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Donor Segments
3/21/2008 3:17:47 PM
(Total replies: 1)
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| We currently have donors who are couples and therefore the male and female bubble need to be checked on their basic information page. However, your system does not allow that. Can that be corrected? Also I would like to have more useful fields on that page, for example:
Area of Interest. Thank you.
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Re: Donor Segments
3/31/2008 10:40:52 AM
(Total replies: 1)
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| The 'areas of interest' would be post-abortion healing, abstinence, adoption, parenting education. We may want to add one or two more later. Basically every donor or volunteer has a personal story that connects them or draws them to our ministry. If we know why they care we need to keep track of that information so that we can develop more targeted marketing to each group. This will help us save development funds in the end and provide donors with more of the information they are most ... |
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Re: Donor Segments
4/1/2008 3:00:32 PM
(Total replies: 1)
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| The only problem with categories is that they do not print on the lists. If we want to print a list of all our donors and find out what categories they are marked with we can't. We can't find out without alot of work if donors are, for example, volunteers and interested in adoption. To get any specific info about a donor we have to look each one up. A couple more fields that would be available to print on reports would be very helpful. |
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Re: Donor Segments
4/3/2008 11:28:56 AM
(Total replies: 1)
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| Ok, here is an example...Each month I print a Development report of all donations. In the comments I get info about what development activity prompted that donation, for example 'solicitation letter'. So I print the report and get that comment I need, however, all of our donors have been categorzied into minor, core, major etc depending upon their yearly giving total and I can't get their category on this report. I have to look up each donor to see what their donor type/category is. The only ... |
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Re: Donor Segments
4/10/2008 11:21:56 AM
(Total replies: 1)
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| Yes, that way we could have it all and then pick and choose what we wanted to delete in the excel spreadsheet, depending on what the purpose is. |
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searches not bringing up files
10/12/2009 1:23:45 PM
(Total replies: 1)
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| Hello,
My co-worker is having no problems with searches but I am. I have searched by last name, first name, organization, phone number and file number and files I have on a printed list are not coming up. I have tried checking 'show advanced search' etc and it is not working. Help? |
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keywords, category and statistics-intended use for each
11/17/2006 12:11:58 AM
(Total replies: 1)
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| We are having some confusion and duplication of keywords, categories and statistics. Can you explain to me the intended use for each? For example items that are for an event in a particular year, should those be a keyword or a category. We don't want to end up with a zillion categories as the years go by, but we want to be able to track it correctly. Can you give me an idea what the guidelines are for using each of those three items, please? |
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Re: keywords, category and statistics-intended use for each
12/5/2006 10:36:05 PM
(Total replies: 0)
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| We are trying to do everything through the Donor section because so many of our donors are also volunteers, board members, church liasons, etc. I may have more questions later. Thank you for your reply. |
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two names on one file
6/14/2007 3:33:40 PM
(Total replies: 1)
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| We have been getting checks with two names. Two different last names living at the same address. This is not a problem except that the names are coming out wrong on mail merge preprinted, personalized letters. Is there anything that can be done about that? |
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Re: two names on one file
6/18/2007 10:54:58 AM
(Total replies: 0)
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| Hi Sarah,
Our Administrative Assistant is actually the one who can best answer these questions...I will ask her to reply to you shortly.
Thanks!
Jo Lisa |
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