| 1. | Re: Portal for Spanish speaking client
Posted by kristenp on 8/14/2024 12:55:21 PM
Hi LisaRN72,
I just want to make sure you realize that when you queue up their forms on the Form Request you at the center would specify to send them in Spanish. That way everything is send in Spanish and the Client doesn't have to know to use the dropdown and change it. Also, if it is a return client and the primary language in their file is Spanish and you go to queue up a form request it will automatically default to send them in Spanish.
When testing, ... |
| 2. | Re: Attributing Baby Bottle Campaign Cash
Posted by kristenp on 2/20/2024 9:21:29 AM
Hi Jonks,
Thank you for posting to the forum. I understand what you are saying and let me explain the solution. Each Church or Business that receives bottles to distribute, would be set up within the Baby Bottle Event as a "Group Captain". Some centers even include the count of bottles being provided to them as part of the group name so they know how many to pick up (it's a great way to keep track of bottle inventory).
Then, when bottles are all ... |
| 3. | Re: A Few Things...
Posted by kristenp on 1/7/2022 4:13:37 PM
Hi hannaruth,
Happy New Year to you and your amazing team! Thank you for reaching out to us with feedback, we greatly appreciate it. I've done my best to respond to your 5 suggestions below, but would love a follow up call to discuss/help further.
1.(a.) Suggestion: Prompts to ask if you are sure you want a new case AND a prompt to suggest creating a new visit. (when processing mobile intake forms).
Response: This should help... when ... |
| 4. | Re: recurring clients
Posted by kristenp on 12/14/2016 3:49:49 PM
Hi Merrym,
We do support recurring appointments for Group Classes when you create them through the group class roster. They show up within the Office/Calendar.
But if you need to schedule a single client recurring appointments through the scheduler directly (such as for Individual education), you do need to create each appointment for each scheduled day.
Conflicts can arise when trying to schedule recurring appointments via a scheduler that ... |
| 5. | Re: Print Icon not functioning since Portal upgrade
Posted by kristenp on 9/26/2023 9:19:32 AM
Hi, I am sorry to hear you are having an issue printing the Health History Form. I cannot reproduce the issue on my end in our Demo site. I am running Windows11 and printed the Health History Form without issue in both GChrome and Edge browsers. Please give us a call and we can troubleshoot further with you directly.
Kristen Paul
469-293-3079 |
| 6. | Re: Health History Form
Posted by kristenp on 9/25/2023 9:16:35 AM
Hi Grasshopper,
Thank you so much for your feedback. I will present this to our development team for consideration. We are eventually opening up mobile intake forms to custom questions. When that happens, that would allow you to add that to either the contact form or health history form very likely.
In the meantime, you might want to track that at the file level using a common unused field. Reach out to your center's designated Account Manager and they ... |
| 7. | Re: Stewardship merging with CDM+ Essentials
Posted by kristenp on 5/11/2023 9:20:24 AM
Hi Jvanture,
We also have online Giving integration with eGiving, and FundEasy. We are also hoping to bring on some additional payment processors in the near future due to the Stewardship Technology migration.
Kris Paul
469-293-3079 x106 |
| 8. | Re: Addition to who accompanied client to visit
Posted by kristenp on 4/6/2015 12:11:01 PM
Hi adcantrell,
I am glad you are liking the ability to track who accompanied the client to their visit. We added this to support the Care Net yearly statistical report and so CareNet provided the list that we use. According to Jacob Hall with CN, the 'idea was to find out who is influencing clients that are facing a pregnancy decision.' Currently, the results only pull into the CN statistical report.
Would tracking children that accompanied be okay ... |
| 9. | Re: Addition to who accompanied client to visit
Posted by kristenp on 4/6/2015 12:55:10 PM
Thank you for your very kind words! It is our pleasure to assist and be an extension of your team whenever we can. Thanks for all you do in this Fight for LIFE and know it is an honor to serve with you!
-Kristen |
| 10. | Re: Document Storage
Posted by kristenp on 11/18/2022 8:47:18 AM
Hi Melguz,
Thanks for your post! One other thing to consider before adding more storage is the capacity of the storage remaining. For example, I am happy to look up the date the initial 25GB was added so you can better gage how many years it took to use up the 66%, as it is possible you have years remaining in the 34%. Hope that makes sense and helps. My direct contact info is below.
Also, the $114. year for the next 25GB will be prorated based on when you ... |
| 11. | Re: Appointment Scheduling
Posted by kristenp on 10/24/2022 5:29:33 PM
Hi Jacquee,
Thank you for posting to the forum and for sharing feature feedback!
1. I don't believe we've had this feedback before, but I am happy to share it with our development team for consideration. Creating and managing appointments are really Office management and scheduler functions, but I will log this request for consideration. Feel free to share with your designated Account Manager if you want to share more specifics on how and why this ... |
| 12. | Re: Eykros connect with Ministry Snyc
Posted by kristenp on 9/13/2022 1:40:27 PM
Hi scpcljculler,
Thank you for posting your question to the forums. When you do a download, the Walk Captains will just download as "registrations" and show no gift was attached. You have the ability to create a Donor file with their contact information (only if it doesn't already exist) with a single click. Otherwise, there is a button that will remove or void all $0 transactions (registrations) in a click after adding any needed files.
