thankq solutions pty ltd tech forum 2013 tips & tricks by bernice breckon
TRANSCRIPT
thankQ Solutions Pty LtdTech Forum 2013
Tips & Tricks
by Bernice Breckon
Topic List● Search Date Shortcuts● Dashboard● eDonations HTML Email Receipts● Power Search Statements● Payments vs Donations
Searching Date Shortcuts• Date Search Shortcuts• Search using Shortcuts• Save Search• Run a report with Saved Search
Date Search Shortcuts
Search using shortcuts● Search for all contacts who have donated this year● Search for all contacts who have donated $100 or more last year
Save Search● Saved searches are dynamic● Results will change with new criteria
Run Report with Saved Search
● