Search found 12 matches

by rengeljn
Tue Sep 18, 2007 3:36 pm
Forum: Accounting
Topic: AMENDED PLEDGE AMOUNTS
Replies: 0
Views: 2220

AMENDED PLEDGE AMOUNTS

1. We are using PC V10 2. Our chuch operates on a July 07/June08 fiscal year. 3. The pledge for the new operating year is applied to ex: 104 4. Various times throughout the year a member will request a revision to their pledge - either up or down, or we have a second pledge drive and they will incre...
by rengeljn
Tue May 01, 2007 8:07 am
Forum: Other Modules
Topic: V 10 - Notes
Replies: 0
Views: 3520

V 10 - Notes

I want to run a report from the Membership module using only profile first and last name and notes.
My notes are not showing up in the report - all cells are blank.
Any suggestions?
thanks,
Judy
by rengeljn
Wed Mar 21, 2007 6:55 pm
Forum: General Questions and Discussion
Topic: Calendar V10
Replies: 1
Views: 2490

Calendar V10

I read some place that the Event Calendar in V10 can be used to post to our web site but now cannot find the instructions on how to do it.
Please give me some guidance.
Thanks,
Judy
by rengeljn
Sat Jun 10, 2006 8:31 pm
Forum: Other Modules
Topic: Backup/Restore Custom Reports
Replies: 1
Views: 3270

Backup/Restore Custom Reports

If my understanding is correct in V9, custom reports are not backed up and then restored. I do membership date on my computer and the administrator does the accounting functions. When we restore our files, it does not carry the customr reports. What is the best method to use so that the custom repor...
by rengeljn
Wed Apr 05, 2006 4:01 pm
Forum: General Questions and Discussion
Topic: large check numbers
Replies: 1
Views: 2686

large check numbers

We are now receiving on-line checks from banks; however, the check number is too large to fit in the check number field - currently set for 6 digits. Is there a way to expand this field?
Judy
by rengeljn
Wed Apr 05, 2006 4:00 pm
Forum: General Questions and Discussion
Topic: Archieves
Replies: 2
Views: 3407

Archieves

What is your suggestion for archieving data? We want to remove people from PC, having PC contain only active members/visitors. I understand that PC does not have an archiving capability - do you have a suggestion on what to do?
by rengeljn
Tue Jan 10, 2006 1:58 pm
Forum: General Questions and Discussion
Topic: Quick Entry Screen
Replies: 3
Views: 3630

Through Maintain Personal Profiles Screen
by rengeljn
Tue Jan 10, 2006 11:58 am
Forum: General Questions and Discussion
Topic: Quick Entry Screen
Replies: 3
Views: 3630

Quick Entry Screen

We are adding e-mail address for numerous people. Is there a way to have a screen whereby only 3 fields are showing, first name, last name and e-mail address then do the entry on that screen? It would save so much time.

Thanks.
Judy
by rengeljn
Sat Jan 07, 2006 5:04 pm
Forum: Membership
Topic: Group E-mails using the Membership Module
Replies: 1
Views: 2494

Group E-mails using the Membership Module

I am attempting (notice the operative word - attempting) to send a group e-mail to approx 200 people. I have Outlook as my e-mail package I have selected "My Server Requires Authentication", typed in my e-mail address and password. I am confused about the option " Send ___ messages in ___ minutes". ...
by rengeljn
Thu Dec 15, 2005 10:32 am
Forum: Membership
Topic: Export to Excel
Replies: 0
Views: 2709

Export to Excel

What is the secret to exporting accounting reports to excel so that numbers have value instead of becoming text? I know after the report is opened in Exel I can manually convert the numbers from text to value. Did a miss a minor, yet critical, step that will export numbers as having value?

Judy
by rengeljn
Wed Dec 14, 2005 10:46 am
Forum: Custom Reports
Topic: hot keys
Replies: 1
Views: 3328

hot keys

Help! Maintain Personal Profiles, tabs for Profile Information, Dates & codes & Picture etc - the hot keys don't work - ex: Dates & codes - S is underlined and I assumed is a hot key. When I type alt-s it takes me to the the date screen but goes to the top for "Add". The other hot keys are inconsist...
by rengeljn
Tue Dec 13, 2005 8:18 pm
Forum: Membership
Topic: Date Field
Replies: 5
Views: 5112

Date Field

Is there a way to have a system date field on the Family & Personal Screen? I want to have a field labeled "updated". Have the system date automatically put in a date when I open that record and save with the record until I have to edit it again.

Any help?

Judy