| 1. | Two feature requests
Posted by ltrask on 11/28/2007 11:45:48 AM
Hi Brian,
I wondered if you would consider adding "bi-monthly" to the payment schedule under the Pledge Form. Several of our donors give that way.
Also, I was wondering if there was a way to break out funds received regarding tax purposes. For instance, we sometimes receive money in exchange for goods, ie: training materials (we charge only the actual cost) but have no way to indicate that this amount is not tax-deductible.
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| 2. | Re: Two feature requests
Posted by ltrask on 11/29/2007 11:22:37 AM
Thank you very much, Sarah. You have been very helpful!
One more question: What report will tell us the total amount received (excluding receipted)? Just want to make sure that all numbers jive!
Linda |
| 3. | Re: Two feature requests
Posted by ltrask on 1/7/2008 9:16:09 AM
Hi Sarah,
I think Sharon and I are referring to the same need: people who give every other month. It would be helpful to have that designation sometime in the future.
Keep up the good work.
Linda |
| 4. | Donations Report - Sort by event and zip code
Posted by ltrask on 11/8/2006 3:19:25 PM
Brain,
Wondered if there was a way to do a sort in "Donations Report" by event and then "church." This would be extremely helpful to us when we report to churches how much money was raised through the bottle campaign.
Also, we would like to do a donor files sort by zip when we run labels. We can do the sort in eKyros, but when sending it to labels, eKyros goes to the default report. Sorting by zip expedites bulk mailing. Currently, we ... |
| 5. | Re: Donations Report - Sort by event and zip code
Posted by ltrask on 11/21/2006 3:31:35 PM
Hi Brian,
Thanks so much! My church reports are completed and it only took me a few minutes compared to the days I was spending to get the info. I also found my hand calculations were wrong!
It was a pleasure talking with you the other day. Customer service is obviously the number one priority here at eKyros! |
| 6. | Client File Summary
Posted by ltrask on 3/2/2006 1:37:27 PM
Hi there, again! I have a question about the Client File Summary. When I check off the boxes (usually case, activity and notes), and click "refresh" the following info appears: cases summary, activity summary and notes. When I choose to export the info either to a web page or MS Word, "case summary" is missing. Is there a reason why this info is missing? This field carries important information we need. Any suggestions? |
| 7. | Client File Summary question
Posted by ltrask on 2/27/2006 12:49:32 PM
On the Client File Summary, under Activity Summary, the field under, "1. What is the client's spiritual status" comes up empty - even though the info is filled in on the case visit. We are having to export to Word and then typing in the info. Are we doing something wrong or is there a bug associated with this field? Thanks!! |
| 8. | Re: Page Breaks
Posted by ltrask on 2/27/2006 12:51:44 PM
Thanks Brian, and yes, I wanted to put receipts from 2 separate donors on a page...as I know the receipt itself tallies up the totals per donor each month. Just looking to be thrifty and a little "green"! |
| 9. | Page Breaks
Posted by ltrask on 2/22/2006 6:59:45 AM
Without reinventing the wheel, how do I remove page breaks when I export the batch receipts to MS Word? I like to run 2 receipts per page. Thanks! |
| 10. | Re: Page Breaks
Posted by ltrask on 2/22/2006 2:22:27 PM
I like to put 2 receipts per page so as not to waste paper. I receipt donors once a month and include the receipt with a Donor/Thank You letter. It seems that last month I did something and was able to get 2 receipts per page. But for the life of me, I can't remember how I did it. I know I did not remove the code one at a time. |
| 11. | Gospel Presented
Posted by ltrask on 9/20/2005 2:47:10 PM
Brian,
I so appreciate all the changes you have made since we became part of the eKyros community in January! This software has been a blessing!!
On the question, "Was the gospel presented," most of the time our volunteers will say no...but they will have had a spiritual discussion. There is no place to indicate that.
Wondered if the question, "Was there a spiritual discussion," (or something like that) could be added after the ... |
| 12. | Re: Tracking Spiritual Decisions
Posted by ltrask on 4/7/2005 1:16:45 PM
Carlye,
I am having trouble with tracking those who have made a profession of faith. Do I need to change all of the information in the Office Use Only portion of the form? I have only changed the info stating when a client receives Christ. I did this last month, but it is not showing up in my report as a Profession of Faith.
Also, suggestion: Could the Spiritual Information be placed on the Concepts Shared form? It would make much more sense that if a ... |
| 13. | Re: Entering Pregnancy History
Posted by ltrask on 2/1/2005 1:13:46 PM
Brain,
I would appreciate the date requirement be removed to. Very frustrating as I'm unable to enter the pregnancy history on a majority of our clients. Thanks! |
| 14. | Re: Hotline calls
Posted by ltrask on 2/1/2005 8:59:09 AM
Brian,
We, too, like to record not only helpline calls, but the daily calls we receive. Currently, I am keeping a separate handwritten log book, but it would be great if we could have a simple "note pad". Then each center could record their specific requirements without having to deal with fields, etc. I also have volunteers that struggle with the computer, so simple is better! |