| 1. | extra page printing out
Posted by denise on 5/6/2011 3:44:16 PM
When I export the monthly donor receipts to Word and print, there is always an extra page in between each receipt. So, I either have to manually pull out the blank sheet or delete the extra line between each receipt on Word before printing. This is really annoying. Can someone please tell me what I'm doing wrong? |
| 2. | sending letter to a specified few donors
Posted by denise on 1/14/2011 11:17:17 AM
I want to send a letter to a few donors. I can create the letter, but I can't figure out how to specify which donors the letter goes to. They aren't categorized in any way in eKyros at this point. THere is no receipt to attach - just want to send the letter.
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| 3. | Re: sending letter to a specified few donors
Posted by denise on 1/17/2011 9:06:40 AM
The list is quite random. I don't think much pinpointing can be done! I'm still learning what eKyros can do. Its great, but unfortunately, I don't think it can read minds. Thank you, though. |
| 4. | Re: sending letter to a specified few donors
Posted by denise on 1/17/2011 12:15:06 PM
OK, Christi that sounds good but I have a couple questions. Is the Category permanent or can it be deleted later? If it cannot be deleted, can donors be removed from this category when I'm finished with this particular mailing? |
| 5. | cleaning up options on case intake form
Posted by denise on 10/26/2010 11:17:37 AM
I desperately need to clean up the Client Questions options on the Case Intake Form (i.e. "How did you hear about us", etc.). There doesn't seem to be a way to do this. What am I missing?
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| 6. | Re: cleaning up options on case intake form
Posted by denise on 10/26/2010 12:32:59 PM
Brilliant. That worked great - Thanks! |
| 7. | seeing multiple appointments for one client on same day
Posted by denise on 11/10/2009 3:55:35 PM
When we check in a client for an appt, we want to easily see if they are scheduled for some other assistance on the same day. Is there a way to do this? For example, if they have an appt for a PT and another appt for an ultrasound, how can we see that all on in the same window? |
| 8. | finding incomplete files
Posted by denise on 9/24/2009 10:09:12 AM
I have found that, due to clerical error, some of our client files have missing pieces. I would like to run a report to track this. For example, several clients have no address entered. Is there a way to run a report on all the clients in the system without an address? I could hand the list of those clients to a volunteer, ask her to pull the files and fill in the missing pieces. |
| 9. | printing notes
Posted by denise on 9/21/2009 4:04:42 PM
How can I increase the number of notes that will print out on one page? This client has 8 pages of notes on the screen but they could all fit onto 3 or 4 pages, I think. As it is, we have to click on each individual page to get it to print and then it will only print 4 or 5 notes at a time when several more would fit on the page. |