Viewing User Profile for: sarahm
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Joined: 07-25-2005 09:43 AM
Last Login: 05-19-2011 09:59 AM
Website: http://www.ekyros.com
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 Post Statistics
sarahm has contributed to 786 out of 7,416 total posts (10.60% of total).
Most Recent Posts:
Re: Reporting on keywords 6/14/2007 1:46:39 PM   (Total replies: 1)
Hi Christi, The Keywords field was designed to provide another way to search for a client file. Can you give us more info on how you use the Keywords for your reporting, like on the Pregnancy Test Follow-up? Are you using the keywords instead of the first and last name on the report? If we can understand how you're using this info, maybe we can help come up with a solution for you. Thanks so much for your feedback! In Him, Sarah Miller

Re: Reporting on keywords 6/14/2007 2:23:18 PM   (Total replies: 0)
Yep, this makes perfect sense now, and I totally understand what you're saying. :) Thanks for giving us this feedback. Our team will discuss the possibility of adding this feature in an upcoming enhancement. Blessings to you today! Sarah Miller

Re: Keywords 12/20/2007 4:49:18 PM   (Total replies: 0)
Hi LouAnne, A better option for tracking these groups of people would be to use "categories" (found at the bottom of the general tab). You can then run some great reports with categories to get lists, labels, or send letters to the people in a particular category. The keywords field is really only designed to be a way to search for a file (similar to last name, file id, birthdate, etc). I hope that helps clarify. Please let us know if you need more help with this. Merry ...

Re: Donor Segments 3/24/2008 9:58:39 AM   (Total replies: 1)
Hi Jolias117, Can you give us more detailed info on what you mean by "areas of interest?" What would you want to track through this list, and how would this information be used? Regarding marking gender...currently, you can only mark either male or female (but not both). Our team will take a look at this to see if we can improve this for trackimg donor couples. Thanks for your feedback!! We appreciate it so very much. :) In Him, Sarah

Re: Donor Segments 4/1/2008 1:45:17 PM   (Total replies: 1)
Great feedback. Thanks for this clarification! I know of many centers that are currently tracking this information using "Categories" (found at the bottom of the "General" tab in the donor file). All of the areas of interest that you listed can be set up as a unique category, and then you can mark each donor with their own "areas of interest." Once you set these categories up, you'll be able to run many different reports by category in order to get lists, mailing labels, or send letters ...

Re: Donor Segments 4/1/2008 4:20:54 PM   (Total replies: 1)
Ok, I think I understand, but I may need a little more clarification... Currently, you can get lists of donors that all belong to a specific category. For example, the "Donor Files Report" has a "category" filter, so if you wanted to get a list of all donors who are interested in your "abstinence" ministry, you would select that category from the list. Doing this would give you a list of all people in that category. From your post, though, it sounds like you want to have a report solely ...

Re: Donor Segments 4/4/2008 12:19:13 PM   (Total replies: 2)
Hello again jolisas117, This is great info. Thanks for helping clear up my confusion! Our team will take a look at the possibility of making this enahncement. From what you've said, it sounds like you would want all "Category" information to be added to the Donations Report (in the "list" view of this report), in an additional column. Am I correct? Thanks, Sarah

Re: Donor Segments 4/11/2008 9:09:13 AM   (Total replies: 0)
Thanks again for your feedback. Have a great weekend! Sarah

Re: how heard about us report 9/15/2008 5:09:08 PM   (Total replies: 1)
Hi LauraF, Currently, there is not a way to get this specific stat you are asking about. This data ("how the client heard about you") is tracked on the Initial Visit Form, and this specific form does not ask for a specific type of client this is. The Initial Visit Stat pulls data specifically entered on this form, which means that this "How you heard about us" stat will pull from ALL clients who have an Initial Visit form entered in their files. I hope that makes sense. I'm so sorry that ...

Re: Twin Ultrasound 11/15/2007 4:32:16 PM   (Total replies: 1)
Hi Ashleigh, My initial thought is that you should *not* enter 2 sono forms for this special situation, because it really was just 1 sonogram performed and only 1 pregnancy (although pregnant with multiples). But you can enter 2 sono forms if you feel this is the best way to handle this. Do you feel that it is imperative to track both due dates? I'm assuming that the dates would be very close together, right? Our staff will have to take a look at this and see what we can do for you. As ...

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