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policies and procedures » duplicate records (RSS)
  • Re: How to track cumulative giving donors for recognition?

    Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...
    Posted to Forum by Bonnie Pearce on 02-18-2009
  • Re: Organization and Individual

    Ah I see how what I wrote is confusing. In the Event Module, when you have an organization attending an event you have the ability to specify a Contact (via a drop down in the Partcipant/Registrant window). The individual relationship should be marked/checked as a Contact in order for the name to appear...
    Posted to Forum by Robert Kudyba on 03-24-2008
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