 cece1971
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| Joined: 15 Sep 2008 |
| Total Posts: 4 |
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Seperating Churches and Organizations
Posted: 09 Mar 2009 12:11 PM |
| I was wondering if there was a way to seperate organizations and churches. As it stands now...anything not a personal donor is all lumped into the "Organization" title....Will there ever be a way to seperate the two. |
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Re: Seperating Churches and Organizations
Posted: 10 Mar 2009 01:16 AM |
Cece1971-
At this point yes, you can seperate the two.
-In the donor file at the bottom before the SAVE, SAVE AND CLOSE, DELETE buttons is the section titled CATEGORIES.
-In this section you can create a CHURCH category to check/uncheck specific files you want included in this category.
-Select REPORTS on your side toolbar
-Select DONOR FILES, under the reports section
-Under the filter options be sure to include CATEGORY titled CHURCH and any additional filter needs
-Select RUN REPORT and organize by preferred header FIRST NAME, LAST NAME, ORGANIZATION, etc.
Thanks, as always, for your great feedback and questions! If we can be of any further assistance please let us know!
Blessings,
Ashleigh |
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