Hello,
I have two questions that I need some insight:
1) I need to merge/transfer records, how do I do this? I have cases where a member has been assigned two different records and over time people have been entering giving history in one or the other record.
From the Home or Data Entry screen, click the Transfer button in
the gray tools area. You'll need to be logged in with the Admin or
Master password. There is more detail on this process in the Admin
manual, in the chapter Transfer Transactions.
2) I have a member that wants to receive a newsletter but has requested to NEVER be asked for money, via phone or written. I've added a note into this person's record, but we do send out renewal letters and i'm not sure how I can keep the address so this person can continue receiving our newsletter, but then not receive any solicitation letters?
Glenn's had some good comments on this. More detail on page 6-3
in the user manual which deals with contact flags.
Thanks for your help,
Cathy M. Elizondo
Outreach Coordinator
Snake River Alliance
Idaho's Nuclear Watchdog
tel: 208/344-9161
fax: 208/344-9305
http://www.snakeriveralliance.org
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Dave Shaw Northwest Classics, Inc
tel: 206-954-7526 fax: 206-625-1338
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tel: 206-954-7526 fax: 206-625-1338
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