User Support Forum

I would like to do a sort on profiles added over a particular time, based on the registered date. For example, a listing of all profiles/people added from Jan 01/20 to May 31/20. I can see a place where you can sort based on "last week / last month" etc , but you cannot define a from /to selection d...

Hello, I am replying to my own enquiry. I discovered that when using "Recall Report Settings" , all settings are recalled... which makes sense. I thought only the statement message info was saved on the report settings. Complete oversight on my part, but perhaps an error that can help others avoid a...

Hello, I have just updated to version 12.2 and thank you for adding the ability to insert a signature file for statement output. I am currently testing the new version outputs before I issue 2019 tax receipts. When I select "email statements" I get this error message: "No valid email addresses with ...

Yes, when the print tax receipt dialog is selected, the output is grabbing the middle initial for names. I must have missed this fact in the documentation somewhere. The only unfortunate thing about that is you have to actually output a tax receipt to see it is in fact adding the middle initial. The...

Oh OK, that certainly helps to figure this out. I will do some more testing and report back
Thanks

While I see that the option of including a person's middle initial on a printout was added in a previous maintenance update, I do not seem to be able to make the contrib printout to use that field. We are running version 11.55 . Can someone please explain how to set up the contribution report or me...

While I see that the option of including a person's middle initial on a printout was added in a previous maintenance update, I do not seem to be able to make the contrib printout to use that field. We are running version 11.55 . Can someone please explain how to set up the contribution report or mem...

While using version 11.5 (Canada) for the first time, I ran a list of donors and had the income tax receipt box ticked. Unfortunately I did not actually understand at the time that I had started a receipt numbering history record. I have since discovered the history record, but I really don't want t...