James Riley
- Total activity 12
- Last activity
- Member since
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- Votes 1
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Activity overview
Latest activity by James Riley-
James Riley commented,
At this point, if it is a Donation or Subscription form, it's V2; if it is a Revenue or Custom form, it's still V1 (although those are scheduled to be added to the V2 editor and phased out of V1 so...
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James Riley commented,
That sounds like a wonderful addition. Product Portal ideas can take some time to appear as the Keela development team first reviews the suggestions then posts them for user voting once they approv...
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James Riley commented,
Thanks Claudia Hundloe! That works wonderfully.Filtering for [ Fundraising > Frequency = Is Empty ] returns all contacts with 0-zero donations and 0-zero revenue transactions.
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James Riley created a post,
Contacts with $0 or no donations made
Is there any way to filter for Contacts that have no transaction history recorded in Keela? If I filter for Total Donation = $0 or Is Empty, it returns no results. In Contacts, I can Add Columns > ...
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James Riley commented,
The QBO integration has been both a blessing and a struggle for us because the integration is not very flexible and really changed the way that we were tracking information in Quickbooks. Also, bec...
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James Riley commented,
Thanks for letting me know about the [ Contact -> To-Do ] Widget -- that will definitely help us out! I've also entered my vote for the feature on the Product Portal. There is also a second similar...
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James Riley created a post,
List of all my To-do 's
How do I list all of the To-Do's that have been assigned to me and are not yet "due" or have no due date set?