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Donor Management
5/15/2007 5:52:46 PM
(Total replies: 1)
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| What is the best way to enter donors into ekyros who donate through United Way. Right now the donation is entered under the organization. Just today we have started entering the donors in ekyros just not assigning a donation amount because we don't want to receipt them, they get a receipt from United Way. However, we do want to acknowledge them and send thank you letters.
Thanks for your help,
Carla |
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Re: Option Ultrasound Report
11/30/2006 7:48:52 PM
(Total replies: 1)
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| Margie,
I called and left a message re: the problem I was having with the Option Ultrasound Report. I did find out that the total on the report includes stats for #9 Student status/Trade School but their is not a category for it on the report. Is this something that will be added?
Thank you for your help.
In His Grip,
Carla Miller |
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Option Ultrasound Report
11/15/2006 6:05:32 PM
(Total replies: 0)
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| Our Option Ultrasound Report for #9 Student Status totals have not added up for two months in a row. They are off by 1. Would you be ever so gracious in helping us figure this out? Thank you for all you do.
Carla |
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Repost
11/27/2006 6:20:55 PM
(Total replies: 1)
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| 11/15/2006 6:05:32 PM (Total replies: 0)
Our Option Ultrasound Report for #9 Student Status totals have not added up for two months in a row. They are off by 1. Would you be ever so gracious in helping us figure this out? Thank you for all you do. Carla
I posted this on the 15th of November and have not received a response. Please help!!
God Bless |
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Notes
10/9/2006 5:31:52 PM
(Total replies: 1)
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| We have two center locations. We can no longer view which center is entering the notes. It says location unknown. Are we doing something wrong?
Carla |
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Re: Notes
10/12/2006 5:38:54 PM
(Total replies: 0)
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| Our Client advocates rotate between two locations. If the client comes in for a visit we can determine by looking under activity what location the client was seen at without actually opening each entry. When we need to document additional notes it would be helpful to see who entered them and from what center location. I hope this sheds some light on why I was asking. I appreciate the feedback as always.
God Bless,
Carla |
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Notes
10/2/2006 2:43:55 PM
(Total replies: 0)
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| When we enter our notes for a client it no longer says what center they were entered at. We have our Richland Center and Pasco Center. Rigt now when we enter notes it says unknown location. Thanks for your help.
Carla |
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Case Visit
8/22/2006 2:05:55 PM
(Total replies: 1)
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| Would it be possible to add Bible Study to the case visit under the question: What is the reason for this visit? Or if it is possible to add edit to this area so we can make the change.
Thank you for your help as always. Have a wonderful day!
Carla |
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Re: Case Visit
8/23/2006 1:10:46 PM
(Total replies: 2)
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| Sarah,
Thank you for your timely response. The reason I'm asking is when a client comes to our center for material assistance, they earn points through Bible Study to spend in our boutique.
Right now when a client comes in for a Bible Study, case visit is counted as other. Just a little information to share with you so you can better understand our need for this. Thank you and I pray your day is a blessed one.
In His Grip,
Carla |
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