Joshua Friedeman
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Activity overview
Latest activity by Joshua Friedeman-
Joshua Friedeman commented,
Adam, Our system does not default to "potential." Is there something I can change from our end? I just added a dummy, and in donor search I included the name as well as the status (trying both "po...
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Joshua Friedeman commented,
Adam, That would solve my immediate issue. I don't know what other specific application I would need this feature for. I it accurate to assume that the donor status is one of those data points tha...
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Joshua Friedeman created a post,
Editing/Removing System Tags
Hey there, I would like to edit/remove/change system tags in bulk. A particular instance would be related to donors. After a time, a donor is no longer active but inactive. However, from what I can...
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Joshua Friedeman created a post,
Creating a mailing list from donor search
Hello, I would like to be able to create a mailing list from a list of donors I have created. For instance, if I go to Financial -> Donations -> Donors and search for "Donation posted date on or af...
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Joshua Friedeman commented,
Thanks, Toby. What path can I take to find this feature?
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Joshua Friedeman created a post,
Spouse Preference in Mail Merge
When I have included spouses in a mailing list, there seems to be a preference for the added spouse. I have two particular issues in which this is the case. For instance, if alumni John Doe and his...
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Joshua Friedeman created a post,
Spouse names on Donation Acknowledgements
CompletedHello, When I send donation acknowledgements, I am not able to include spouse names in a natural way, and I would like this to be a feature. There are two paths I take for acknowledgement materials...
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Joshua Friedeman created a post,
Viewing Activity Feed Entries Written by You
Would it be possible to add a feature that would allow a person (e.g. an admissions counselor) to see all the entries they've written on others' activity feeds? This would be similar to viewing you...