Search found 4 matches

by greenvillecob
Fri Oct 18, 2019 9:43 am
Forum: Membership
Topic: Clearing Mailing Categories
Replies: 2
Views: 67

Re: Clearing Mailing Categories

To clean up Mailing Categories (and any other custom codes) go to Membership > Family Mailing List > Setup and choose Maintain Custom Codes. Select a Mailing Category option from the list and click Delete. It will ask what you want to do with the X families that have that code assigned. You can ass...
by greenvillecob
Fri Oct 18, 2019 9:10 am
Forum: Membership
Topic: Clearing Mailing Categories
Replies: 2
Views: 67

Clearing Mailing Categories

I have inherited a database full of years of bad data. I am working hard to clean up this list, but it is challenging when I can't do any "blanket" changes. I would like to delete all 600 mailing category assignments and start over, but I can't figure out a way to do this without going record by rec...
by greenvillecob
Tue May 21, 2019 9:41 am
Forum: Accounting
Topic: Zeroing Out Old Accounts
Replies: 2
Views: 86

Re: Zeroing Out Old Accounts

Thanks! I will check those out. I have only been here since last year so I don't understand it, either. Lots of hands who don't understand how things work, I think.
by greenvillecob
Wed May 15, 2019 11:18 am
Forum: Accounting
Topic: Zeroing Out Old Accounts
Replies: 2
Views: 86

Zeroing Out Old Accounts

Can anyone help me with a historical problem! More than 10 years ago, amounts were entered into some sub accounts for Bequests. According to both the previous book keeper and adm assistant, those are not actual funds (real dollars) and should be zeroed out -- but they never knew how to do it. There ...