Search found 8 matches

by wbatson
Fri Feb 21, 2014 7:58 pm
Forum: Bug Reports
Topic: End of year statement
Replies: 4
Views: 15180

Re: End of year statement

I'm sorry for the delay in responding. I missed your response somehow. I did what you suggested and got the message that the file does not exist.
by wbatson
Mon Jul 29, 2013 8:43 pm
Forum: Bug Reports
Topic: End of year statement
Replies: 4
Views: 15180

End of year statement

I want to see what the end of year statement would look like, but I get the following error when I click on "End of Year Giving Statement": "Error loading file - record #6. frmEndofYearStatement <or one of its members>. Loading form or the data environment: Not a table" When I click on "Cancel" it s...
by wbatson
Mon May 13, 2013 3:06 pm
Forum: Frequently Asked Questions
Topic: How to setup an excel file to import into DM?
Replies: 16
Views: 46171

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

Hi John,

This generic Excel format would be great for me, too. Can you send it to me?

Thanks,
Willie Batson
wbatson@familybuilders.net
by wbatson
Mon Apr 27, 2009 12:13 pm
Forum: Bug Reports
Topic: Undesignated Gifts
Replies: 3
Views: 3351

Re: Undesignated Gifts

Hi John,

Thanks for making this change. Any idea when the updated process will be available?

Willie
by wbatson
Fri Apr 03, 2009 1:51 pm
Forum: Bug Reports
Topic: Undesignated Gifts
Replies: 3
Views: 3351

Undesignated Gifts

John, In the Gift Analysis report there are about 50 "undesignated" gifts. In researching my giving records, I can't find these. I tried the "Clean up Gifts File", but these undesignated gifts are still there. This also seems to create a problem with the Monthly Giving Report. It shows these individ...
by wbatson
Thu Feb 26, 2009 2:45 am
Forum: Bug Reports
Topic: End of year giving statement
Replies: 4
Views: 3706

Re: End of year giving statement

Thanks, John. It works!
by wbatson
Mon Feb 23, 2009 1:27 pm
Forum: Bug Reports
Topic: End of year giving statement
Replies: 4
Views: 3706

Re: End of year giving statement

Thanks! I look forward to the update. This report looks like a good format for our monthly receipting of donors, unless you are developing something different. Having the option to update the message in the report means we can write something different each month. Also, it allows our donors to have ...
by wbatson
Fri Feb 20, 2009 4:45 pm
Forum: Bug Reports
Topic: End of year giving statement
Replies: 4
Views: 3706

End of year giving statement

When I preview the End of Year Giving Statement, the State & Zip Code are omitted in the donor's address block.