| 1. | Dear Name
Posted by redeemed1 on 7/10/2008 10:08:53 AM
I would like to see the default for the Dear Name changed to input "and (Spouse Name)" if there is a spouse. We currently have over 650 files without the spouses name in the Dear Name becuase we forgot to uncheck the Auto-update. The Auto-update should default to include the spouse name also. This would be a huge help to us! Thanks. |
| 2. | Printing Appointment Resources
Posted by redeemed1 on 6/22/2007 11:11:15 AM
We are trying to use the resources of the appointments more and we need to print out the appointments resources from time to time. When we print it out now, the key does not print at it's entirety. The titles of the key is present but not the color. Also, it would be more helpful for those of us that don't have perfect vision if the color blocks that designate the availability of resources showed up clearer and larger instead of thin lightly colored dashes.
Thanks. |
| 3. | Re: Printing Appointment Resources
Posted by redeemed1 on 6/25/2007 5:58:49 AM
We know how to print out the appointments. What we would like to print out are the time slots "Appointment RESOURCES" that are available. This would help our volunteer receptionists that do not have access to ekyros to know what is available in order to schedule an appointment. We can print out the "Appointment Resources" however, the color coding is not printed (which shows what resources are available or not) and basically, it's just very small dashes that print out ... |
| 4. | Re: Printing Appointment Resources
Posted by redeemed1 on 6/25/2007 10:26:31 AM
That worked! Thanks a bunch! :) |
| 5. | Re: Language choice
Posted by redeemed1 on 12/4/2006 5:52:34 AM
Awesome! You guys rock!
Amy Dudley, PLCC in Raleigh |
| 6. | Language choice
Posted by redeemed1 on 11/9/2006 7:14:13 AM
We have many Asian clients as well as other clients that do not have their primary language as a selection on the demographics part of the information form. Could you add 'Other' to that selection? Thanks. |
| 7. | Reports
Posted by redeemed1 on 11/14/2006 12:39:14 PM
It would be so very helpful if in stead of only being able to select 1 category to run a report, if you could select multiple categories. Or it would be nice to be able to ask it not to print a specific category or 2 but print everything else.
I realize that every Center's categories are different but when I want to send a mailing to only certain people (not everyone) sometimes I have to run 4 or 5 different lists, combine them and delete any duplicates.
|
| 8. | Re: Reports
Posted by redeemed1 on 11/14/2006 5:08:39 PM
I will throw you a virtual hug when you get that multiple select up and running! |
| 9. | Re: Group Classes
Posted by redeemed1 on 11/14/2006 12:40:06 PM
I echo this request! |
| 10. | Re: Exporting Reports
Posted by redeemed1 on 11/13/2006 10:01:35 AM
It seems as if all our computers have this same issue. As I said before, this wasn't always the case. I have a tech coming out sometime today and I hope he can help me out. If not, I'll let you know. Thanks :) |
| 11. | Re: Exporting Reports
Posted by redeemed1 on 11/13/2006 10:07:36 AM
I've just discovered that it's only an issue when I try to export the Follow Up Client report. When I export any statistical report it pulls it up in Word w/o me having to select the program each time. Maybe this narrows things down a bit for you and maybe it's not our computers (i'm hoping). Crossing fingers here...... |
| 12. | Re: Exporting Reports
Posted by redeemed1 on 11/13/2006 1:00:39 PM
Here's what I've discovered. When running various reports and statistics (except for client follow up), it exports to word or excel as it should. I then ran those same reports and clicked on 'save' instead of 'open' and they all had .XLS extensions.
When I ran the client follow up report and clicked 'save' instead of open, it had an .HTML extension. If I opened word or excel first then selected the saved .HTML file, I could read it and ... |
| 13. | Re: Exporting Reports
Posted by redeemed1 on 11/13/2006 1:28:25 PM
Wonderful! Glad we got that worked out. And to think I've been sitting on this for about a month or so. Sheesh. Should open my mouth up more often. You guys rock! Keep up the good work. |
| 14. | Exporting Reports
Posted by redeemed1 on 11/9/2006 6:58:01 AM
When I run a report and wish to export it to MS Word or Excel, a box pops up and asks me to select what program I wish to open file with. I thought it would automatically select the appropriate program when I selected Word or Excel prior to clicking the 'GO' button. Also, when it exports the report it also places the people icon in front of every name. I usually prefer to use Excel for reports because I can manipulate the columns and rows easier than in word however, those icons ... |
| 15. | Re: Exporting Reports
Posted by redeemed1 on 11/10/2006 6:06:47 AM
Yes we have the appropriate programs. We have 2000 Professional. I was not experiencing this problem for the better part of the year. This is a relatively new issue. I believe it started to happen after the last update. |
| 16. | Re: Exporting Reports
Posted by redeemed1 on 11/10/2006 7:28:37 AM
I haven't tried any of the other computers.......I'm the only lucky employee that gets to do client data entry (except for the receptionist who only does the appointment side of it).
So what now? |
| 17. | Re: Exporting Reports
Posted by redeemed1 on 11/10/2006 7:42:05 AM
Ok, I'll check on others when I have access to them. And I'm sure you WOULD hear from peeps if it were a centerpiece problem. Technology is great but just doesn't make sense sometimes. Why something like this would happen to a computer for what seems like no reason is sooooo strange. sighhh. Gotta love MS...ughhhh. |
| 18. | Re: Office Follow Up Report
Posted by redeemed1 on 11/10/2006 8:50:55 AM
awesome! |
| 19. | Office Follow Up Report
Posted by redeemed1 on 11/9/2006 8:05:33 AM
When I run the "Office Follow Up Report" after setting the the parameters and clicking 'run', I click on 'Edit', then 'Flag Complete' and OK, the list says 'Refreshing' but the client still appears w/the status of incomplete. I then have to go back to 'Report Options', reRun the report and only then is the list updated. Can that be fixed? Sometimes when I have multiple pages to update, (being in a crisis environment setting w/tons of ... |
| 20. | Reports
Posted by redeemed1 on 11/9/2006 7:01:13 AM
When exporting reports, the title of the report is lost and does not appear on the document or spreadsheet. Can this be changed? Also, is there a way on the programs end to print titles on every page so that it doesn't have to be set up every time it's exported? Titles don't repeat on multiple pages when printing directly from eKyros either. Thanks a bunch. |
| 21. | Class Roster
Posted by redeemed1 on 11/9/2006 7:06:57 AM
When using the class roster, I notice that you can not print the roster out nor can you export it to print. Since many classes are run by volunteers who we do not allow access to this system, it is not proving to be a useful tool for us to use. Can you allow us to print out rosters?
Also, when there are clients on a roster that are checked in, it doesn't seem to do anything in the system that would benefit the continued use of it. It would be great if once someone is ... |
| 22. | Re: Class Roster
Posted by redeemed1 on 11/10/2006 6:13:21 AM
Ahhh, gotch ya. That makes sense. We still need to check in each individual as a show for their appointments though. Would be nice if it tied into that as well.
Is there any way to print off the waiting list for classes? We have about 20 clients waiting for a particular class but I haven't figured out how to print that list and end up scrolling through the list and writing it on a piece of paper to hand to our volunteers setting up classes.
Thanks for ... |
| 23. | Re: B/F profession of faith
Posted by redeemed1 on 3/14/2006 1:39:05 PM
Is there a report that shows how many profession of faiths by month? We like to report that particular stat to our board. |