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1.Donation and Pledge Letter Combinations
Posted by keithm on 5/6/2008 10:52:55 PM
At our first Banquet we accepted Donations, Pledges, and first payments on Pledges all at the same time. Now we would like to send three different response letters to those that 1) just donated (90) vs. 2) those that both donated and pledged (20) vs. 3) those that just Pledged (10)..rather than sending two response letters: Donation & Pledge for the 20. What combination of Reports and types of Filters (Designations, Categories, Hold Mail, Other?) would you suggest we use to drive these ...
2.Microsoft Software donations for PRC's
Posted by keithm on 1/15/2009 10:00:26 AM
Since eKyros requires MS/Word and MS/Excel for downloads, I am trying to get donated Microsoft software via TechSoup.

To qualify our PRC with Microsoft (and other Techsoup software donors) I must classify our PRC at a high level and then at a subclassification.

I have read on the Techsoup site that some other vendors do not provide software for organizations that "promote a single religion".

I have read that donation requests can be ...
3.Categories not sticking
Posted by keithM on 5/6/2008 7:13:56 AM
In Donor management, under one file, I insert a tenth category code in the List of same, Close that list, and then I Apply two category codes from that list to this Donor. The two that were applied show up on the Donor Form below the Categories button as expected.

However, I then Save and Close the Donor form and re-open that form for that donor and there are no applied categories listed for this Donor.

Am I seeing a real bug? Am I the first to report ...
4.Re: Categories not sticking
Posted by keithm on 5/6/2008 10:24:07 PM
Seems to have been related to a shortage of memory at that time on that PC. Several other things in Centerpiece also would "not stick" or work only partially (New Designation type, Hold Mail Flag setting, etc.). May have been due to a RealNetworks background task trying to get me to let it install an update.
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