Search found 5 matches

by markb
Sat Jan 13, 2007 9:22 pm
Forum: New Feature Requests
Topic: Sort Decending Date order for Touches
Replies: 7
Views: 17852

Sort Decending Date order for Touches

It would be nice to have the most recent "Touch" appear at the top of this list on the "Touches" screen rather than to have to scroll down the list to see when was the last contact we had with that particular donor. Also, I would be curious to know how others use "Type" and Comment fields -- would b...
by markb
Wed Oct 26, 2005 3:46 am
Forum: New Feature Requests
Topic: Import Donor Gift information from Excel Spreadsheet
Replies: 3
Views: 4399

Import Gift history

Thanks, again, John for your quicky reply. Actually I was looking for a way to import donor gift information, not the address information. Is there a way to import the Giving Information from an Excel file? Looking at the Manual Gift Entry screen I would guess I need the following fields: Gift Month...
by markb
Wed Oct 26, 2005 3:28 am
Forum: New Feature Requests
Topic: Phone list
Replies: 5
Views: 5860

Thanks for the quick reply!

Yes, John, like the 3 column Alphabetical Partner list with just less detail -- names and phone numbers to keep by the phone.
Just a thought - the address is nice too.
by markb
Tue Oct 25, 2005 5:16 am
Forum: New Feature Requests
Topic: Year field for Special Events
Replies: 3
Views: 14405

Year field for Special Events

I'll still learning my way around this program so perhaps there is a way to do this that I haven't learned yet. I would like to keep track of birthdays of donor children & anniversaries. Is there a way to put the year in a field on the Special Days screen (and then perhaps get a reminder to send a c...
by markb
Tue Oct 25, 2005 5:11 am
Forum: New Feature Requests
Topic: Phone list
Replies: 5
Views: 5860

Phone list

Another feature I would like would be a 3 column phone list. I tried to create this report myself but failed.

Any help is appreciated.
Mark