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07/22/2009 02:45 PM
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07/23/2009 12:10 PM
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Chandell has contributed to 14 out of 7,774 total posts (0.18% of total).
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Most Recent Posts:
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Deleting Donor Categories - Error
12/14/2009 5:20:18 PM
(Total replies: 1)
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| When I try to delete a Donor Category, I get a long error in red.
I really hope this doesn't mean I can't delete a category that a donor has active. I have about 100 categories that we don't use anymore, and they need deleting, so that we can make the category function meaningful.
I'm sure all the categories have at least one donor on its list (or vice versa.)
I have a screen capture of the error, and can email it to someone if they'd like to see it.
Thanks
Chandell |
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Future date for donations still not avail. in Edit mode
10/20/2009 7:10:55 PM
(Total replies: 1)
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| Hi, thanks so much for implementing future dates for donations! I enter them one day ahead of the actual deposit, so this makes our books much more accurate!
One thing I did notice though, is that I had forgotten to enter a note on a donation, so I clicked on it, edited the receipt note field, and when I tried to save, it wouldn't let me, citing that the date was in the future, and that was unacceptable. So looks like some more arcane bits of code didn't get the memo.
Just an FYI, and ... |
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Set "Date of Donation" to any date, even future
7/29/2009 1:06:07 PM
(Total replies: 1)
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| I am concerned that I'm not able to set the "Date of Donation" to later on this week, when I'm entering donations into the system.
The bookeeper here has to have a printed report of the donations that I've entered into the system, to be sure that I've done it correctly, and resolve any problems prior to the actual deposit, which happens the day after I enter it into CP.
I am a stickler about making sure the date in our database is exactly the date that the donation deposit hits our bank ... |
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Re: Search by Address
7/30/2009 12:19:37 PM
(Total replies: 1)
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| Just want to add my request to be able to search by address. |
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I've sent receipts, now need to send pledge reminders, but...
8/27/2009 12:41:20 PM
(Total replies: 1)
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| but there's no 'report' that's ready to print for pledge reminders? I have the choice to view the results as a list, labels or letter. Why no report?
I'm not sure how to create a letter that 'mail merges' in the proper information for the donor, and I need to get reminders printed quickly, since my receipt mailing volunteer is here now. I didn't think I'd need to create anything to print out the reminders.
Should I tell the volunteer to come back tomorrow, or is it something simple ... |
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Re: Sending combination receipt and pledge reminder statements on one form
8/11/2009 5:50:43 PM
(Total replies: 1)
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| We'd like to send out a statement that shows not only what they've paid in the past month and a total for the year, but a list of all donations for the year to date, along with any pledges they've made, paid up or not, all sorted by date.
This is a very convenient way to:
A) Catch past clerical errors before it's time for End of Year receipting, and it's a scramble for tax season. ("Oh, I paid my March pledge, didn't you get it?" etc.)
B) Gently remind people that they've made a ... |
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Search by Check #, Run Report by Check #
7/30/2009 12:25:06 PM
(Total replies: 1)
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| These two would be very useful.
Because of the extra donation sorting and tracking needs of my center, we use the check # field to denote different things sometimes, such as differentiating our Credit Card EFTs from our Bank Draft EFTs. It seems impossible to get a report that proves that I've entered the Credit Card EFTs with a nice neat total, because the CC EFTs are drawn on the same date as the Bank Draft EFTs. So I used the check # field to denote "CC" to create a subset of data, ... |
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New Donor Report
7/23/2009 12:15:12 PM
(Total replies: 1)
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| I'm needing to run a report for an upcoming Board Meeting.
They'd like a list of everyone who's given money for the first time within the month of June.
Is there a way to tweak the data within the Donations Report to get this? |
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