Year field for Special Events

Post your ideas here on new features you would like to see included in future versions of the Donor Manager.
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markb
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Joined: Tue Oct 25, 2005 4:54 am

Year field for Special Events

Post by markb »

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 card?)

Just a thought.
Thanks!
Mark
jmuehleisen
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special days

Post by jmuehleisen »

Mark,

On the "Special Days" section, it doesn't accept years, just the month and the day. You could put a year in the comments section, I guess, but the idea is that this is for annual events.

You can see or print a list of the special days on the /Relationships /Special days page.

Now, if the event is a "one time" event, you can use the "Reminders section." Here's how. On the partner master screen, go to the "Touches" tab. There you can put info and and add a "reminder". This one will accept a year, and might help you.

I guess it just depends on what you want to do. Ideas for improving this are welcome!
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
guitarmanvt
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Post by guitarmanvt »

Looks like the "Relationships" tab has since been renamed as "Support Development".

It would be nice to have a year field, but it's OK to put the year in the comments. This helps me calculate ages when a birthday comes up. That way I can send an appropriate card on the "big" birthdays (40, 50, 60, and so on).

Also, I make an entry when a baby is due. When the baby is born, that entry converts to a birthday.

It would also be nice to have a little more characters in the Event field. For families, I like to put the name of the family member, followed by the event: "Robert Graduation". Right now that doesn't fit. (I guess I could just put the person in the comments, too.)

Just out of curiosity, how do you use the Event field?
guitarmanvt
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Post by guitarmanvt »

It would also be nice to have a little more characters in the Event field. For families, I like to put the name of the family member, followed by the event: "Robert Graduation". Right now that doesn't fit. (I guess I could just put the person in the comments, too.)
I've tried something different that might just mitigate the previous comment. Here's how I'm using the Event and Comments fields:

In the Event field, just put the type of event. Birthday, Wedding (for upcoming weddings), Anniversary (once the blessed event has happened), etc.

In the Comment field, start with the 4-digit year. If you don't know it, put "????". Then, if you need to specify what person in a family, or other details, put that after the year. This way, the years all line up nicely when you look at the "Special Days" view.
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