Search found 21 matches

by dellio01
Sat Sep 03, 2022 11:42 pm
Forum: Bug Reports
Topic: mismatch between giving history and giving details
Replies: 0
Views: 16098

mismatch between giving history and giving details

There appears to be a mismatch occurring when a church has two gifts of the same amount in the same month. Only one gift is recorded in the giving details and appears on the recent contributions report while both gifts appear on the giving history detail and in the monthly report. There appears to b...
by dellio01
Mon Nov 03, 2014 10:58 pm
Forum: Bug Reports
Topic: dollars and cents
Replies: 3
Views: 12971

Re: dollars and cents

I do my gift entry on the manual entry screen. When I enter the gift (437.40), it automatically truncates it to $437. When I run the monthly giving report, It is truncated to 437, as is the giving statement with trailing 12 month giving analysis. That said, the cents are showing in the unthanked gif...
by dellio01
Mon Nov 03, 2014 9:47 am
Forum: Bug Reports
Topic: dollars and cents
Replies: 3
Views: 12971

dollars and cents

Sometimes I receive gifts that are not even dollar amounts. However, when I enter the gift into Donor Manager, It automatically rounds the gift to the nearest dollar. How can I change this?
by dellio01
Sun Oct 05, 2014 3:42 am
Forum: Donor Manager Discussion
Topic: thanking gifts
Replies: 0
Views: 22512

thanking gifts

Is there a way to apply a thanked status to multiple gifts at a time?
by dellio01
Thu Oct 02, 2014 12:33 pm
Forum: Frequently Asked Questions
Topic: recording a touch
Replies: 1
Views: 12955

recording a touch

I am sure that I am just missing something...

How do I record a touch for a group of people? I just pulled a merge report to send our prayer letter. I would like to record a touch for everyone on that list so record that I mailed a letter to them. How can I do this?
by dellio01
Thu Sep 25, 2014 12:29 am
Forum: New Feature Requests
Topic: bi montly reporting
Replies: 6
Views: 16366

Re: bi montly reporting

Any new thoughts on this? I will be pulling addresses for my next prayer letter within the next week or so...
by dellio01
Wed Sep 03, 2014 1:02 am
Forum: Donor Manager Discussion
Topic: trailing 12 month giving analysis
Replies: 5
Views: 15828

Re: trailing 12 month giving analysis

jmuehleisen wrote:I like that idea.

let me put that on my to do list.
Thank you. Will be looking forward to it...
by dellio01
Mon Sep 01, 2014 1:33 am
Forum: Donor Manager Discussion
Topic: trailing 12 month giving analysis
Replies: 5
Views: 15828

Re: trailing 12 month giving analysis

by manipulate, I am not changing the data. I just add a column in excel and look over the past 12 months. Then I decide if I can expect support from that church this coming month. If so, I add the expected amount to the column I added in excel. Then I can just total the column I added.
by dellio01
Mon Sep 01, 2014 1:32 am
Forum: Donor Manager Discussion
Topic: trailing 12 month giving analysis
Replies: 5
Views: 15828

trailing 12 month giving analysis

Is there any way to import this report into excel? I like to pull a 12 month report at the end of each month and then manipulate the data in excel. I can usually come pretty close to what we should expect for the next months giving.
by dellio01
Fri Aug 29, 2014 6:53 am
Forum: Frequently Asked Questions
Topic: file as - individual supporters
Replies: 2
Views: 13236

Re: file as - individual supporters

Really just personal preference...

That said, when my clearinghouse sends me my report, I manually enter the monthly gifts. On their report, it is first name last name format for individuals...
by dellio01
Fri Aug 29, 2014 1:35 am
Forum: Frequently Asked Questions
Topic: file as - individual supporters
Replies: 2
Views: 13236

file as - individual supporters

I know I am probably just missing it. But DM seems to default the file as box to last name, first name for individuals. I would like to change that to first name last name. Is it possible to do this?
by dellio01
Thu Aug 21, 2014 6:53 am
Forum: New Feature Requests
Topic: bi montly reporting
Replies: 6
Views: 16366

Re: bi montly reporting

http://danielelliottfamily.us/wp-conten ... 8-2014.pdf

Notice the box in the lower right corner. If there is support received the total would be there instead of the word prayers. If no support, then the word prayers is there.
by dellio01
Thu Aug 21, 2014 5:54 am
Forum: New Feature Requests
Topic: bi montly reporting
Replies: 6
Views: 16366

Re: bi montly reporting

how would you express the contribution information? And what would go into that merge field for those who did not make a contribution. There is a similar kind of thing for "unthanked gifts" already in the DM, but what you are suggesting is not quite the same. Tell me a bit more about how you use th...
by dellio01
Thu Aug 21, 2014 4:54 am
Forum: New Feature Requests
Topic: bi montly reporting
Replies: 6
Views: 16366

Re: bi montly reporting

Specifically, I need to be able to add giving records for a set period of time (usually two months) to my prayer letter report so that I can mail merge the giving information into my prayer letters. The prayer letter report needs to contain the following: 1. all regular givers regardless of gift 2. ...
by dellio01
Thu Aug 21, 2014 4:44 am
Forum: New Feature Requests
Topic: bi montly reporting
Replies: 6
Views: 16366

bi montly reporting

Ok. I am a new user to Donor Manager. I have been using Peter Noonan's Friend Files for a number of years. I send prayer letters out every other month. In Friend Files, I pull two reports. A contribution (monthly support - total amount of money received regardless of fund/type of support) report for...