| 1. | Ideas for tracking contacts?
Posted by larryw on 1/30/2007 12:35:52 PM
I'd like to keep track of people we meet in our community, but at this point they're not a volunteer or a donor. We hope to make them both someday but right now I'm not sure which area to put them in.
Any suggestions? |
| 2. | Dual entry to eKyros and Accounting System?
Posted by larryw on 10/26/2006 1:31:17 PM
I'm looking for some feedback from the group on how they handle donations. Historically we've used Quickbooks to handle our accounting. We input donations and setup pledges as invoices.
Now that we're using eKyros, I'd love to also have that information online associated with donors and events/campaigns, but it seems like a lot of work to enter that information twice. On average we get 50 donations a month (excluding banquet, walks, etc).
Is ... |
| 3. | Old Phone Number on Donor Receipt
Posted by larryw on 9/15/2006 8:08:24 PM
The phone number for our center was wrong so I changed it on Account Management. However, the phone number of the Batch Receipt Report still has the old phone number. I logged out and tried it again, but still the old number. Is there a way to change that?
Thanks |
| 4. | Re: Old Phone Number on Donor Receipt
Posted by larryw on 9/15/2006 9:10:03 PM
As always, thanks for the help.
I'm looking forward to playing with the new Letters feature this weekend! |
| 5. | How do I create a relationship between pastor and Church?
Posted by larryw on 9/8/2006 9:11:12 AM
I created an Organization record for a church and a separate record for the Pastor, Associate Pastor, etc. I was hoping I could assign a Relationship of 'Pastor' under the Church's entry (and the other way too). But in the list of relationship types, I only see family relations.
Is there a way to add the Pastor relation? Am I going about this all wrong?
Thanks
Larry. |
| 6. | Re: How do I create a relationship between pastor and Church?
Posted by larryw on 9/8/2006 9:20:38 AM
Awesome....Thanks! |