Who can see your viewing activity?
if you could hear me early please type in chat. If you can see presentation please type in chat. I'm currently muted.
Good afternoon John. I heard you earlier.
Beth can you see slides
Yes I can see that presentation screen for CRM User Forum with you and Cornelia listed for today.
Thanks for the confirmation. We had issues this morning.
Is there a place I can get the screens we are viewing?
Is there a way to remove an old letter?
When you upload your new letter it replaces the old one I believe.
Sorry, I mean removing old letter processes that we don't use anymore.
Can you help me understand when I would use Event vs Appeal?
Is there a place to find a list of Giving Categories?
Are we able to submit an incident to have Designations inactivated / removed?
bmyers - L512
How/where do I assigne default applications for an appeal?
Can I do a Revenue update batch for older appeals/campaigns that revenue was booked in before we transferred to Blackbaud?
Kim Thomas - L001
How does moving revenue from prior years say 2015 affect the GL?
How do we make a process inactive?
I have several records that state inactive AKELEA....how do I stop this from happening?
Me too, Beth. Some with active pledges.
In regards to moving old revenue, if you search 'Rich White' on workplace, he has a post for the correct process that he is recommending to use.
That's the registrar merging active donors
Thank you to Treynolds
There's a query that can search for those who have been merged with active donations and submit to membercare to fix. That's what I've done when mine was merging without asking me.
Thank you Jenn
bmyers - L512
Jenn what is the name of the query?
Where can we access these recordings?
I believe this query is available under the LXXX files