| 1. | Seperating Churches and Organizations
Posted by cece1971 on 3/9/2009 12:11:34 PM
I was wondering if there was a way to seperate organizations and churches. As it stands now...anything not a personal donor is all lumped into the "Organization" title....Will there ever be a way to seperate the two. |
| 2. | Re: Inactive client files
Posted by cece1971 on 3/9/2009 12:14:22 PM
Ashleigh,
We are trying to purge our client files by using a date....let's just say any client name since 1/2004....so we can generate a list of files that can be pulled out....
I have tried several differnt ways in the reports section, but have not had any luck. Am I missing something?
Casey |
| 3. | Inactive client files
Posted by cece1971 on 3/5/2009 9:12:40 AM
Aside from checking active or inactive is there any way to run a report from the client files with date of last appointment ? Does that make sense? |
| 4. | Donor Labels by zip code
Posted by cece1971 on 9/15/2008 1:53:04 PM
Is there a way that we can print our donor labels and have them organized by zip code. This greatly reduces the time when we are doing mass mailings of 1700+ donors.
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