Search found 4 matches

by CEFman
Tue Jul 27, 2021 9:09 pm
Forum: Bug Reports
Topic: Importing donors and Gifts not working
Replies: 1
Views: 8048

Re: Importing donors and Gifts not working

Hello John! I believe the issue that I am having is the last update Jan 2021 messed up the CEf Canada import file. The columns that use to work were Last Name, First Name,Organization Name; Address1; Address2;City ;stet/Prov; zip/postal; Telephone; email;donation date;donation amount; ID# could you ...
by CEFman
Wed Jul 14, 2021 2:20 pm
Forum: Bug Reports
Topic: Importing donors and Gifts not working
Replies: 1
Views: 8048

Importing donors and Gifts not working

Good Morning John! I am trying to import donors from a CSV file (CEFCanada). Everything goes great like it should and it says that all is imported. I go to the donors and nothing beyond January 2021 gets imported. I thought this was strange so I have tried a few time to import by still the same resu...
by CEFman
Mon Dec 31, 2018 5:34 pm
Forum: Favorite Tips from Users
Topic: Report margins
Replies: 7
Views: 48548

Re: Report margins

Good afternoon!

I am having the same issue with the reports. I do not know how to change the settings. maybe the paper is set for A4 instead of letter.

Thanks for your help in getting this straight..

Have a Happy New Year!!

Vance
by CEFman
Wed Oct 24, 2018 4:31 pm
Forum: Frequently Asked Questions
Topic: How to setup an excel file to import into DM?
Replies: 16
Views: 46099

Re: How to setup an excel file to import into DM?

I am just finding out about this program even though in the ministry a long time. I am wondering what how to set up the field tabs to import into DM. I did see the later post a about a general import but not all the columns line up. My Mission organization is willing to set up a CSV or Excel sheet f...