| 1. | Tags
Posted by farmom on 3/9/2022 9:31:38 AM
Is there a way to tag donors that give to a certain project(s) and then filter them out for mailings or reports? |
| 2. | Re: Tags
Posted by farmom on 3/9/2022 9:44:15 AM
Can you apply more than one category to a person? |
| 3. | Re: Tags
Posted by farmom on 3/9/2022 9:53:26 AM
You would think I would know all the Donor stuff by now but haven't had a use for it until recently.
Thank you, Brian! |
| 4. | Re: Tags
Posted by farmom on 3/9/2022 10:12:40 AM
One last question about categories, or maybe two, is there any way to add a category to a big list of people? Is there a specific place to access categories, or is it just through each donor file to make any changes? |
| 5. | Re: Tags
Posted by farmom on 3/9/2022 10:48:03 AM
Hello Ashleigh!
I use Event for things like memorials, prayers, etc, and then in the comment I put who the memorial is for. We receive a lot of intentions like that. So I can easily filter those out by event.
I want to create them for groups such as specific fundraisers that we have. But not too many categories at this point. One of them has about 1000 names on it. So that is why I ask if there is a way to make this group at one time, instead of one by one. I ... |
| 6. | Re: Tags
Posted by farmom on 3/9/2022 10:53:34 AM
Thank you Brian, I will think about that!
Susan |
| 7. | Snowbirds
Posted by farmom on 4/1/2016 6:42:58 PM
Hello all!
I am wondering if there is an easy way to help with this problem (and its not really a problem). Our maternity home is in North Dakota. We have quite a few "snowbirds" on our donor database. In the winter they go south for the winter. We don't always get their second home addresses, so we put them on hold mail. Is there any easy way to "batch" hold mail a specific group? I know the answer is probably no. It would be great to be able to toggle ... |
| 8. | Re: Snowbirds
Posted by farmom on 4/1/2016 7:05:00 PM
I am probly not explaining myself very well. I am familiar with the basic hold mail options. I think I am trying to ask if there is any way to single out a specific group within the hold mail group. Our hold mail group is very broad containing churches, companies, church groups, etc. I suppose I could keyword it somewhere so I could run the hold mail report and see a keyword indicating that that person is a "snowbird". Does this make sense? |
| 9. | Donations
Posted by farmom on 10/7/2014 1:58:21 PM
Hello,
I am wondering if there is any way that I can search out donors who have not given ever? I tried looking through the reports and didn't think there was a report.
Thank you!
Susan |
| 10. | Re: Donations
Posted by farmom on 10/7/2014 2:27:21 PM
Thank you Ashleigh, I will try this out! |
| 11. | Re: Donations
Posted by farmom on 10/7/2014 2:27:56 PM
Thank you Amy, I'll give this a try!
|
| 12. | Re: Donations
Posted by farmom on 10/8/2014 8:48:40 AM
Thank you Brian, I think it would be helpful! |
| 13. | Re: Donor Retention
Posted by farmom on 3/13/2014 3:46:19 PM
Are there instructions on how to run the Lapsed Donors report? I can't seem to find it, but that doesn't mean there isn't one, haha. I just can't seem to figure it out.
Thank you for your help!
Susan |
| 14. | Re: Donor Retention
Posted by farmom on 3/13/2014 5:04:22 PM
Thank you Amy! The report that comes up is all the people who have given in that time frame then? What about those who have not for the gift year? |
| 15. | JULY UPDATE
Posted by farmom on 7/15/2012 2:59:27 PM
Hello,
Just wondering if the update went through. I am on ekyros right now, but can't seem to find the changes. Was anxious to try them out!
Susan |
| 16. | Receipts
Posted by farmom on 6/16/2007 1:38:30 PM
Is there any way that a person could change the receipt and save it as a default receipt. I would like to add our Maternity Home's logo, and it wouldn't paste into the part that we could personalize. Thank you for your help!
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| 17. | Re: Receipts
Posted by farmom on 6/18/2007 9:22:59 PM
Hi Sarah!
Good point about the header and footer, never thought about that! I will give that a try.
Thanks so much for your reply,
Susan |
| 18. | Duplicate Donation
Posted by FARMOM on 3/9/2009 10:53:03 AM
Hello,
I am having a little trouble with trying to delete a duplicate donation. Somehow I entered it in twice and when trying to delete one of the donations, get the error message:
The DELETE statement conflicted with the REFERENCE constraint "XXXXXXXXX". The conflict in database "XXXXXXXX", table "XXXXXXXXXXXXX". The statement has been terminated.
Any help is greatly appreciated, thank you,
Susan |
| 19. | Re: year-end batch receipts
Posted by farmom on 1/26/2008 6:30:04 PM
I also have had some frustration with this same exact situation, and look forward to a solution. |
| 20. | Re: announcements
Posted by farmom on 1/27/2008 7:46:59 AM
Wow! That did the trick, thanks Brian! |
| 21. | announcements
Posted by farmom on 1/26/2008 6:26:42 PM
Is there any way of getting back the info I had on the announcements section on the Office tab (it all got wiped out when the new year came)? I had some stuff on there that I would refer to often. Thank you for your help. |
| 22. | Another year end report question
Posted by farmom on 1/6/2008 8:30:12 PM
Hello,
I am trying to run a report that of donors that have given up more than $1000. I use the Batch Receipt option and the year 2007. When I get my report, there are two lines at the bottom of the receipt that say:
Total Giving Period 1-1-07 through 12-31-07 (and an amount)
Total Giving Year to Date for Period 1-1-07 through 12-31-07 (and an amount)
In some cases there are two different amounts on these lines. I am copy/pasting what I ... |
| 23. | total donors
Posted by farmom on 7/17/2007 2:02:17 PM
I was wondering if this is the place to ask for a total in our donor management? We are preparing a newsletter and want to know for ordering.
Thank you,
Susan |
| 24. | Re: total donors
Posted by farmom on 7/18/2007 8:04:48 AM
Thank you Sarah! |
| 25. | Memorials
Posted by Farmom on 4/23/2007 4:57:10 PM
Is there an easy way to keep track of memorials? And then to be able to easily access them for a listing in a newsletter? Thank you! |