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Appointment statistics and a 4th field
7/24/2015 2:35:03 PM
(Total replies: 2)
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| This would be HUGE! I have to run a couple of reports at times and compare the two of them. Another option that would be a wonderful help would to be able to run an APPOINTMENT STATISTICS report that we could somehow have time included. For example: We are attempting to assess how many clients we see on a Walk-In basis vs. by appointment. We also want to know who saw them and at what time. Right now, we have to do it manually, which takes A LOT of time and effort. What do you ... |
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Re: Ability to copy Donor/Staff files into another section
8/1/2014 11:48:15 AM
(Total replies: 1)
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| Ashleighg,
I thank you for being honest with me. I thought it might be a bit involved. (I know JUST enough about programming to get me in trouble!) I thank you as well, for bringing it up again at your development meetings. Can't wait to see the upcoming changes! God bless you and have a wonderful weekend! |
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Re: Ability to copy Donor/Staff files into another section
8/1/2014 7:33:43 AM
(Total replies: 1)
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| We have been saying for quite some time that it would be great to somehow have some sort of crossover. We have several people who are in both our Donor & Staff Modules. This feature would be OUTSTANDING! Thanks for all you do! You all are wonderful! |
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tying the notes to event/appeal in Donor Management
8/1/2014 7:42:20 AM
(Total replies: 1)
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| First of all, I LOVE this addition! But, I guess I'm never satisfied. We were discussing this feature and how to use it as we work towards our fall banquet. It would be SO good if you could modify your programming in order to give us the ability to run a report of all the notes tied to a particular event, or link them into the event itself. Does this make sense? Thanks! |
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Re: Serach for Files & Reports
1/31/2013 10:50:03 AM
(Total replies: 1)
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| Just as birth date is very helpful in finding clients, email address would also be helpful. We JUST had a situation where a client responded to an email from her crisis counselor. The email had a different last name on it. I was able to find her in our files b/c of a reference in the email to when she was in here. I went to the month, narrowed it down, and matched up the email address! Just an idea! Thanks for all you do! Y'all are awesome! |
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Referrals given by sex
4/12/2013 1:27:17 PM
(Total replies: 1)
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| I'm working on reports for an upcoming board meeting. As our men's ministry has taken off, I've been asked to report on our male clients separately from our female clients. When attempting to pull numbers in the Referrals Given Statistics, I noticed that sex is not an option in the demographics to pull from. Why is this? Is there anyway of changing this soon? Whatever you can do will be great! Thank you for all your hard work!
Sandy |
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firefox and the update
4/8/2013 11:59:30 AM
(Total replies: 1)
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| Is ekyros now available for all centers on Firefox and Chrome? I was able to log on in Firefox, but unable to navigate in the scheduler. |
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Re: firefox and the update
4/8/2013 12:34:24 PM
(Total replies: 1)
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| I am running Firefox 20.0 on my PC... and I just discovered the problem! I had an add on that was blocking the script. Thank you for your quick reply, Amy. You and your team NEVER cease to amaze us!!!!
Blessings,
Sandy |
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Getting started on PlusLink
6/1/2011 11:27:06 AM
(Total replies: 1)
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| We have just signed up with PlusLink and I'm going through the process of setting up available timeslots, etc. This is bringing up questions that I didn't think of before. First, is there any way to sync up the scheduler with PlusLink so we don't have to set up the schedule twice, in essence? Also, when we make an appointment on our end, does it show the timeslot as not available to OptionLine? Any help you can give would be helpful. Thanks! |
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a quirk on the resource page
4/4/2011 10:57:38 AM
(Total replies: 1)
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| We have a strange little issue with the resources on the scheduler. When one of my co-workers signs on, the resources are shown in a different order than originally shown. When I sign on, they are in the original order, though for a while they were mixed up as well. So, it doesn't look like there would be an easy fix. Its causing her confusion as she sets up our schedule. Is there anything you can tell us? Thanks for any help you can give.
Sandy |
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