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01-04-2011 08:45 PM
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christij has contributed to 69 out of 7,774 total posts (0.89% of total).
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Most Recent Posts:
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Re: Marking Donor accounts for Correspondence
3/12/2009 5:09:25 PM
(Total replies: 1)
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| Hey Embers, thank you for your correspondence regarding mass 'selecting or deselecting'. I can see where it would be convenient to mark specific donors for direct mail pieces or mark specfic donors for Newsletters and/or for both. Currently, the best way to sort for mailing is to select a category for the individual donor and pull that category. I will submit your request for our next release. Please let me know if I can be of any assistance. Thank you |
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Re: Emailing from Donor List
8/30/2010 10:40:35 AM
(Total replies: 1)
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| Hi LouAnne,
Hope you are having a good morning. I appreciate your request, and love the idea of saving money by sending your receipts via email. Our systems is not designed at this point in time to send a donor's unique receipt to each individual donor by means of a mail merge with multiple receiptient list. Although, as you said, you can do one at a time. In the future this would be something that would be a great benefit and I will pass this along to our development team. Thank you so ... |
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Re: Client Case Statistics
5/12/2010 4:28:30 PM
(Total replies: 0)
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| Hi Karen, thank you for your inquiry. One way would be to run the Unique Clients Served By Date Range Report. Set any range your would like, even multiple years, then Run Report, then View as List, Order by Subheading State, or Zip Code and then Export to Excel. Excel will inturn give you a column count. Thanks for the question.
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Re: Problem in Event Group/Church
5/28/2009 12:07:19 PM
(Total replies: 1)
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| Just an additional thought. On your donation forms is the church affiliation field completed? Thanks |
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Re: how heard about us report
3/20/2009 2:53:11 PM
(Total replies: 2)
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| Hey Laura, thanks for the question. Here is what to do: 1) select CLIENT MANAGEMENT 2) select from the lefthand vertical tabs STATISTICS 3) under APPOINTMENTS AND VISITS select the 4th selection INITIAL VISIT STATISTIC 4) on the top right 'measures' select HOW CLIENT HEARD ABOUT US. That shoud do it. Let me know if there is anything else to help with. Thanks |
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Re: Drop Down Lists on Reports
1/13/2011 10:58:14 AM
(Total replies: 1)
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| Thank you so much for the excellent feedback. I understand your need for a multiple selection of items, like exists in the Payment Type filter. The upcoming release is dedicated to the new Client Scheduler, the New Client 'Quick Form' and the New CareNet Report. I will communicate your request to development and ask for it as a priority. I do want you to know that 2011's release enhancements will focus on Donor Management, and we are implementing a new reporting system. Please feel free to ... |
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Re: Purging Needs list
7/28/2010 1:59:37 PM
(Total replies: 1)
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| Hi Georgia,
Thank you for the question. Today, you will have to either remove the item from their Closets/Boutiques Form or fill the need by adding a new Closets/Boutique Form and entering that item in as received. I will recommend to development that we view the Needs Report in the Format of a List, View as Lists, to expedite any clean up. Thank you for your feedback.
God Bless you and your staff. Christij
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Re: Please return zip to case form
1/27/2011 10:43:52 AM
(Total replies: 0)
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| Good Morning Georgia,
Thank you for your valuable feedback. I will send your request to development. I know the automatic zip code link is a great convenience. Thank you so much for commenting on the new enhancements. Many centers have commented about the expedited data entry. They too like the tasking open on the left margin and also the availability of the quick form. Thank you again.
Sincerely,
Christi J. |
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Re: sending letter to a specified few donors
1/17/2011 9:37:17 AM
(Total replies: 1)
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| Hi Denise,
Hope you are having a good morning. :) Thank you for your response. One way you can identify a group of donors and pull them together in reporting to create a list, create a letter, or run labels is to create a Category on their General Tab. You will find this Category at the bottom of the General Tab. Click Edit List, Add New Item, Type in the Category Description, then click the word Insert on the left of the row. Then apply the category to your donor files (open the donor ... |
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Re: Link to accept online donations
12/6/2010 4:40:23 PM
(Total replies: 1)
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| Hi Stewart,
Thank you for the inquiry. That is a great suggestion and 'yes' it is under consideration. I am unable to give you a time frame on this feature update, but again, it has been added to our future donor development request. Please feel free to continue to send your request. 2011 should be an exciting year for Donor Management.
Thank you, ChristiJ. |
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