User Support Forum

Thank you! I have noticed several new features so far that are really fabulous, including showing the designations on the main fund report. I know there may be glitches, but I am really pleased overall!

NeilZ, It is. The OP stated something about reports. Is there any way to make the designations alphabetize when pulling them up on the drop-down menu within a contribution entry and in reports? I did not find any reports that had them out of order. Sorry for the delay in answering this! The designa...

Within contribution entry, when you are entering the fund number, if you click on the magnifying glass (or type F2) and bring up the menu, you can click on the word "Description" at the top, and the list will sort alphabetically (or two clicks for reverse alphabetically). Thanks, John! Actually, it...

Is there any way to make the designations alphabetize when pulling them up on the drop-down menu within a contribution entry and in reports? Right now they show up as I entered them when I set them up in the Contributions > Setup > Maintain List of Designations menu.

Is there a report that I am missing that will show the funds summary for a given date or date range but includes the designations? Right now it seems that I have to run 2 reports to get this data, but would like to have it all on one page. This way I can run a monthly report that says we got this mu...