| 1. | Re: Dear Name
Posted by Kent on 12/8/2008 6:38:43 PM
I was about to post the same request. If a spouse's name is entered in the donor record, it should be the default assumption that they should be automatically included in the ProperName and DearName fields.
My vote is for an early update on this as it's a basic and frequent activity. Although the Auto-Save feature can be unchecked, it's very easy to forget that and not realize the auto-saved fields are incorrect. Seems counter-intuitive that the system uses less ... |
| 2. | Pledge Report
Posted by Kent on 7/17/2008 11:09:51 AM
Good morning
I'm trying to run the Pledge Report to get a listing of pledges. I'm getting an error message "Invalid column name - "PrintStatement". I've run the report before without any problems. To my knowledge nobody at our location has done anything to make a change that would cause that error. Can you point me in the right direction to correct this?
Thanks in advance for all assistance. |
| 3. | Donations Report
Posted by Kent on 1/29/2008 10:03:28 PM
We export donation information to Excel to provide summary information for entry to our accounting system. The "Category" and "Designation" fields aren't reflected on the report and don't get exported. Is there any way to customize the fields that are exported?
Thanks for all assistance. |