Search found 4 matches
- Fri Oct 18, 2019 10:43 am
- Forum: Membership
- Topic: Clearing Mailing Categories
- Replies: 2
- Views: 739
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...
- Fri Oct 18, 2019 10:10 am
- Forum: Membership
- Topic: Clearing Mailing Categories
- Replies: 2
- Views: 739
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...
- Tue May 21, 2019 10:41 am
- Forum: Accounting
- Topic: Zeroing Out Old Accounts
- Replies: 2
- Views: 560
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.
- Wed May 15, 2019 12:18 pm
- Forum: Accounting
- Topic: Zeroing Out Old Accounts
- Replies: 2
- Views: 560
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 ...