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The text for the User fields (in the Contact View) are controlled in the Tools | Options | User Fields tab. Ruta de menú: Tools | Opciones | User Fields tab This text can also be edited on each field individually simply by double-clicking on the field...
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Tip: Modify Multiple Tasks/History Simultaneously You can modify a specific field on multiple tasks and history simultaneously. Only the selected field will change, while all other information will remain unique to each entry. 1. In the task or history...
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Tip: Google Maps & WhitePages.com Two bars in the button bar help connect you with your partners. Show Google Maps Maps the address of the selected contact, if possible. Lookup on WhitePages.com Looks for information on this contact. This button is...
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Ejercicios Sesión 12: Más ideas 1. Combine Slate Gravel and Sylvester Slate 2. Run the Address / Phone Sync lookup and resolve any bad addresses 3. Export your entire Current Group, and select the following fields: • File As (quick way to sort your...
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Ejercicios Sesión 11: Combinar correspondencia 1. Send the mail merged special ask to everyone on your team who gets your newsletter. 2. Save the mail merge as a Favorite. Ruta de menú: Herramientas | Microsoft Word | Editar favoritos de combinación de...
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Ejercicios Sesión 10: Análisis y Herramientas 1. Run the Pledge Fulfillment Report to see the status of each partner in relation to their pledge. Are there any late partners? 2. Lookup the late donors and call them. Log completed calls and write good...
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Ejercicios Sesión 9: Seguimiento de proyectos 1. Create an Appeal for your year-end ask. Name it "Special Project Ask" (Note: We recommend prefacing any appeal with the date of the appeal. For example, 2009-06 Special Project Ask) 2. Send a...
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Ejercicios Sesión 8: Grupos Guardados These exercises are designed to help you become familiar with the Groups View and how to manage Saved Groups. Your job,should you choose to accept it, is to make good use of them. 1. Create a new Saved Group for the...
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Ejercicios Sesión 7: Búsquedas 1. Do the following Lookups: Búsqueda How many are there? All contacts who live in Metropolis All contacts who live in Metropolis who have ever given a gift All contacts who live in Bedrock All contacts who live in Bedrock...
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Ejercicios Sesión 6: Tareas e Historia 1. Save a Description for future use. You do not need to log a history item to do this; just act like you were going to log history and go to the Saved Descriptions. • Haz clic en el <Seleccionar> botón...
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Ejercicios Sesión 5: Donativos We are now going to connect our database to our organization, ToonTown Ministries (TTM). This will allow us to download gifts and addresses for our donors. Connect to the Web and download gifts 1. Haz clic en el <Entradas>...
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Pestaña Ejercicios Sesión 4: Desarrollo 1. Change your MPD Phase to "Never Ask". Remember, you are Bob Parr! 2. Change the MPD Phase for all other contacts to "Never Contacted" 3. Fred Flinstone calls to let you know that Perry Masonite...
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Ejercicios Sesión 3: Datos sobre los contactos 1. Add Notes to the following contacts: • Fred Flintstone: "Never call after 8pm because Fred hates having his TV shows interrupted! Wednesday night is bowling night." • Cary Granite...
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Ejercicios Sesión 2: Introducir contactos 1. Add the following contacts using the Add Contacts screen: • Lucius & Leticia Frozone, 1401 18th St #1201, City: Metropolis, Province: MC, Postal Code: M580, Phone: 97-201-7626 • Buddy Pine,...
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Ejercicios Sesión 1: Presentación It is essential to keep up with the practical application because each segment builds on the previous ones. If you don’t complete an exercise, you will find yourself short in a subsequent session. 1. Create a new TntMPD...