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Eykros connect with Ministry Snyc
9/13/2022 12:38:16 PM
(Total replies: 1)
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| We are just getting ready to start using this feature for our Walk for Life. My question is about duplicates. If I manually enter Walk Captains and then download the data from Ministry Sync will it duplicate to Captain data?
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Re: deleting donors
2/22/2018 1:11:54 PM
(Total replies: 1)
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| Does making a donor inactive give the same result as deleting a donor, for billing purposes?
Also, is billing for donor and client records combined? And what about making a client file inactive? How does that affect billing.
Thanks for your help in advance.
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Re: deleting donors
2/22/2018 1:33:10 PM
(Total replies: 1)
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| Thanks Ashleigh!
I get the following error when deleting long ago staff.
The DELETE statement conflicted with the REFERENCE constraint "FK_tblIntake_tblDirectoryStaffVol". The conflict occurred in database "CenterPiece70", table "dbo.tblIntake". The statement has been terminated. |
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Re: deleting donors
2/22/2018 1:37:15 PM
(Total replies: 1)
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| ok - makes sense
how about a former staff that won't delete because it states that the record has a followup associated with it. I can not locate such a followup item? |
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Outside assistance in reports
1/9/2018 11:18:14 AM
(Total replies: 1)
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| Hi, I'm looking for a report that list the client info and can show the outside assistance categories in the report. |
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Re: Outside assistance in reports
1/9/2018 11:28:01 AM
(Total replies: 1)
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| Thanks for the quick response. But I need client names and what assistance they receive. This report just gives me stats. - oh I see, but I can click on the stat number and then it list client names.
Thanks! |
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Client Search
9/26/2017 1:32:15 PM
(Total replies: 2)
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| I was updating client files and stepped away, when I returned, I no longer can search for clients. I can enter the last name, and 0 records appear. I tried many names, phone numbers, etc and tried the advanced search with the same result. I generate reports and the names are there. Please advise, I'm sorting of dead in the water. Thank you! |
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Re: Client Search
9/26/2017 1:41:23 PM
(Total replies: 1)
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| It did - Thank you! What caused it to need cleared?
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Client Reports
8/10/2017 2:33:08 PM
(Total replies: 2)
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| I would like to be able to pull a list of clients who have visited us within specific dates that includes phone numbers and addresses.
Is that a report? |
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