|
Church Fileld
Posted: 11 Jan 2007 06:27 PM |
| When trying to enter a client's church, I used the elipses to add a new church name but it would tell me I needed to enter an organization. The same thing happened when trying to enter staff church association. Is the church only for donor mgt? What do I put for organization for clients and staff? |
|
|
 |
|
|
Re: Church Fileld
Posted: 12 Jan 2007 08:25 AM |
Hi WendyStone,
The Church field can be used in Client, Donor, and Staff modules. Make sure you type the church name into the "Organization" field (found just below the "middle initial" field). Here are the steps to go through when adding a new church name into your database:
1. Click on the square box with the 3 dots in it, just to the right of the church field, on the General tab of the client's file.
2. A new blank file window will pop-up, and you will type the name of the church into the "Organization" field, which will save this file as an org., rather than an actual person.
3. Once you've typed in the church name, just hit save & close, and then you will be able to immediately pull up the church name in the church field on the client's file.
If you continue to have problems with this please let us know. :o)
Blessings to you,
Sarah Miller
|
 |
|
|
|