| 1. | Zip Code Export to Excel
Posted by Melissa on 4/23/2009 10:12:51 AM
Good morning!
In NJ, the zip codes begin with "0". When I create a spreadsheet that includes zip codes, I need to format that column as "text", then type in the zips. Because I'm exporting to a new spreadsheet from e-Kyros, I cannot pre-format the zip column, but there are too many to add the "0's" manually. How do you suggest I can solve this problem when I need a spreadsheets with zip codes?
Thank you for your ... |
| 2. | Re: Zip Code Export to Excel
Posted by Melissa on 4/23/2009 10:41:10 AM
I'm so sorry I did not clarify. Excel leaves the first "0" our of the zip code when it is downloaded to a spreadsheet. |
| 3. | Re: Zip Code Export to Excel
Posted by Melissa on 4/23/2009 10:51:54 AM
Here is an example:
Morristown, NJ's zip is 07960.
When I export info onto an Excel spreadsheet from e-Kyros, it posts the zip as: 7960
I lose the "0" because it's the first digit. I can call you if you would prefer to go over this. Youc an let me know.
Melissa
:)
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| 4. | Re: Zip Code Export to Excel
Posted by Melissa on 4/24/2009 6:18:12 AM
We're all a bit dazed and confused!! :)
When I'm in Reports, there are times I need to create a spreadsheet for mailing purposes, or just for our own info. For example, right now we are preparing for Golf 09, so I need a spreadsheet for each past Golfer of their past sponsors, including the sponsors mailing address.
I go to the Report tab and create a report, then where you have the Export To tab, I select Excel, then Go.
I'm in ... |
| 5. | Deleting Donation Receipts
Posted by Melissa on 7/30/2010 11:21:16 AM
Hi, I was wondering if there was a more direct way to delete a Donation Receipt. Rather than scrolling through the different pages of the receipts printed, can I search for it on the Receipting Tab? Sometimes I have a couple hundred receipts in one printing--depending on the time of year, even though I print receipts weekly.
I hope you have a more direct way. What I would LOVE to see is the ability to not have to take the step of deleting the receipt before I adjust a ... |
| 6. | Additional "Print Receipts" Optioins
Posted by Melissa on 12/8/2009 7:59:52 AM
We are having more and more donors request speciffic Donation Receipts. Some want them sent via email, others through the mail--but not after each donation, still others want to just receive receipts--but not additional mailings.
In the future, would you be able to add additional check boxes, other than "hold" on the General page? Some suggestions might include: Electronic Mail Only, Donation Receipts Only: after each donation, quarterly, etc...
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| 7. | Copy/Paste--New Letters
Posted by Melissa on 10/30/2009 9:24:08 AM
Hi, again! :)
I'm hoping you can tell me why when I copy a new letter from a Word document into New Letters in e-Kyros, it pastes additional information that was not typed on the Word document? I'm going to include a copy of the latest example of this below. Please send me your thoughts, so I don't have to keep going back and deleting sections of the letter. Also me know if you have any additional questions.
Thanks!
Melissa
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| 8. | Re: Copy/Paste--New Letters
Posted by Melissa on 10/30/2009 9:50:03 AM
Ok, thanks.
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| 9. | Year To Date Total Donations
Posted by Melissa on 10/26/2009 12:19:15 PM
I sent out our Donation Receipts for our Banquet, that was held two weeks ago, last week. Over the week-end, I've had donors call b/c their Year To Date Totals do not reflect their actual giving. When I run independent Donation Receipts, the total amount is correct.
The Donation Receipts' criteria selected under "Event" was "Banquet09" vs. "All", which was the only varience. We ran a speciffic "Event" b/c all of our ... |
| 10. | Re: Year To Date Total Donations
Posted by Melissa on 10/27/2009 8:22:23 AM
Ok, thank you.
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| 11. | Re: Duplicate Donation
Posted by Melissa on 3/11/2009 12:31:49 PM
Hi, Brian.
I find myself in a similar situation, where I need to delete an individual's donation, but can't b/c it is "attached" to the receipt that was already sent out. I also had clicked on the Clear To Be Printed tab.
I just want to understand that I will have to erase the whole batch of saved receipts, in order to delete just one receipt? If I am misunderstanding, can you further explain. If I am correct, I will lose about 80 saved ... |
| 12. | Baby Bottle Fundraiser Set-Up
Posted by Melissa on 1/16/2009 11:15:29 AM
Hi!
Can you help me set-up Events for our Baby Bottle fundraiser that begins this week-end? I thought I could set it up, but I do not think I did it properly. I need to keep track of the church donations, as well as, those who donate individually, but I want to link them to his/her church for a final total.
