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DON DAY's Personal Meeting Room - Shared screen with speaker view
Chris
09:10
Nothing for me
Becky
09:28
I can hear.
Chris
09:52
I'll leave and come back
Becky
10:30
Yes
Lindsay Harber
10:31
I can hear :)
Donna Bielauskas (333)
10:34
yes
user
10:39
I can hear from my phone.
juwhite
10:39
yes
sstaudinger
10:42
yes
Jeanne Marshall
10:43
Yes
Chris
12:14
OK, I can hear now. Thanks
Jenn
32:24
What's the turn around for event designation linking once the excel spreadsheet is turned in?
sstaudinger
35:55
Could we still complete the write off process for 2017 appeals?
user
37:53
We are accepting pledges and payments for Friends of Scouting Appeals for 2020 and 2021 (3 year commitments). Should we still choose FY designation and inbound channel for revenue?
Mardi Galvin
38:39
Does the accountant do the reclass
James Downs-L070
39:40
Our accountant doesn't like to post pledges (without cash) before Jan 01 because it splits revenue between years in an undesirable way on her reports. Does one of the FY tags described today fix that?
Ryan Barnes-L141
40:33
If you update an address in CRM, does it get updated in ScoutNET?
sstaudinger
41:11
Be aware that we are unable to merge people in ScoutNET who have giving "conflicts" where there would be two locator numbers in the same worker... those will not be able to be merged back in ScoutNET
Kathy Folgate
41:12
If you mark a donor as deceased, does that carry over to ScoutNet?
Debbie Sanders
41:29
I want to confirm that when we do the global write off for FOS 2018 in 2019, CRM will not make any entries in the GL. We make a JE at YE through the Prov/Allow accounts so our GL for dec 31 2018 will already reflect the balance written off
Mardi Galvin
41:37
I was under the impression that if we updated address in ScoutNet it came over to BB, but not the other way.
Michele Ferrier-L060
42:00
So you would just mark a constutient inactive if there are 2 profiles in BBCRM but only 1 profile in Scoutnet
Mollie Keyser - L138
43:05
once 2019 appeals are open will inbound channels entered as FY FOS transactions automatically change to FOS? Or do we manually have to update?
Mardi Galvin
44:36
Is there a way to see a SS# in BB?
Kathy Folgate
45:31
Can you tell us again where to find the Finance Impact sight?
Lori
47:08
Thank you
Michele Ferrier-L060
47:23
and you would just use youer myBSa login credentials
Michele Ferrier-L060
48:09
Ok thank you
Kathy Folgate
48:14
To check if you did not use FY what report would you run?
Jenn
48:18
Thank you!
melskoglund
48:19
Thank you
Mardi Galvin
48:20
Thank you
Ryan Barnes-L141
48:25
Thank you and Merry Christmas, everyone!
Kathy Folgate
48:26
Thank You
Bethany
48:27
Thank you!