How do you handle thank yous?
Posted: Thu Jan 28, 2016 7:43 am
I'm confused by unthanked gifts and never quite figured out a good way to handle them in DM5 or DM6. My default in DM5 was to double-click on the Giving History to change the status/highlighting of months/gifts. That no longer seems to be an option in DM6. The Giving Details checkmarks are a bit tedious and do not change the highlighting on the Giving History. The only way to update both the unthanked gifts report and the Giving History highlighting seems to be the "Thank All" button, but that removes all gifts from ALL partners from the unthanked gift report.
So, ticking gifts one by one on Giving Details seems to be the best way to update the unthanked gift report. But I'm interested in how others track gifts and if there's a better way. Am I doing something wrong that I can't keep the Giving History, Giving Details and Unthanked Gifts report in sync?
I recently updated from 6.09 to 6.17.05. I don't see any difference to how the gifts and highlighting are handled.
Thanks.
So, ticking gifts one by one on Giving Details seems to be the best way to update the unthanked gift report. But I'm interested in how others track gifts and if there's a better way. Am I doing something wrong that I can't keep the Giving History, Giving Details and Unthanked Gifts report in sync?
I recently updated from 6.09 to 6.17.05. I don't see any difference to how the gifts and highlighting are handled.
Thanks.