Search found 35 matches
- Tue Jul 29, 2014 1:23 pm
- Forum: Bug Reports
- Topic: Review Unthanked Gifts not showing all unthanked gifts
- Replies: 6
- Views: 15496
Re: Review Unthanked Gifts not showing all unthanked gifts
I am also seeing discrepancies where the date of unthanked gifts do not have a corresponding entry in the partner detail giving history field. So, in one place I am seeing July 2012 and in another place I am seeing Dec 2012!
- Tue Jul 29, 2014 12:49 pm
- Forum: Bug Reports
- Topic: Review Unthanked Gifts not showing all unthanked gifts
- Replies: 6
- Views: 15496
Re: Review Unthanked Gifts not showing all unthanked gifts
This bug is the opposite as the one I started the post with! I am seeing many unthanked gifts in the "Review Unthanked Gifts" page which are not showing up as unthanked on the the individual partner giving history field. I don't know which one to trust / act on!
- Tue Jul 22, 2014 1:42 pm
- Forum: New Feature Requests
- Topic: Custom dates and unthanked gifts filter
- Replies: 1
- Views: 10482
Custom dates and unthanked gifts filter
I think it would be helpful to have custom date ability within fields like Giving Review, Giving Analysis, as well as a custom filter selection for giving, etc (as opposed to "last 90" days, "last 365 days", etc). Often I find myself looking for information from 2012, 2013, etc but not the last X am...
- Tue Jul 22, 2014 4:22 am
- Forum: New Feature Requests
- Topic: Tab selection
- Replies: 1
- Views: 10553
Tab selection
Can DM be designed to select the whole next field when you tab over/down? I find the spacing is often funny (a whole bunch of spaces after the last text character in a field) and it makes it more difficult to copy/paste/cut/replace when you have to manually select the text.
- Tue Jul 22, 2014 4:14 am
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 27567
Re: New partners not showing up in gift entry
I found some more info that might help narrow down the problem of new partners not showing up in the gift entry. When I exported my records, I noticed that some records are appearing at the top of my export list with no entry in the alphasort field. They have a name entered in the "File As" field in...
- Thu Jul 17, 2014 3:25 pm
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 27567
Re: New partners not showing up in gift entry
Ok, that's what I assumed, but can't see any blank entries. I guess that's a dead end!
- Wed Jul 16, 2014 11:08 pm
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 27567
Re: New partners not showing up in gift entry
Thanks for the update!
Where is the partner master record?
Regarding the churches error, I don't remember if I got a pick list of churches or what order the error occurred, sorry.
Where is the partner master record?
Regarding the churches error, I don't remember if I got a pick list of churches or what order the error occurred, sorry.
- Wed Jul 16, 2014 10:58 pm
- Forum: New Feature Requests
- Topic: Default data storage, password, installation instructions
- Replies: 6
- Views: 14191
Re: Default data storage, password, installation instruction
Ok, thanks for explaining those.
I like the idea of scrolling GROUPS with checkboxes!
I like the idea of scrolling GROUPS with checkboxes!
- Wed Jul 16, 2014 4:30 am
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 27567
Re: New partners not showing up in gift entry
I updated DM to Build 78. I can now search/find those new partners, however they are not showing up in the manual gift entry field. The general find function is still erratic for bringing up different partners from those I have inputted - sometimes it works and sometimes it doesn't. Also, double-cli...
- Tue Jul 15, 2014 6:17 pm
- Forum: New Feature Requests
- Topic: Default data storage, password, installation instructions
- Replies: 6
- Views: 14191
Re: Default data storage, password, installation instruction
Regarding the customize single envelope request, I was thinking of a link to a Word template like the bulk envelope option. I hear what you are saying about speed and simplicity, however, and that makes good sense, so might be best to leave as is. I just like to be able to customize things like font...
- Tue Jul 15, 2014 6:13 pm
- Forum: Bug Reports
- Topic: Review Unthanked Gifts not showing all unthanked gifts
- Replies: 6
- Views: 15496
Re: Review Unthanked Gifts not showing all unthanked gifts
Problem solved, thanks!
- Thu Jul 10, 2014 6:34 am
- Forum: Bug Reports
- Topic: Review Unthanked Gifts not showing all unthanked gifts
- Replies: 6
- Views: 15496
Review Unthanked Gifts not showing all unthanked gifts
The "Review Unthanked Gifts" function is not showing all unthanked gifts. I can go into several individual donors' giving history and see certain gifts highlighted, but they do not show up in the unthanked gifts page.
- Wed Jul 09, 2014 11:05 am
- Forum: New Feature Requests
- Topic: Default data storage, password, installation instructions
- Replies: 6
- Views: 14191
Shortcuts and single envelope customization
I miss having the shortcut "page up, page down" to move to the next partner. Maybe there was a good reason to remove that ability? Can the process of inputting manual donations be quickened by putting in a shortcut key combination or making the "Record this gift" button the next tabbed button after ...
- Wed Jul 09, 2014 10:35 am
- Forum: New Feature Requests
- Topic: Default data storage, password, installation instructions
- Replies: 6
- Views: 14191
Custom Lists
I am also curious why you changed the custom lists (if I remember the correct term) to the Groups function? To me the groups now seem more cumbersome to manage. Instead of quickly checking/un-checking all appropriate lists/groups, I must go into a separate tab, select the appropriate group, and clic...
- Wed Jul 09, 2014 10:23 am
- Forum: New Feature Requests
- Topic: Default data storage, password, installation instructions
- Replies: 6
- Views: 14191
Default data storage, password, installation instructions
It would be nice to have an option to choose where the PartnerNames data stored. I was installing and storing DM and data on an encrypted TrueCrypt drive, but that is pointless if all of the address/donation info is stored in My Documents! Can a password be built into the program? I think simplicity...