What I do depends on the problem and the time.  If I need solution quickly, I used to call.  Lately, I've been using the online chat.  If it's not available, and support is still available, I call.

How would you list a large $$ donor giving quarterly where one payment falls in different fiscal year?  Your procedures should be the consistent.  As of 2008, we changed our procedures for our annual campaign listing to be "$ received in calendar year," instead of pledge amount. This is noted on the ...

If you are still looking for more ideas for web donation pages, I suggest looking at the donation pages of web sites of other non-profits in your area and for organizations with a similar missions. We are just launched a new website but are still working on the on-line donation page.  We looked a some other social service orgs in our ...

[quote user="Yasina Raghavji"] If a receipt is produce for a consolidated gift entry in error how do we resolve  this issue using the reverse and reissue function in RE?[/quote]  Your subject mentions consolidated receipt.  Your message consolidated gift - not certain what you  may mean by this. (Am not ...

[quote user="Diana Bradley"] If a solicitor has contact with someone who is not currently a donor, how do you track that in Action Records?  Do you add the contact to the donor database, knowing that they are not a donor? I don't like to put people in the database simply to track a contact in Action Records.  How should ...

It is an option under View (file, edit, view... at top of window.)  Third line down.  Did you find it?

[quote user="David O'Brien"] As far as the post office is concerned,is it acceptable to output addresses onto envelopes without using abbreviations? The exec who signs acknowledgement letters dislikes seeing abbreviations in the address block, so I use:  Mr. John Smith 404 Gift Street Apartment 7 Baltimore, MD ...

[quote user="Tina Gorski-Strong"] Is there any way to track or report on when or who made global changes to records?  Or, how can you track changes that may have been made with tables/attributes?  It need to resolve some training/security issues but this would be incredible helpful in the meantime. [/quote] You can do a ...

My first guess is how the batch numbers were searched by the software.  Some programs/software settings seem to sort 210 as greater than 1900. I guess looking only at first digit.  If that's the situation, any batch # greater than 19 may have been read. :-)  Have seen this happen when I've sorted ...

Kris, the easiest way I have found to create an export of 'unrelated records' is to create a constituent query.  Under constituent, I choose "specific record", "one of" and then select the constituents I need.  Save the query and use it to create an export file.  Hope that helps you.