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  • Re: Adding in a Crystal formula

    Use the Summary function. It is under Insert and you can do a grand total or a total for a group.
    Posted to Crystal Reports (Forum) by Nak on 07-23-2009
  • Re: Convio unique emails...

    [quote user="Ray Mauder"]There is a small group of RE users out there who also are involved with Convio.  [/quote]  Where is this group hiding?!
    Posted to Data Entry (Forum) by Nak on 07-22-2009
  • Re: Permissions for Data Entry Employees?

    In the same area, check the Records box & click Options. You can choose what information users have the rights to view, edit and delete.
    Posted to Administration and Configuration (Forum) by Nak on 07-14-2009
  • Re: Permissions for Data Entry Employees?

    Oh no! Permission to merge and permission to delete are two separate selections. They are often used at the same time, but you DO NOT have to have delete rights to merge. And I would never give permission to delete records to anyone who does not have Supervisor rights and the know-how to back up and restore the database. To give someone the ...
    Posted to Administration and Configuration (Forum) by Nak on 07-14-2009
  • Re: Using different letterhead in a conditional merge

    Like Laurel, when I have worked at orgs. that use different letterhead (one used 3 different letterheads and each one had gifts pretty much every week) was create one mail merge for each type and just run them one after another. Once you are used to it, it really doesn't add anymore time.  I would suggest that you have a dedicated ...
    Posted to Export/Mail/Reports (Forum) by Nak on 07-02-2009
  • Re: New to using events module

    Tracy,  My trick for having to remove a large number of the participants was to export everyone out--participants in one export & guests in a second--and then delete the event, create a new one & import everyone we wanted back in. It took a couple of rounds, but after redoing the same event 4 times, I was pretty fast at it.
    Posted to Optional Modules (Forum) by Nak on 07-01-2009
  • Re: New to using events module

     Kate, Many organizations do not add all invitees to an event because there is a tendency to invite a much larger number then are expected to attend and the events module does have a hard time working with events with a lot of participants. I have found that events with more then a couple hundred participants take a long time to load and ...
    Posted to Optional Modules (Forum) by Nak on 06-30-2009
  • Re: Import Actions

    Megan,  You need to do an import of new records, not an update.  Select the Constituent Attribute import type and set it to Import New Records.  Then use your ConsID to identify existing constituents. 
    Posted to Administration and Configuration (Forum) by Nak on 10-30-2008
  • Re: Query to calculate hard ask?

     You can include the latest and greatest gift dates and gift amounts in the export you are using to create the data file for the merge into your letter.  I also like to include a gift summary for the last couple of years (so for FY09 appeal I would include the total number of gifts and total amount given in each of the last 3 years) or ...
    Posted to Query (Forum) by Nak on 10-06-2008
  • Re: Custom Report novice with a couple questions

     In answer to question 3, you will probably find it more helpful to ask it on the Blackbus User Society (http://www.blackbus.org/).  The most knowledgable and helpful users of Crystal Reports & Raiser's Edge are found there.
    Posted to Export/Mail/Reports (Forum) by Nak on 09-25-2008
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