Search found 21 matches
- Sat Sep 03, 2022 11:42 pm
- Forum: Bug Reports
- Topic: mismatch between giving history and giving details
- Replies: 0
- Views: 17028
mismatch between giving history and giving details
There appears to be a mismatch occurring when a church has two gifts of the same amount in the same month. Only one gift is recorded in the giving details and appears on the recent contributions report while both gifts appear on the giving history detail and in the monthly report. There appears to b...
- Mon Nov 03, 2014 10:58 pm
- Forum: Bug Reports
- Topic: dollars and cents
- Replies: 3
- Views: 13542
Re: dollars and cents
I do my gift entry on the manual entry screen. When I enter the gift (437.40), it automatically truncates it to $437. When I run the monthly giving report, It is truncated to 437, as is the giving statement with trailing 12 month giving analysis. That said, the cents are showing in the unthanked gif...
- Mon Nov 03, 2014 9:47 am
- Forum: Bug Reports
- Topic: dollars and cents
- Replies: 3
- Views: 13542
dollars and cents
Sometimes I receive gifts that are not even dollar amounts. However, when I enter the gift into Donor Manager, It automatically rounds the gift to the nearest dollar. How can I change this?
- Sun Oct 05, 2014 3:42 am
- Forum: Donor Manager Discussion
- Topic: thanking gifts
- Replies: 0
- Views: 23629
thanking gifts
Is there a way to apply a thanked status to multiple gifts at a time?
- Thu Oct 02, 2014 12:33 pm
- Forum: Frequently Asked Questions
- Topic: recording a touch
- Replies: 1
- Views: 13751
recording a touch
I am sure that I am just missing something...
How do I record a touch for a group of people? I just pulled a merge report to send our prayer letter. I would like to record a touch for everyone on that list so record that I mailed a letter to them. How can I do this?
How do I record a touch for a group of people? I just pulled a merge report to send our prayer letter. I would like to record a touch for everyone on that list so record that I mailed a letter to them. How can I do this?
- Thu Sep 25, 2014 12:29 am
- Forum: New Feature Requests
- Topic: bi montly reporting
- Replies: 6
- Views: 16954
Re: bi montly reporting
Any new thoughts on this? I will be pulling addresses for my next prayer letter within the next week or so...
- Wed Sep 03, 2014 1:02 am
- Forum: Donor Manager Discussion
- Topic: trailing 12 month giving analysis
- Replies: 5
- Views: 16565
Re: trailing 12 month giving analysis
Thank you. Will be looking forward to it...jmuehleisen wrote:I like that idea.
let me put that on my to do list.
- Mon Sep 01, 2014 1:33 am
- Forum: Donor Manager Discussion
- Topic: trailing 12 month giving analysis
- Replies: 5
- Views: 16565
Re: trailing 12 month giving analysis
by manipulate, I am not changing the data. I just add a column in excel and look over the past 12 months. Then I decide if I can expect support from that church this coming month. If so, I add the expected amount to the column I added in excel. Then I can just total the column I added.
- Mon Sep 01, 2014 1:32 am
- Forum: Donor Manager Discussion
- Topic: trailing 12 month giving analysis
- Replies: 5
- Views: 16565
trailing 12 month giving analysis
Is there any way to import this report into excel? I like to pull a 12 month report at the end of each month and then manipulate the data in excel. I can usually come pretty close to what we should expect for the next months giving.
- Fri Aug 29, 2014 6:53 am
- Forum: Frequently Asked Questions
- Topic: file as - individual supporters
- Replies: 2
- Views: 14068
Re: file as - individual supporters
Really just personal preference...
That said, when my clearinghouse sends me my report, I manually enter the monthly gifts. On their report, it is first name last name format for individuals...
That said, when my clearinghouse sends me my report, I manually enter the monthly gifts. On their report, it is first name last name format for individuals...
- Fri Aug 29, 2014 1:35 am
- Forum: Frequently Asked Questions
- Topic: file as - individual supporters
- Replies: 2
- Views: 14068
file as - individual supporters
I know I am probably just missing it. But DM seems to default the file as box to last name, first name for individuals. I would like to change that to first name last name. Is it possible to do this?
- Thu Aug 21, 2014 6:53 am
- Forum: New Feature Requests
- Topic: bi montly reporting
- Replies: 6
- Views: 16954
Re: bi montly reporting
http://danielelliottfamily.us/wp-conten ... 8-2014.pdf
Notice the box in the lower right corner. If there is support received the total would be there instead of the word prayers. If no support, then the word prayers is there.
Notice the box in the lower right corner. If there is support received the total would be there instead of the word prayers. If no support, then the word prayers is there.
- Thu Aug 21, 2014 5:54 am
- Forum: New Feature Requests
- Topic: bi montly reporting
- Replies: 6
- Views: 16954
Re: bi montly reporting
how would you express the contribution information? And what would go into that merge field for those who did not make a contribution. There is a similar kind of thing for "unthanked gifts" already in the DM, but what you are suggesting is not quite the same. Tell me a bit more about how you use th...
- Thu Aug 21, 2014 4:54 am
- Forum: New Feature Requests
- Topic: bi montly reporting
- Replies: 6
- Views: 16954
Re: bi montly reporting
Specifically, I need to be able to add giving records for a set period of time (usually two months) to my prayer letter report so that I can mail merge the giving information into my prayer letters. The prayer letter report needs to contain the following: 1. all regular givers regardless of gift 2. ...
- Thu Aug 21, 2014 4:44 am
- Forum: New Feature Requests
- Topic: bi montly reporting
- Replies: 6
- Views: 16954
bi montly reporting
Ok. I am a new user to Donor Manager. I have been using Peter Noonan's Friend Files for a number of years. I send prayer letters out every other month. In Friend Files, I pull two reports. A contribution (monthly support - total amount of money received regardless of fund/type of support) report for...