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Year field for Special Events
Posted: Tue Oct 25, 2005 5:16 am
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
special days
Posted: Tue Oct 25, 2005 7:58 am
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!
Posted: Thu Sep 20, 2007 4:03 pm
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?
Posted: Mon Sep 24, 2007 2:13 pm
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.