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Pledge Statements just for Recent Event
10/8/2024 2:16:00 PM
(Total replies: 1)
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| Is there a way to pull Pledge Statements from a recent event to send out as a reminder / thank you to our supporters for making a pledge.
We enter all of our banquet donations over the years as one event not a new event each year so I am not able to filter them by year. We don't cancel pledges until they end their giving, so we have pledges that have been running for several years. I would like to pull a statement for all of our new pledges so they will have something for their records and ... |
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Re: Pledge Statements just for Recent Event
10/9/2024 2:57:39 PM
(Total replies: 0)
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| Thanks Ashleigh,
I always appreciate the help and support that you give us! We can look into setting up a separated event for future events. At this point we have already had the event, entered all of our donations and pledges and now ready to send out reminders about the pledges.
Can you submit it as a possible update where pledges can be pulled or downloaded from the batch or based on set up date? Similar to a first time donor list. A new pledge list or something along those lines. I ... |
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Re: iPhone App
10/5/2020 3:57:31 PM
(Total replies: 2)
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| This is the only tread that I saw about an app for phones and other devices. Let me know if there is another one that I can follow or that answers my question.
Our medial director just asked if there was an app so he could quickly log on to review and sign off on the ultrasound scans and reports. I could not remember hearing about one so I checked the apple store and could not find one. Is this something that you are considering?
I have logged on with my phone if I needed to access ... |
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Addition to who accompanied client to visit
4/6/2015 11:49:10 AM
(Total replies: 2)
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| I love that we can now track who came with client to her visit. Thank you for adding this feature. Any chance you could add "child" to the list? I know you have an option for other, but many of our moms bring their children and it would be nice to track that specifically.
Thanks for always doing so much to make our jobs of ministering and tracking so much easier! |
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Re: Addition to who accompanied client to visit
4/6/2015 12:44:23 PM
(Total replies: 2)
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| Thank you all for your quick responses. That make sense that Care Net is looking for the supporting / influencing person who attends visits with them.
I don't think we will need to track this, it would just be interesting to know how many of our clients bring their children with them.
Thank you again for your responses and eagerness to meet our needs! So thankful to have you a part of our team -- you are a part of making a difference for LIFE! |
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Re: Addition to who accompanied client to visit
3/16/2023 5:04:35 PM
(Total replies: 1)
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| I was searching for a thread that fit my question and one of my old threads popped up... it is a similar question, so figured it would just rely here.
Care Net asks for who accompanied the client to the visit, but we don't see it in the Care Net Report and could not find a report or statistic that had that info. We may have missed something somewhere, but if not there will probably be others asking the same question.
As always, we truly appreciate all that you do to help us effortlessly ... |
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Question about Who Accompanied Client to center for Care Net Report
3/20/2023 2:02:49 PM
(Total replies: 1)
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| I don't see the question on the Ekyros Report for the Care Net Report regarding who accompanied the client at the center visit. We also could not figure out how to pull those numbers in the reports or stats.
Thanks,
Angie Cantrell
St. Clair Sav-A-Life
Springville, AL |
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Issue with Individual Education Form Saving
12/14/2021 12:10:17 PM
(Total replies: 1)
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| I am having an issue with the Individual Education Form saving. It will open and I can enter the info, but when I click Save and Close nothing happens. I can close the form, but it is not saved even if I have clicked on Save.
Thanks! |
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