Pamela Giles
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Activity overview
Latest activity by Pamela Giles-
Pamela Giles commented,
Oh, yeah, you can do very little to customize the One-Click Fundraising Report accessed through Transactions. It has no filters at all, not even the ability to exclude particular funds or campaigns...
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Pamela Giles commented,
I can't when I create the one-click one, but once it's created, I can add a filter to any of the individual reports. If I save that report, it saves the filters so when I go back and look at it aga...
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Pamela Giles commented,
Can't you add a filter and pick "between" and set those dates manually? When I do that, it seems to keep the filter if I leave that report and go to another one then come back to the first one.
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Pamela Giles commented,
Do you mean Cloudflare Ray ID? I haven't experienced this issue. Here are a few things you could try: Different browser. Resetting that browser to default (clearing cache, cookies; disabling exte...
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Pamela Giles commented,
I agree that entering third-party the way I do it is not the Accounting way (I said that in my response) and that the accounting software would be different. The accounting way, especially in Keela...
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Pamela Giles commented,
Ugh, you're right. I just entered our Crowdfunding Alberta matching grant, with the soft credits (50% of their donation was matched) for all the donors, and on their individual records, the only th...
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Pamela Giles commented,
Oh good. I see a lot of complaints online about grant tracking in Keela — including claims that Keela doesn't even have it. But I think it's actually pretty good and better than the grant tracking...
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Pamela Giles commented,
Grants – if entered correctly – appear under Transaction Type: Revenue / Category: Grant. So in Transactions (the main listing or reports), you just filter on that and make sure that Date Received ...
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Pamela Giles commented,
What kind of form are you using? If it's a custom form, couldn't you just add a Form Question asking for zip code? It wouldn't automatically go into the Zip field on the person's record, but you co...
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Pamela Giles created a post,
Can we not import salutations any more?
I just exported my whole database and reimported it with just the name fields, including Salutation, and OriginID. I asked it to replace differing information, but no salutations appeared. So then ...