 shersey
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| Joined: 23 Jun 2006 |
| Total Posts: 7 |
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Reminder of monthly donors by credit card
Posted: 06 Nov 2006 09:14 AM |
| Is there a way to remind me to run a monthly donors credit card? If so how do I do that? |
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Re: Reminder of monthly donors by credit card
Posted: 08 Nov 2006 12:22 PM |
Hi shersey,
One way to do this is to flag the donor for follow-up on the day you want to run his/her credit card. You will find the "Edit follow-up" button at the top of every donor file. When you first log-in to CenterPiece you will see the follow-ups that have been assigned to you (in the "My Follow-Up" section at the bottom of the "Office" tab), or you can manage these by running the donor follow-up report.
Just an idea. Hope this helps!
Thanks,
Sarah Miller |
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