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DON DAY's Personal Meeting Room - Shared screen with speaker view
DON DAY
03:28
if you could hear me early please type in chat. If you can see presentation please type in chat. I'm currently muted.
judy.kotta
03:47
Good Afternoon!
Beth Render-L156
04:07
Good afternoon John. I heard you earlier.
DON DAY
04:27
Beth can you see slides
Beth Render-L156
05:07
Yes I can see that presentation screen for CRM User Forum with you and Cornelia listed for today.
DON DAY
05:34
Thanks for the confirmation. We had issues this morning.
Beth Render-L156
14:16
Is there a place I can get the screens we are viewing?
Peter Bauer
23:44
Is there a way to remove an old letter?
Jenn
24:09
When you upload your new letter it replaces the old one I believe.
Peter Bauer
25:22
Sorry, I mean removing old letter processes that we don't use anymore.
Beth Render-L156
28:53
Can you help me understand when I would use Event vs Appeal?
LDunning- L610
39:40
Is there a place to find a list of Giving Categories?
karoth
39:44
Are we able to submit an incident to have Designations inactivated / removed?
bmyers - L512
41:37
How/where do I assigne default applications for an appeal?
Jenn
44:34
Can I do a Revenue update batch for older appeals/campaigns that revenue was booked in before we transferred to Blackbaud?
Kim Thomas - L001
45:58
How does moving revenue from prior years say 2015 affect the GL?
Peter Bauer
47:47
How do we make a process inactive?
Beth Render-L156
50:35
I have several records that state inactive AKELEA....how do I stop this from happening?
bdeshurley
51:12
Me too, Beth. Some with active pledges.
treynolds
52:11
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.
Jenn
52:17
That's the registrar merging active donors
Jenn
52:32
Thank you to Treynolds
Jenn
53:57
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.
bdeshurley
54:15
Thank you Jenn
bmyers - L512
54:48
Jenn what is the name of the query?
Jenn
55:09
Where can we access these recordings?
Jenn
55:48
I believe this query is available under the LXXX files