| 1. | Having the program complete things like city
Posted by shersey on 11/9/2006 7:51:27 AM
Is there a way that once you have entered your city "St. Augustine" that when you go to enter it again on another donor or client the program remembers it when you start to type it so you do not have to always type it in full? I know there is a word for this but cannot think of it.
This would be great for both city and state.
Thanks, the program is great the more I learn what it can do the better I love it! |
| 2. | Events
Posted by shersey on 11/29/2006 7:55:59 AM
On the Events page where you have the List View. I love how you can see how much you spent and how much you raised. Is there a way we can print this page out as a report. This would be great to give to my Board and Executive Director. |
| 3. | Number of Donors on file
Posted by shersey on 11/9/2006 7:44:24 AM
Is there a way to look and see our number of donors we have on file? For example in trying to create an end of the year appeal letter I need to know how many I need to tell our printer to print. Is there a way I can tell how many donors I have? |
| 4. | Reminder of monthly donors by credit card
Posted by shersey on 11/6/2006 9:14:16 AM
Is there a way to remind me to run a monthly donors credit card? If so how do I do that? |
| 5. | Referral Types
Posted by shersey on 9/8/2006 9:29:20 AM
Under Referral Types can you add "Schooling" and "other" we use more than what is listed.
Thanks |
| 6. | Birthdate
Posted by shersey on 7/19/2006 12:57:48 PM
Is there anyway when filling in info for client under their birthdate that we can put just an age not a full birthdate. We get calls for clients we mail info to who tell us their age that we need to keep stats on but we don't know their birthdates. |
| 7. | Clients
Posted by shersey on 6/26/2006 8:17:31 AM
I notice that when I added the husband of a new client that he is listed in the client info as well as someone seperate and I did attach them as a relationship is it correct that he should be showing up in client files? |