Viewing User Profile for: brianp
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Joined: 08-01-2002 04:17 PM
Last Login: 06-18-2024 06:03 PM
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 Post Statistics
brianp has contributed to 1,244 out of 7,759 total posts (16.03% 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: 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. ;)

Re: Quickbooks Online 6/12/2023 11:19:17 AM   (Total replies: 1)
Hi jvanture, Correct, today the QB Connector supports QB Desktop only. QB Online requires an entirely different API and is not compatible. It will require a completely new / separate connector to be developed. We are committed to supporting QB Online in the future, but don't have a release date yet.

Re: Quickbooks Online 6/12/2023 12:19:24 PM   (Total replies: 1)
At this time we don't have a projected date. We are currently working around the clock to release a client portal. that is our 100% focus right now. Unfortunately, we don't have any control over QuickBooks fees/pricing.

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