Thanks,
Melissa |
| 13. | I-Mac Computers
Posted by Melissa on 5/8/2009 7:20:51 AM
Good morning!
I am blessed to work from home a couple of days each week in the summers. Since last year, we purchased an I-Mac at home. Last night I tried to go onto e-Kyros, but it stated that I could not access the site through Safari. Am I able to download Internet Explorer onto an I-Mac? I did not think it was compatable with Apple, but I could very well be wrong about this.
If Internet Explorer and Apple are not compatable, do you have any suggestions? ... |
| 14. | Search Results
Posted by Melissa on 3/26/2009 12:41:10 PM
Hi, I would love to see both spouses names when the Search Results are posted. Sometimes I can have up to 4 screens of names to go through to find the spouse of a donor. Is there anyway that this can happen ASAP?
Thank you,
Melissa |
| 15. | New Receipts
Posted by Melissa on 2/26/2009 1:17:56 PM
Thanks for the updated notes from last night. Can you let me know how I can now clear the "Print Receipt" box after receipting? There used to be a Clear Batch Receipts box, but that box is no longer there. I'm hoping that there is a way to still do that.
Thanks so much!
Melissa
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| 16. | Re: New Receipts
Posted by Melissa on 2/26/2009 1:30:39 PM
Ok, thanks!
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| 17. | Helpline Volunteer Computer
Posted by melissa on 2/20/2009 10:32:51 AM
Hi, there. We run our 24 hour hotline through our volunteer's computers at there homes. One of our volunteers is having problems entering new clients to schedule an appointment. Here is what she wrote me:
" I have the same computer problem booking an appointment as I did a couple weeks ago. After I input new client's name and hit the ... I get a message "An error has occurred in the script on the page" with a yellow triangle icon with exclamation ... |
| 18. | Taxable Donation?
Posted by Melissa on 1/8/2009 8:04:00 AM
Happy New Year. I just got off the phone with a donor and she was a bit upset because her Donation Receipt stated that here gift was a “Taxable Amount”. Of course, I ensured her that it was tax-deductible, pulled her account to double check, and all the fields seemed to be in order. As I was talking to her, I had a stack of receipts to go out and I double checked them and some of them did, indeed, state “Taxable Amount” instead of “Tax-Deductible Amount”. I printed them through Batch ... |
| 19. | Re: Taxable Donation?
Posted by Melissa on 1/8/2009 8:36:32 AM
Ok, thanks for the update. I was worried that I had sent many more out, but I guess it was just Monday's batch.
Have a good day!
Melissa
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| 20. | Date Entered Into e-Kyros
Posted by Melissa on 11/18/2008 8:50:20 AM
Good morning, can you tell me of a way to create a list of those donors who have been recently entered into e-Kyros, say in the last 6 months? We want to include them in our Christmas mailing, but they have not necessarily made an actual donation, as of yet.
Thanks for your help!
Melissa |
| 21. | Re: Date Entered Into e-Kyros
Posted by Melissa on 11/18/2008 9:18:03 AM
Hi, Brian.
When I ran this, it included donors that were not "new" in e-Kyros, nor were they new donors. Any additional suggestions as to how we can narrow this down to new contacts that might not be donors, yet?
Thanks so much!
Melissa
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| 22. | Re: Date Entered Into e-Kyros
Posted by Melissa on 11/18/2008 9:42:49 AM
We did have a data import. Thanks for the info and have a good day!
Melissa
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| 23. | Report Printing
Posted by Melissa on 10/30/2008 1:17:44 PM
Hi, Sarah and Tom.
I am trying to print my Batch Receipts for donors, but it they will not line up on my paper. It either becomes too long, where it continues onto a second page, or it is too short, and the perferation cuts off part of the receipt. I am using invoice paper w/ perferation 31/2" from the bottom of the page.
I actually had this problem a couple of other times. I was told, in the past, that it was our Word program, but I have tried to ... |
| 24. | Lables Sorted By Zip
Posted by Melissa on 8/20/2008 10:42:44 AM
Hi, agian! When we do bulk mailings, we need to keep the lables sorted by zip codes. While this is available through e-Kyros, I can only do it from the highest number to the lowest number, therefore, we need to work backwards.
Am I missing a way to sort by zip, but from lowest to greatest?
Thanks so much for any suggestions!
Melissa |
| 25. | Re: Lables Sorted By Zip
Posted by Melissa on 8/20/2008 10:56:02 AM
Love easy!!!
Thank you and have a good afternoon,
Melissa |