammy, Thanks for reaching out through the forums. The ethnicity list is a set list but we can submit your request to add "Filipino" to our development team for consideration. It sounds like you have "Baby/Maternity items" as a list item on your Closet & Boutique form? These list items are your custom list and can either be disabled or edited as needed. Or, perhaps you are talking about the primary purpose of visit list on a case visit form? This is also your custom list and can ...

Re: Creating Receipts for an Individual 8/25/2020 2:35:06 PM   (Total replies: 1)
Hi Pam, When running a Batch Receipt for a single Donor if the Donor's File Status is set to InActive they will not come up in the Donor drop down list. I think this should be your issue and why you are experiencing some Donor's not showing in the list. Thanks for reaching out to the forums. Have a beautiful rest of your day! Kris Paul 469-293-3079 x106

Re: Processing credit card refunds through the online giving connector 5/8/2020 3:18:32 PM   (Total replies: 0)
Hi jvanture! Yes, Happy Friday! :) You are correct, Stewardship Technology doesn't send us the Refunds (into the Refund tab of the Online Giving Connector) like some of the other payment processors provide. It is convenient to be able to reconcile the refunds while still in the Register by seeing if the gift had been posted to the file and then having the ability to "reconcile" which deletes it from the Donor file while you are able to keep working in the Register. However, some ...

Re: Prenatal Care Report 4/14/2020 2:26:30 PM   (Total replies: 1)
We will be adding the Health History form to statistics. The first question on the health history, are you in prenatal care? will be one of the demographics you can select which will populate totals of yes and no allowing you to "drill down" on the number by date range of those for "yes" or "no" to get the list of clients that make up each number. Kristen Paul 469-293-3079 x106

Re: Mobile Intake on Site 7/16/2019 11:30:54 AM   (Total replies: 1)
Hi Angie, As a popular alternative, without a ReminderCall account you can let clients know when they arrive that you have the ability for them to check-in and complete their paperwork from "their own mobile device" (even your walk-ins). Just queue (attach) the needed forms to the client’s appointment form (scheduled or walk-in) and make sure it includes their birthdate. Ask them to hand you their smart phone with the camera open and let them know you are just pointing it at a QR code that ...

Re: Missing Staff/Volunteer names under activity 4/20/2019 10:40:30 PM   (Total replies: 0)
Hi Heather, Thank you for posting your question to the forums. I too suggest you give us a call on Monday to get some additional assistance. I am wondering if a Staff/Volunteer file was inadvertently deleted from the database within Staff Management when a team member left? Staff/Volunteer files should have their status changed on the file to "inactive" when someone leaves your service. This way the staff/Vol name no longer populates on the list when adding activity forms as a current ...

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