| 1. | creating authorization to release info for mobile intake
Posted by optionsnj on 3/24/2020 10:22:54 AM
Hello,
We are working on utilizing the mobile intake option. One question I have is regarding our client consent for authorization to release information. On our current paper form, we have space for the client to list which medical facility and also which family members (and their relationship to her) she is giving us permission to release information to.
I do not see the option of a client being able to type in responses to these questions via mobile intake. Is that ... |
| 2. | Re: creating authorization to release info for mobile intake
Posted by optionsnj on 3/24/2020 10:53:52 AM
OK, thanks for your prompt response.
Maria |
| 3. | error in downloading online Egiving NCS
Posted by optionsnj on 1/15/2020 9:22:52 AM
Hello,
I am getting an error "invalid jSON primitive" message when trying to download online EgivingNCS records. Please advise.
Thank you!
Maria |
| 4. | Re: error in downloading online Egiving NCS
Posted by optionsnj on 1/15/2020 10:10:03 AM
Thanks, Brian, for your response. I will contact Egiving today to let them know.
Maria |
| 5. | Re: error in downloading online Egiving NCS
Posted by optionsnj on 1/15/2020 10:49:12 AM
Thank you, Brian. |
| 6. | Re: error in downloading online Egiving NCS
Posted by optionsnj on 1/16/2020 12:38:56 PM
Thanks for the recommendation, Brian.
I wanted to let you know that the issue has been fixed. I was able to download transactions today.
Maria |
| 7. | formatting batch receipt letters
Posted by optionsnj on 3/12/2019 7:14:31 AM
Hello,
I am trying to figure out how to edit our batch receipt letters so that the donor's mailing address can be lowered three more lines so that it properly lines up in our envelope window. Can you offer assistance?
Thank you,
Maria |
| 8. | Re: formatting batch receipt letters
Posted by optionsnj on 3/12/2019 10:39:02 AM
Thank you. |
| 9. | client visit statistics
Posted by optionsnj on 9/11/2017 3:15:09 PM
Hello Ekyros team,
Each month I would run a client visit statistics report. Under demographics, I would choose "visit type" and "sex." I then take the info received there (among other Ekyros stat reports) and compile a monthly document I present to our director and board.
Last week when running the report to receive our August stats, I noticed a difference in the amounts from previous months. The numbers are now higher than before. I am ... |
| 10. | Re: client visit statistics
Posted by optionsnj on 9/11/2017 3:40:48 PM
Thank you, Brian. I will give you Ekyros a call.
Maria |
| 11. | curious how many centers use PlusLink?
Posted by optionsnj on 9/22/2016 6:16:47 PM
Hello,
I'm curious how many centers use PlusLink to allow national call centers the ability to schedule appointments? If your center does use it, approximately how many appointments have been scheduled for your center through this service? |
| 12. | how to find out total number of donors
Posted by optionsnj on 8/15/2016 1:40:18 PM
Hello,
We are interested in finding out how many donors we have had since we began using ekyros. What is the best way to go by finding that out? I am only interested in the number of donor files we have created, not how much or how often they have contributed.
Could you also explain how the file id number is populated?
Many thanks,
Maria |
| 13. | Re: how to find out total number of donors
Posted by optionsnj on 8/16/2016 11:58:20 AM
Thank you for your prompt response!
Maria |
| 14. | Re: Emailing from Donor List
Posted by optionsnj on 4/17/2013 11:51:20 AM
Hello ~
I saw this old post and was wondering if this could be a possibility? We would love to be able to do this at our center.
Thank you,
Maria |
| 15. | Re: Emailing from Donor List
Posted by optionsnj on 4/17/2013 12:35:58 PM
Thanks for your reply. We'd LOVE to see this added soon.
Have a great day,
Maria |
| 16. | how long does it take to receive data through "get online gifts"
Posted by optionsnj on 3/14/2014 9:32:18 AM
Hello,
We are in the process of using "Get Online Gifts" function for the first time. I set up the online giving integration and have been able to download a few transactions. Yet, we have donations that processed through egiving.com on March 5th and they are still not showing up in Ekyros. What should I expect as far as a time table to when I should see those transactions show up in Ekyros? |
| 17. | Re: how long does it take to receive data through "get online gifts"
Posted by optionsnj on 3/14/2014 10:00:19 AM
Good morning Brian,
Thank you for reminding me to change the download date. I thought that if I had been downloading every day since March 5th that they would show up. But I now know to I need to also change the start date. I now have all the donations in Ekyros.
Have a great weekend,
Maria |
| 18. | running a donor report by "website"
Posted by optionsnj on 5/9/2013 1:53:26 PM
Hello,
I would like to run a report on donors that have info in the "website" box. Awhile ago, a volunteer would add a second email address into the website box rather than add a semicolon and place it in the email box. I know this was done to several of our donor entries, so I want to rectify it. Yet, when I run a report, the website section does not come up as a column in Excel. How can I find out which of our donors have info in the website box?
Thanks for ... |
| 19. | isolating donors with no email addresses
Posted by optionsnj on 4/17/2013 11:53:09 AM
We would like to isolate donor files who do not have email addresses. What is the most efficient way to do this, if it is even possible?
Thanks so much,
Maria |
| 20. | Re: isolating donors with no email addresses
Posted by optionsnj on 4/17/2013 12:31:42 PM
Yes, it makes complete sense. It worked. Thank you!
Maria |
| 21. | transferring donations into event donations
Posted by optionsnj on 4/11/2013 1:58:33 PM
What would be the most efficient way to edit donations that were recorded under individual donor files instead of under an event? I neglected to put the donations under the event tab and am hoping that there is an easier way to add them under that event instead of deleting each individual donation. Help! :) |
| 22. | Re: transferring donations into event donations
Posted by optionsnj on 4/11/2013 2:36:32 PM
The event was selected on the individual donations but the group captain was not. I just went back to try to choose a group captain so that the donation would be added under the group and the amount added to the total donation received, but it is not allowing me an option to choose a group captain. It is only showing an "unknown" option. |
| 23. | Re: transferring donations into event donations
Posted by optionsnj on 4/11/2013 2:39:07 PM
I should have included in my email that the event and group captains had already been created (baby bottle drive). I had just neglected to record the donations under the event tab by adding the sponsors that way. I have about 50 donations that were put in wrong and are not showing up under the event. |
| 24. | Re: transferring donations into event donations
Posted by optionsnj on 4/11/2013 2:57:16 PM
Thanks, Margie. I just left a message for you on your voicemail. |
| 25. | Re: transferring donations into event donations
Posted by optionsnj on 4/11/2013 3:01:16 PM
I figured it out! I didn't have the donors listed as sponsors under the event. It is working now. Thanks! |