 Farmom
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| Joined: 23 Apr 2007 |
| Total Posts: 27 |
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Memorials
Posted: 23 Apr 2007 04:57 PM |
| Is there an easy way to keep track of memorials? And then to be able to easily access them for a listing in a newsletter? Thank you! |
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Re: Memorials
Posted: 24 Apr 2007 09:31 AM |
Hi Farmom,
I'm not sure exactly how you would like to track memorials, however, one way is to use categories. You can create a "memorial" category and assign it to each file that applies. When you run reports/mailings, you can filter by the "memorial" category to target your newsletter/mailing to just the people that apply. I hope that makes sense. Please let me know if you have any additional questions. thanks! |
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Farmom
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| Joined: 23 Apr 2007 |
| Total Posts: 27 |
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Re: Memorials
Posted: 24 Apr 2007 10:29 AM |
I will explain our process. This is what was in place when I started 2 years ago. We log all donations into a receipt book. If a donation was received, and it was for a memorial for a person who past away, we note that on the receipt. When it comes to newsletter time, we list all the memorials, etc, in that newsletter. But we have to go back through the receipt books to track them. I guess that is where my original question came from. I was in the demo room playing around trying to figure out if I could somehow easily filter Memorials out, and found that if I enter "Memorial" in the event line and then list the person's name in the comment line that would kinda work. But if you have something easier, that would be great.
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