| 1. | Emailing from Donor List
Posted by LouAnne on 8/30/2010 9:04:45 AM
Is there any way that we can email recpts. to our Donors from Ekyros itself. Or is this something that you are looking to do in the near future. We have quite a few donors that do not want us to send recpts. via snail mail b/c of the postage and I guess postage will be going up again!! Right now I am having to do each individually and it is very time consuming! Maybe I am doing it wrong. If you could let me know that would be WONDERFUL!!!!
Thanks so much!!
In ... |
| 2. | Keywords
Posted by LouAnne on 12/20/2007 2:06:11 PM
Is there anyway that we can print lists or Labels from the KeyWords We use this to identify different people for different activities. For ex: We have people from our Banquet that want volunteer training info so I put in the Key Word section Volunteer Training. It gives me the names but I can't print them. |
| 3. | Scheduler Phone #'s & DOB
Posted by LouAnne on 2/1/2011 10:58:42 AM
Me AGAIN!!
When putting in a NEW client appointment there is no prompt to put a phone # or DOB. We use this as follow up if a person is a "No Show" and if someone calls in to change an appointment to verify who we are speaking to. It is easy to forget to ask if there isn't something there to remind you. Sorry to be such a pest but we have a lot of volunteers and we want this to be as easy a possible for them.
Lou Anne |
| 4. | Re: Scheduler Phone #'s & DOB
Posted by LouAnne on 2/1/2011 12:11:57 PM
That is what we are doing but it is easy to forget to ask when things are busy and volunteers do not do it enough to remember everytime so if you may consider adding this to the form it would be appreciated....Thanks I really don't mean to be a pest! |
| 5. | Daily Notes
Posted by LouAnne on 2/1/2011 8:10:41 AM
Hi there!!
I just logged on to Ekyros and saw the update for the Daily Notes, that is great BUT it really needs to be on the Scheduler since that is where appointmentts are made and you need to know who is in or not. Is there anyway of doing that. Also, on the Scheduler when putting in Staff/Volunteer it brings up EVERYONE that has been here as staff or volunteer even though they are no longer active. I know that you can enter in the first letters of the last name BUT not ... |
| 6. | Printing Expenses From Event
Posted by LouAnne on 11/22/2010 1:18:32 PM
Hi there!!
I am trying to print the expenses from our Banquet and can not figure out how to do that I have tried a couple different things and I am only getting a part of the list from the Event. Could you please let me know how to get them! THANX
In Him
Lou Anne |
| 7. | Uploading Information From Excel Spreadsheet
Posted by LouAnne on 9/1/2010 8:21:03 AM
Hi Again!!
I am wondering about uploading information from excel to Ekyros is something tht we can do ourselves?
Thanks
Lou Anne |
| 8. | Emailing from Donor Files
Posted by LouAnne on 7/27/2010 3:56:29 PM
We have donors that do not want snail mail they want us to email them their statements to save us $. We would really like to start doing this with all our donors that have email. Can I do this without having to go through WORD saving attaching ect... |
| 9. | Re: Blank Pages
Posted by LouAnne on 6/30/2010 11:18:34 AM
Hi Leah
I was having the same problem and what I discovered when you export to Word you can go into Edit and Select All then to File and Page Set Up and change your bottom margin to .17" it will take care of having that extra page. Do a Print Preview just to make sure! LMK how it works for you!!
Lou Anne
Choices PC |
| 10. | email addresses
Posted by LouAnne on 3/24/2010 3:56:10 PM
Can I some how get the email addresses from my Donor base to my Outlook Contacts? We want to send out a mass email and it seems like there sould be a way to do that since the info is there.
Thanks for your help!!!
Lou Anne |
| 11. | Events
Posted by LouAnne on 2/23/2010 9:00:19 AM
I received a donation for Baby Bottles that I did not put into the Event. I just did as a donation and I sent a recpt. and saved statements for that day. Now, I realize that it needs to go into the Event for our Baby Bottles for the church and I cant't delete the donation b/c of the statement being saved. Is there a way that I can do this? |
| 12. | Year End Statements
Posted by LouAnne on 1/20/2010 3:52:06 PM
I am trying to send my year end statements and I just want the totals for the year not every donation to show up on the letter. Please tell me that is possible!!
