Viewing User Profile for: nanda
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Joined: 02-13-2007 12:01 PM
Last Login: 02-18-2016 01:09 PM
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 Post Statistics
nanda has contributed to 6 out of 7,534 total posts (0.08% of total).
Most Recent Posts:
Export of Keywords 3/3/2016 11:19:48 AM   (Total replies: 1)
We would love to be able to EXPORT keywords with the rest of a record's data. We use the keyword field to track our internal hard-copy file number. To create a list of follow-ups for our Care Staff volunteers each month, we must export the month's client data, then go back to look up and enter our internal file number into the spread sheet one by one. Any possibility of that happening?

Digital Forms 2/18/2016 1:18:44 PM   (Total replies: 1)
We have had a number of questions about whether we would ever go to digital data collection rather than filling out paper forms then having the data entry clerk enter the info into Ekyros. I am guessing that it is not possible for us to create our current forms in a digital format that our volunteers would complete that would then interface with the Ekyros database and be able to populate the appropriate fields once their form(s) have been reviewed/approved by the client services director? ...

Pulling records by "last date saved" 11/17/2015 3:47:25 PM   (Total replies: 1)
Is there a way to pull donor records by the last date that the record was saved? We have a new data entry system, and as the administrator, I need a way to easily review any records that have been modified.

Re: Pulling records by "last date saved" 11/17/2015 5:00:21 PM   (Total replies: 1)
I have a new data entry clerk who enters most of our ekyros data. I work just with the donor management component--address updates, new donors, donations, etc. As I have been creating a flow chart for her for entering new donors and updating records, I am discovering that all our specific "if, then" quirks on how we manage who is assigned to specific categories, etc. is quite complex. I would like to have the ability to pull a report of records that have been updated in the last month to ...

Re: Pulling records by "last date saved" 11/17/2015 5:41:30 PM   (Total replies: 1)
Actually, I am only interested in the general record, but I wouldn't really care if the report returned 3 "responses" for 3 different forms--as long as they were distinguished in some way so that I could sort them. Thanks for your attention to understanding what we're looking for!

creating duplicate records/files 2/13/2007 12:05:26 PM   (Total replies: 1)
Isn't there a streamlined way to duplicate a record? In my case, in donor management, I am trying to duplicate then modify a church record to distinguish it from the record associated with the senior pastor. Almost all the info to be entered is the same. Is there a way to do this to avoid printing out the 1st record and typing in all the info into each field again? Thanks.

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