Keep ... |
| 13. | Re: Report by File
Posted by kristenp on 8/27/2021 8:48:37 AM
Hi cjkinnas,
All reports let you resort the list by various column headers. Based on the info you provided above, it seems that your center has a Donor category set up of "monthly Donor" you are filtering by? If so, If you use the "Batch Receipts Report" but after running change the view from "Report" to "List" view, it will allow you to sort by column header of file id, Donor name, etc. But also provide the current month's giving ... |
| 14. | Re: How to Edit "Programs" Under Client Classes
Posted by kristenp on 6/14/2021 12:32:34 PM
Hi MaryY,
Thanks for reaching out to the forum with your question. The program list exists to support the "one click" affiliate reporting available in CenterPiece. It is a set list that can't be edited by design because it allows classes both individual and group, as well as counseling topics (regardless of their custom name) to pull into affiliate reporting by "program" (theme or topic) they most closely associate with.
Please ... |
| 15. | Re: Case Visits
Posted by kristenp on 1/26/2021 2:47:55 PM
Hi Amanda,
Thanks for reaching out to the forum!
It is commonplace that during most all visits to a center, a client will receive multiple services such as in your example. For certain services that take place with different team members (staff/vol), you may want to add them to your scheduler as separate appointments. A client can have multiple appointments for different services in a day.
But all services that take place roll up to a daily ... |
| 16. | Re: Walk in appt stats
Posted by kristenp on 10/9/2020 4:38:35 PM
Hi melguz,
Happy Friday! Thanks for posting to the forums.
The easiest way to get that is to run appt. stats. Here are the steps:
Client>statistics in sub menu>select Appointment Statistics 'Run Report'>set date range>in the first Demographic dropdown select "Method">click "Run Report". This will break out your appointments by scheduled or Walk-in.
Thanks, have a nice weekend!
|
| 17. | Re: Change/Add categories
Posted by kristenp on 10/9/2020 2:19:26 PM
Hi Tammy,
Thanks for reaching out through the forums. The ethnicity list is a set list but we can submit your request to add "Filipino" to our development team for consideration.
It sounds like you have "Baby/Maternity items" as a list item on your Closet & Boutique form? These list items are your custom list and can either be disabled or edited as needed. Or, perhaps you are talking about the primary purpose of visit list on a case ... |
| 18. | Re: Creating Receipts for an Individual
Posted by kristenp on 8/25/2020 2:35:06 PM
Hi Pam,
When running a Batch Receipt for a single Donor if the Donor's File Status is set to InActive they will not come up in the Donor drop down list. I think this should be your issue and why you are experiencing some Donor's not showing in the list.
Thanks for reaching out to the forums. Have a beautiful rest of your day!
Kris Paul
469-293-3079 x106 |
| 19. | Re: Processing credit card refunds through the online giving connector
Posted by kristenp on 5/8/2020 3:18:32 PM
Hi jvanture! Yes, Happy Friday! :)
You are correct, Stewardship Technology doesn't send us the Refunds (into the Refund tab of the Online Giving Connector) like some of the other payment processors provide.
It is convenient to be able to reconcile the refunds while still in the Register by seeing if the gift had been posted to the file and then having the ability to "reconcile" which deletes it from the Donor file while you are able to keep ... |
| 20. | Re: Prenatal Care Report
Posted by kristenp on 4/14/2020 2:26:30 PM
We will be adding the Health History form to statistics. The first question on the health history, are you in prenatal care? will be one of the demographics you can select which will populate totals of yes and no allowing you to "drill down" on the number by date range of those for "yes" or "no" to get the list of clients that make up each number.
Kristen Paul
469-293-3079 x106 |
| 21. | Re: Mobile Intake on Site
Posted by kristenp on 7/16/2019 11:30:54 AM
Hi Angie,
As a popular alternative, without a ReminderCall account you can let clients know when they arrive that you have the ability for them to check-in and complete their paperwork from "their own mobile device" (even your walk-ins). Just queue (attach) the needed forms to the client’s appointment form (scheduled or walk-in) and make sure it includes their birthdate. Ask them to hand you their smart phone with the camera open and let them know you are just ... |
| 22. | Re: Missing Staff/Volunteer names under activity
Posted by kristenp on 4/20/2019 10:40:30 PM
Hi Heather,
Thank you for posting your question to the forums. I too suggest you give us a call on Monday to get some additional assistance.
I am wondering if a Staff/Volunteer file was inadvertently deleted from the database within Staff Management when a team member left? Staff/Volunteer files should have their status changed on the file to "inactive" when someone leaves your service. This way the staff/Vol name no longer populates on the list ... |
| 23. | Re: Want to print WALK donation statements with more info than I see possible!
Posted by kristenp on 3/28/2019 10:34:30 AM
Hi jvanture,
Do you happen to be bringing your WALK Event giving into CenterPiece through our online giving connector from MinistrySync? The reason I ask is you can map receipt comments when you download each batch and we pull the "walkers name" into the comments line for each donation. Therefore, each Donation receipt would include the donation amount, payment type, Event name, and the name of the walker that was being sponsored.
This works ... |
| 24. | Re: formatting batch receipt letters
Posted by kristenp on 3/12/2019 11:04:26 AM
Hi optionsnj,
The top portion of the statement is preformatted for a standard #9 double window envelope, However, once you export your statements to MSWord you can set "Custom Margins" and just adjust your top margin only to increase the distance from the top. You might have to print a couple tests of page 1 until you get it to fit perfect for your specific envelope. This will allow you to use up the stock of what you have.
We did recently remove ... |
| 25. | Re: total historical giving by donor
Posted by kristenp on 1/8/2019 4:45:36 PM
Hi BHershey,
There isn't a way to be automatically alerted when a donation is added which results in one of your Donors reaching one or your giving milestones (interesting idea though) but there is a fairly easy way you could monitor this monthly. Here's an idea of one way I would locate these Donors on a monthly basis:
Run your Batch Receipt Report with the date range set to 1/1/2007-today (as you indicated that is how far back your donor giving goes). ... |