| 1. | Using The Calendar
Posted by CindyPurdin on 10/25/2007 1:52:26 PM
Good Morning! I am wondering how we can utilize the calendar for other things besides appointments and events, etc. We would like to put our deadlines for certain things on the ekyros calendar for reminding and currently if you aren't assigning calendar stuff to a client you have to set up appointments and such. So instead of creating a new event, or an appointment, is there a way to use that calendar for specific dates to remind us of some deadline. Announcements I don't think ... |
| 2. | Re: Using The Calendar
Posted by CindyPurdin on 10/29/2007 3:22:39 PM
Sara,
Thank you for your quick response to my question! We have specific events, deadlines, gatherings and classes to each group. For instance, an office calendar when you click on Office would need to show who's on staff that day, on-call and what volunteers are working that day. Donors calendar would show fundraising events, follow-up phone call deadlines and thank you notes for any month that was written and last the client calendar would show appointments, EWYL, ... |
| 3. | Re: Using The Calendar
Posted by CindyPurdin on 10/29/2007 6:15:44 PM
Thank you Sarah, and to all the "team" that makes this program work like magic!
Blessings,
Cindy |
| 4. | Re: Using The Calendar
Posted by CindyPurdin on 1/8/2008 4:10:42 PM
Hi Gail! Sorry it took me soooo long to thank you for your input! That's what we are doing as well for now! Thanks again and big healthy hugs to you and God bless! Cindy |
| 5. | Searching Clients by first name.
Posted by CindyPurdin on 11/5/2007 7:29:14 PM
We are wondering if you could make a search query for a client by first name. Since we are so confidential, alot of times we don't know the last name, at least not right away, LOL! It's set up to search by lastname, firstname, ssn, etc. Thank you so much again for everything you do!
Blessings,
Cindy Purdin |
| 6. | Re: Searching Clients by first name.
Posted by CindyPurdin on 11/6/2007 12:00:56 PM
Thank you so much! I guess I need to read some more! Bless you!
Cindy |