Settings and activity
53 results found
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36 votes
Sally Weldon
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57 votesSally Weldon
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117 votes
An error occurred while saving the comment Sally Weldon
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85 votesSally Weldon
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25 votesSally Weldon
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34 votes
An error occurred while saving the comment Sally Weldon
commented
and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
Scholarships
Last Login Date
Request Confirmation EmailSally Weldon
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An error occurred while saving the comment Sally Weldon
commented
We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .
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48 votesSally Weldon
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46 votesSally Weldon
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148 votesSally Weldon
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97 votesSally Weldon
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91 votes
An error occurred while saving the comment Sally Weldon
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"I would say we probably send anywhere between 1000-2000 messages to students. 2000 seems high but because we represent such a large service area, a lot of my messages are reminders of deadlines and to let students know they need to check their emails. "- Lezette Parks, Scholarship Officer CFWNC - uses Smarter Select to process Scholarship apps - because of the texting capability.
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52 votesSally Weldon
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10 votesSally Weldon
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Yikes, I haven't used the "roll up" reporting for our donor lists for AR and Newsletter mailing lists - happy I haven't. I was thinking it may be easier than sorting HH records and individual records based on donation date. IMHO: This isn't an IDEA this is a product flaw. Anyone who needs this roll up donation report to be accurate for donation date should send an email to support.