| 1. | iPhone App
Posted by ccpcbanquet on 12/29/2014 12:17:45 PM
Is there an iPhone App for eKYROS? We have a new iphone 24 hr number for clients and would love to be able to access eKYROS from an app while on the phone with a client. |
| 2. | Earn While You Learn Parenting Program
Posted by ccpcbanquet on 4/26/2016 3:56:58 PM
How do other centers (especially those with multiple sites) handle Earn While You Learn within Ekyros? We keep track of points earned for each class and then points used. Clients are able to accumulate points for larger items such as pack n plays. We also need to be able to see what videos they have watched. Our satellite location is new so we are finding that some clients are going to the different locations depending on where they will be on a certain day. We have always maintained manual ... |
| 3. | Time Report for new time cards
Posted by ccpcbanquet on 3/28/2016 10:37:23 AM
In a future update can you add a report that prints the comments? For payroll purposes we still need to know the time clocked in and the time clocked out. I have employees enter their time in the comments. There currently isn't a way to print them though. If we have to fill out time cards and enter time in eKyros it is doubling the entry. I love the new time entry though so I'm not complaining at all. |
| 4. | Permanent Client Consent for text reminders for EWYL
Posted by ccpcbanquet on 3/28/2016 10:31:54 AM
We schedule clients out 3 weeks or more for EWYL. Could there be an option in a future update that will carry forward the clients consent for reminder texts? As it stands now, the client consent has to be done on each appt. |
| 5. | Banquet Sponsors
Posted by ccpcbanquet on 4/23/2015 11:45:02 AM
Our donors are entered into eKyros as couples. When we add them as sponsors to each group is there a way to enter that only one of them plans to attend the banquet or other event? It makes a huge difference when trying to fill a table. |
| 6. | Seach function for client notes
Posted by ccpcbanquet on 4/16/2015 1:57:00 PM
We would really like to have the ability to search client notes for keywords. If we cant remember a clients name but we can remember that she was valedictorian of her high school we could search notes for that. |
| 7. | Can the Scheduler be used for Staff Calendars?
Posted by ccpcbanquet on 4/8/2015 4:43:32 PM
We need to be able to track staff schedules--especially for the Executive Director so that all of the staff knows where everyone else is and what they are doing. Is there a way to do that in the Scheduler? |
| 8. | Re: Can the Scheduler be used for Staff Calendars?
Posted by ccpcbanquet on 4/8/2015 5:02:07 PM
Could you print a report of one person's schedule using either one of these ways? |
| 9. | Re: Can the Scheduler be used for Staff Calendars?
Posted by ccpcbanquet on 4/8/2015 5:10:34 PM
Yes. I'll see if I can work with these ideas. I'll contact you in a different thread if I run into problems. |
| 10. | Old pledges
Posted by ccpcbanquet on 3/5/2014 3:14:28 PM
There are pledges on my donors that are 2 or more years old. What is the best way to clear these off of my records? Is there a way to "retire" the campaign? |
| 11. | Re: Old pledges
Posted by ccpcbanquet on 3/5/2014 4:38:36 PM
Thank you! That helps. |
| 12. | Permissions for deleting files
Posted by ccpcbanquet on 7/8/2014 1:40:47 PM
I would like to request that there be a permissions option to allow only certain people the ability to delete files. We have just come across a client file that must have been deleted. It is no longer in our records and yet this client has been coming for several months. |
| 13. | Re: Permissions for deleting files
Posted by ccpcbanquet on 7/8/2014 3:20:28 PM
I searched for it a number of ways. I even pulled up a report for client files that had been inactivated. It just isn't there. Is is possible for you to retrieve a deleted file? |
| 14. | Multiple Email Addresses
Posted by ccpcbanquet on 6/10/2014 1:22:27 PM
I would love to see features that would help us be able to email our donor base. The way it is now, eKYROS doesn't have a field for the spouse's email address. I currently enter both the husband and the wifes email addresses in the email address field. I have to export a donor report, sort by email address, and then go through manually and separate the dual email addresses. It takes a few hours to do.
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| 15. | email donation statements
Posted by ccpcbanquet on 6/11/2014 11:30:36 AM
Does anyone currently email their donation statements? If so, how do you go about it? |
| 16. | Re: Searching by notes
Posted by ccpcbanquet on 6/10/2014 1:24:19 PM
I would love to see this feature as well. |
| 17. | No emails
Posted by ccpcbanquet on 6/10/2014 1:23:35 PM
I would like to see a separate field for "NO EMAILS" in the donor file. Right now I have to keep a manual list of those donors who do not wish to receive emails. |
| 18. | pop up for Quickbooks Connector
Posted by ccpcbanquet on 6/3/2014 1:43:24 PM
I am no longer able to get the Quickbooks Connector to load. I need to be able to transfer donations for the end of the month. Anyone have things/settings I can look at to see if I can get this working again? |
| 19. | Refund of credit card receipt
Posted by ccpcbanquet on 5/20/2014 2:46:11 PM
I have a donor that we recently refunded a donation. How do I record that in Ekyros? |