Showing related tags and posts across the entire site.
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On the Task Tab for a contact, is there a way to add a column to show the notes for a task?
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Is there a way to lookup only contacts with MPD phase ABOVE Partner-Pray? In other words, I don't want never ask, not interested, and all the others...just those "active" ones. I've tried to use the lookup tab but can't figure out how to easily do just those above. Then with this...
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I'm looking to try to merge contacts. We have a UMC Ladies' Group who have supported us, but they're going to start aiming their giving through the church as a whole. Both the church and the ladies' group have an extensive number of history items that would be time-consuming to manually...
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I just downloaded a new donor whom I just discovered donated in June 2009 (we have 10 accounts we monitor and I didn't see it til now). When it downloaded, it entered the contact information but no THANK task follow-up. I've got them all set up to automatically add. Any ideas why?