Viewing User Profile for: brianp
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Joined: 08-01-2002 04:17 PM
Last Login: 04-09-2024 12:00 PM
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 Post Statistics
brianp has contributed to 1,244 out of 7,756 total posts (16.04% of total).
Most Recent Posts:
Re: Mobile Intake form missing when forms returned 2/1/2024 4:24:23 PM   (Total replies: 1)
Hey grasshopper! We're going to need details on this issue. i recommend contacting Ashleigh and setting up a call/goto meeting session. Don't post details here as this is public forum. thx.

Re: iPhone App 9/27/2023 1:38:58 PM   (Total replies: 1)
Hi BekahNPRC, I'm not sure what you mean by 'bubble'. If you are referring to staff members getting notified when someone sends a message from the client Portal, we have discussed sending a SMS Text notification to staff from CenterPiece. In CenterPiece you would be able to configure a list of staff members to receive the notifications. Staff could then login to CenterPiece from their mobile device and reply. Does that make sense?

Re: iPhone App 9/27/2023 2:08:39 PM   (Total replies: 1)
Dear BekahNPRC, The portal app displays a bubble (or badge) with count of new messages on the home page. This is the first screen the client see when they login. CenterPiece displays a bubble (or badge) at the top of the app next to your login. The count is the number of new messages received from client that need to be reviewed. I'm not sure what you mean by CenterPiece creating an app. It is an app. The bubble in CenterPiece is on EVERY screen at the top right. Hope that makes ...

Re: A Few Things... 11/29/2023 2:06:24 PM   (Total replies: 1)
Hi hanaruth, thanks for the feedback. At this time we have no plans changing the color of the attention flag. i am curious as to why you think it needs to be changed? It resides at the top of the file and is 'yellow'. Is that not good enough?

Re: Still using the forums? 2/29/2024 10:43:41 AM   (Total replies: 1)
Dear Allison, Great to hear you're back in the Ministry and saving babies! Welcome back! Regarding your question. We provide many avenues for support: 1-forums. The forums are a great place to learn what others are asking and post specific questions you may have. 2-email. We also provide email support by sending questions to 3-phone. You can call us directly @ 469-293-3079 (if you forget the number, it's posted at the top of our website). We are on a call back ...

Re: Still using the forums? 2/29/2024 10:45:23 AM   (Total replies: 0)
Forums are also great place to ask questions after business hours. In most cases, you'll get a quick response. :)

Re: Technical Issues 3/27/2024 12:20:56 PM   (Total replies: 0)
Hey Jessica, it's probably best to call us @ 469-293-3079 and provide details of your issue. Leave a message at that number explaining you're having issues, and a support person will call you back asap. All our apps / services are operating normally.

Re: Never Given Contact Info 12/30/2023 10:09:43 AM   (Total replies: 1)
At the top, change the report to list view and re-run. Hope that helps.

Re: Donor Statements 1/24/2024 2:32:37 PM   (Total replies: 1)
Hi PamW, Most likely you can just re-export the batch. Complete the following steps: 1-Under Receipting, Open the batch from the grid. The Batch Detail grid opens. 2-Click the Export Statements button on the left. The Export dialog opens. 3-Depending on the batch size, click the dropdown next to the 'Export To:' list. You might have a second set of statements you need to select to export. Select the 2nd set of statements. 4-Select MS Word from the Export To: list. 5-Click ...

Re: Donor Statements 1/24/2024 2:46:11 PM   (Total replies: 0)
Awesome! Great job ...and sorry if it's a little confusing. Unfortunately, MS Word crashes if we don't keep the batch sizes small e.g. 250 statements at a time. Another option is to email the statements which is a lot easier. ;)

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