Search found 4 matches
- Mon May 22, 2017 12:22 am
- Forum: Donor Manager Discussion
- Topic: reviewing/changing partner types
- Replies: 0
- Views: 23808
reviewing/changing partner types
I've entered hundreds of persons without indicating partner type, and I'd like to indicate that now. However, the only way to do so seems quite laborious: click on a partner name in detail view, move mouse over to the "partner type" drop-down menu, click the menu, click the choice, move mouse over t...
- Sun May 21, 2017 11:01 pm
- Forum: Donor Manager Discussion
- Topic: S/PEO Status Field
- Replies: 3
- Views: 14361
Re: S/PEO Status Field
When using for creating e-mail lists, I'd like to, potenially, select PEO Phase participant and higher, for example. The drop-down list gives the idea that I can only select one of the PEO phases.
- Sun May 21, 2017 10:51 pm
- Forum: Donor Manager Discussion
- Topic: S/PEO Status Field
- Replies: 3
- Views: 14361
Re: S/PEO Status Field
Good background explanation, sir. Usage question: what if some person should not have any of these stati? For instance, I accidentally clicked on the PEO Status drop-down. Now I cannot return the field to its former blank status. And the person should not even have 'Spectator' status. There seems to...
- Sat Nov 28, 2015 11:38 pm
- Forum: Donor Manager Discussion
- Topic: Bulk edit of records/fields
- Replies: 1
- Views: 11398
Bulk edit of records/fields
I'd like to be able to edit fields in bulk for some/all the records of my donor database. For instance, I'm not making good use of the "Active" tick-box, and would like to re-purpose it and clear all the default check-marks. I do not see how to do this except manually, one by one. Help?