 Melissa
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| Joined: 21 May 2008 |
| Total Posts: 36 |
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Date Entered Into e-Kyros
Posted: 18 Nov 2008 08:50 AM |
Good morning, can you tell me of a way to create a list of those donors who have been recently entered into e-Kyros, say in the last 6 months? We want to include them in our Christmas mailing, but they have not necessarily made an actual donation, as of yet.
Thanks for your help!
Melissa |
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Re: Date Entered Into e-Kyros
Posted: 18 Nov 2008 09:04 AM |
Hi Melissa,
You need to run the Donor Files report and set the DateCreated filter to the date range you desire. Hope that helps. |
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Melissa
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| Joined: 21 May 2008 |
| Total Posts: 36 |
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Re: Date Entered Into e-Kyros
Posted: 18 Nov 2008 09:18 AM |
Hi, Brian.
When I ran this, it included donors that were not "new" in e-Kyros, nor were they new donors. Any additional suggestions as to how we can narrow this down to new contacts that might not be donors, yet?
Thanks so much!
Melissa
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Re: Date Entered Into e-Kyros
Posted: 18 Nov 2008 09:37 AM |
Hi Melissa,
The system stamps each donor record with a date when it is first created. The DateCreated filter should work. The only scenario where this may be a problem is if we did a data import for you. Then all the records included in the import recieve the same date stamp. However, any records after the import that your staff manually entered will have a different date stamp. If this is the case, it may make it difficult to do 2008 mailing this way. However, going forward (next year) you shouldn't have this problem. |
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Melissa
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| Joined: 21 May 2008 |
| Total Posts: 36 |
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Re: Date Entered Into e-Kyros
Posted: 18 Nov 2008 09:42 AM |
We did have a data import. Thanks for the info and have a good day!
Melissa
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