Viewing User Profile for: bill
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Joined: 01-06-2014 12:37 PM
Last Login: 03-04-2014 09:11 PM
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 Post Statistics
bill has contributed to 13 out of 7,758 total posts (0.17% of total).
Most Recent Posts:
Two Visits in One Day? 3/4/2014 8:46:57 PM   (Total replies: 1)
Hello, A client of ours came in one afternoon for parenting class, then he came in the evening for a group lesson. When I tried to register his second visit that evening as a second case visit for that day, I got an error message saying, "A visit on already exists on 2/25/2014 in case number 01. Either change the date or delete the existing visit." I would like to register this second visit on this day but I don't see how. Please advise. Thank you. PS. The wording on the error ...

Re: Two Visits in One Day? 3/4/2014 9:13:45 PM   (Total replies: 1)
With the client file open, on the left, there is "Case Visit" I click on that and it opens a "Case Visit Form" That is where I am selecting the second return visit in the same day and receiving the error message.

Re: Two Visits in One Day? 3/4/2014 9:41:55 PM   (Total replies: 0)
Ok. I had not set up a class for that. I'll look into that. However, that does not address the initial issue of not seeming to be able to allow a client to visit twice in one day, does it?

Re: Two Visits in One Day? 3/4/2014 9:47:06 PM   (Total replies: 1)
Why would a Group Attendance Form be called an "Individual" Education Form? In our Centre, we primarily work with individuals one on one with parenting programs. The name of the form as an "Individual" education form is confusing for us. Thanks for your help.

Re: Two Visits in One Day? 3/5/2014 5:40:16 AM   (Total replies: 2)
Thanks. I see how to create a Group Class now. There is no video with that name that I could see, but I did look over the step-by-step guide. We still have not addressed my initial issue of a client who comes in twice in one day for a similar activity. If a client comes in in the morning and does a parenting session and then comes in again in the evening to do a parenting session, there seems to be no way to show that as two distinct visits. It seems we would have to list all their ...

Relationships Needed 2/9/2014 6:56:27 AM   (Total replies: 1)
Hello, I don't see where I can add fields to the "Relationships" list. Could you please add: - Child (we count an unborn child as a "person" and a client even when we don't know its gender) - Grandmother - Grandfather We find that grandparents often come in with their granddaughter. Finally, in the dialogue box where I choose a new relationship, it does not specify who is related to whom. So, in the "Add New" relationship dialogue box, when I select a person related, I then need ...

Re: Donor receipt 1/8/2014 4:38:25 PM   (Total replies: 1)
Hello, I see that I cannot add the "spouse" field to my donor reports. I want to send a receipt that has both partners named so either one may claim the receipt. Could this be added in the next update? God bless you! bill

Re: Donor receipt 1/8/2014 5:26:37 PM   (Total replies: 1)
Hello, Ashleigh, No, that doesn't help too much ... I've already put in the first names as single names of all our donors and many of them are women's names with husbands listed as spouse. I would think that for a report like that, it should be set up to allow the one creating the report to include any of the fields in the donor input form. For new users, if reports are so limited, it would be really helpful if the form indicated that reports do not allow you to include certain fields. ...

Re: Donor receipt 1/8/2014 5:35:57 PM   (Total replies: 0)
Ahh, yes ... so sorry ... much ado about nothing :o Grace and peace to you!

Re: Donor Segments 1/6/2014 12:44:38 PM   (Total replies: 2)
... this problem still exists (Since 2001!!) where I cannot see a report that shows all donors, their giving and their category (i.e. individual, business, etc.). Please include this column in the donor report. I need to be able to run a donor receipt report (so that all the donation are added together) in list format for the previous year and have a column in that report that shows "categories (such as individual, business, etc.). Please advise. Thank you.

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