Search found 6 matches

by soozr1
Tue Mar 31, 2009 3:48 pm
Forum: General Questions and Discussion
Topic: Personal Status Codes & Mailing Categories
Replies: 3
Views: 3067

Susan, regarding personal status codes, those really reflect the different status of the people in each of your families. We used to only keep "members" in our database because we didn't realize we could use personal status codes to include other people who come into contact with our church and stil...
by soozr1
Wed Mar 05, 2008 4:46 pm
Forum: Contributions
Topic: Pledge question
Replies: 6
Views: 4248

confusing

I'm using custom reports in Contributions and when it asks for values to match "pledge period", it only allows a 1 character entry (i.e. 1, 2, 3, etc.) So the date range in your answer doesn't work. This is where I'm stuck. I want to know of people that have pledged to our church, say for all of 200...
by soozr1
Sun Jan 06, 2008 12:01 pm
Forum: Contributions
Topic: Merging Contribution Funds
Replies: 4
Views: 2833

In the Version 10 update from September 2007, there is the option to Reassign a Fund Number under Contributions. Basically it's merging two contributions funds into one. That should do exactly what you're wanting.
by soozr1
Thu Sep 20, 2007 10:24 am
Forum: Contributions
Topic: Contributions - Pledges
Replies: 16
Views: 14251

what am I doing wrong

I was very excited to see this thread and tried the Contributions>Mail Merge>Non-Pledging Contributors option. So I tried it and I got a txt file with people in it that DO pledge. I ran it for this year, and they have pledges in for this year, and I ran it for our general operating fund, and I even ...
by soozr1
Fri Mar 09, 2007 1:56 pm
Forum: Membership
Topic: Update Outlook Contacts
Replies: 3
Views: 3429

can we direct it to update a different file (shown as a folder) in Outlook?
by soozr1
Thu Mar 08, 2007 2:45 pm
Forum: Membership
Topic: Update Outlook Contacts
Replies: 3
Views: 3429

Update Outlook Contacts

I exported the Personal Profiles information into Outlook using V10...can someone tell me how it decides where to put that information in my Outlook (what file/folder/etc)? The reason I ask is, I already had similar information in there from a previous export and I think I have it in two different p...