Thanks
Lou Anne |
| 13. | Pledges & Donation Statements Walk for Life
Posted by louanne on 5/29/2009 7:54:35 AM
I can not get a statement to Print with the Group Leader and the Amount donated or pledged. Also, I am having problems getting the info for the Pledges!! I need HELP. I know that I did this in years past I am sure it is me and I am missing a step or two. |
| 14. | Re: Pledges & Donation Statements Walk for Life
Posted by louanne on 5/29/2009 12:34:30 PM
I have figured out the "Pledge" part but can't get the Event Group Capt. in the Batch Report. I see that there is not a column for that to mail merge it in. Is there another way? |
| 15. | Report from Events
Posted by louanne on 8/20/2009 12:09:49 PM
Hi again!!
I would like to run a report for monthly donors BUT I do not want every donation that they have made I just want the names and addresses. They are in the Event/Event Group area listed as Monthy. Am I missing something or is this the only way to get them?
Thanks
Lou Anne |
| 16. | Archive Events
Posted by louanne on 8/3/2009 8:17:04 AM
Good Morning!!
I was wondering if there is a way to archive past events. We have a long list and I would like to not have all the old ones from 2007 showing. Is there a way to do that?
Thanks
Lou Anne
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| 17. | Re: Archive Events
Posted by louanne on 8/4/2009 8:10:57 AM
Yes, I don't want to loose the information but would like the list to be current events.
Thanks!! |
| 18. | Adding New Reasons for This Visits
Posted by louanne on 6/25/2009 1:25:27 PM
Hi there just a couple things!!!
Under "Case Visits" "What is the primary reason for this visit" we would like to add a couple of things there can we do that or are these pre done and cannot be changed?
Also under "Pregnancy Test" "Test Result" can that be left blank it automaticlly prefills POSITIVE then it can be filled in with the result by the client advocate. Sometimes they forget to change that and then it gives ... |
| 19. | Event Screen Totoal Pledged
Posted by louanne on 7/6/2009 8:46:06 AM
Good Morning!!
I am wondering why the Total Pledged amount does not decrease when the pledge is paid or being paid depending on the type. It would really be nice to be able to look at that and know what is still out standing and not have to process it through excel unless there is some other way that I have missed?
Thanks so much!!
Lou Anne |
| 20. | Re: Event Screen Total Pledged
Posted by louanne on 7/6/2009 11:29:21 AM
Hi Ashleigh!!
I am not really sure what you mean by a pledge form and the monies rec'd and pledged. I do a Pledge form for those that make a Pleadge and a donation for those that make a donation. Do you mean that I should have 2 events for lets say the banquet one for pledges and one for donations? Not sur if I am explaining that correctly!!
Lou Anne |
| 21. | Re: Event Screen Total Pledged
Posted by louanne on 7/9/2009 12:46:45 PM
Hi Ashleigh
Thanks for letting me know but I have to say that is not to user friendly. It is very time consuming to have to enter all of these and this is really just adding one more step, especially when it come to the Walk. Anyway, maybe it is something that can be worked on. Thanks I appreciate all you guys do I don't mean to sound ungrateful!!
In Him
Lou Anne |
| 22. | Events Budget
Posted by louanne on 7/6/2009 10:21:36 AM
Hi again!!
I would like to print all of the expenses from our last years Banquet. They are listed in the Event under the Budget where they are suppose to be BUT I want to print them and I can not do a print screen and get them all just those that are showing. Can this be done or am I trying to do something that I can not do?
Thanks again
Lou Anne |
| 23. | Staff Management
Posted by louanne on 7/2/2009 2:14:37 PM
Hi there!!
I am updating our Staff Managment and I noticed that everyone the I have as "Active" they show up in the Staff/Volunteer window in the Add New Appointment. Not everyone that is in our Staff Management sees clients, but they are "Active", Board Members, Support Staff, ect. Just wondering if I have that correct.
THANX AGAIN!! |
| 24. | Reports
Posted by louanne on 4/8/2009 9:35:05 AM
I am trying to run a report that will show me a donors pledge amount what or if they have paid on it and what anyone else has paid toward a certain Event. I want it all together on one report. Is there anyway to do this. I have tried tying them all together through catagories & events but still no luck in getting everyone all together. It is for a Capital Camp. that we a having and it would make it so much easier seeing everyones pledge amounts, amounts paid toward a pledge, and onetime ... |
| 25. | Re: Reports
Posted by louanne on 4/9/2009 8:48:13 AM
Yes that's is fine for the pledges but we also have people that have given to the same campaign a one time gift. The Event does not give the total pledge amounts. And it also will list every donation that the person has give but not a grand total. (does that make sense). |