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User YaacovCohen
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Recent activity by YaacovCohen
1
answer
130
views
Please make names searchable on entries > seats so that it is easy to find people to add to tables.
asked
Sep 4, 2017
in
Fundraising
dinner
seats
tables
fundraising
6
answers
1,976
views
Google Contact and Calendar integration
answered
Oct 28, 2015
in
New Feature Requests
fundraising
sync
integration
contacts
1
answer
120
views
Issues working with multi-payment pledges
asked
Oct 20, 2015
in
Support Questions
pledges
fundraising
payments
1
answer
96
views
Is there a way to query full tuition paying parents in fundraising?
commented
Jul 2, 2015
in
How To
fundraising
2
answers
126
views
Can I schedule an automatic email of a mail merge file (in Excel) like a I can with a report?
commented
May 27, 2015
in
How To
email
report
1
answer
83
views
Is there a way to add an account to a list from the account itself, and not from the mail merge tab?
asked
May 1, 2015
in
How To
1
answer
149
views
Power Pivot - Beta Only (Power Users)
commented
Mar 25, 2015
in
Fundraising
4
answers
199
views
Is there a way to track the method that a particular donation was solicited? For example, for our dinner campaign, we have donations that are solicited by mailings, email blasts, phone calls, and face-to-face solicitations. How can we track that?
commented
Mar 20, 2015
in
Fundraising
dinner
campaign
1
answer
116
views
How do I track "cultivation steps" in a donor relationship? For example, if I want to make notations for every time I call, email, meet etc., I would want to track date and time, type of communication, notes field for details, and place to list next steps or follow-up.
commented
Mar 18, 2015
in
How To
donor-cultivation
fundraising
2
answers
133
views
I am curious as to the different reports and functions that are most useful in JL for running a dinner campaign? Can users list their top 3 reports or screens that they use/like most?
edited
Mar 16, 2015
in
How To
dinner
campaign
...