how to create a staff list in jl.

+7 votes
130 views
asked Apr 16, 2015 in New Feature Requests by leah
id like to include all staff name, phone, address and all pertinent info tx
commented Apr 16, 2015 by YakovW
edited Apr 16, 2015 by YakovW
I think we had a similar request. Maybe it is not the exact same idea but I think it would work.

 In our old data base we had a separate area with all companies/merchants we deal with. The programmer named it firms.  I'm thinking something like an address book.  So we don't have to go in to our large data base and start looking for a specific company, if that is even possible.  For Examples? the copy centers, the caterers, the person that sold us the office chairs, or the post office. the list goes on. They are not necessarily donors they are companies we deal with.

So for  a Yeshiva/School  it would be similar.

Company/Name       xyz mailing

Grade/Kita Hebrew/English

Contact/Person   Mr. Sam    or       Rabbi Y. Z.

Address     1234 56 pl

C/S/Z   Bklyn, NY 1111

Phone 718 23456789

Fax    987-789-0989

Email xxxxxx@vvvvv

1 Answer

answered Apr 16, 2015 by Admin
You can view that info by mail merge. You choose staff from the drop down. Or call in to tech support for a staff report.

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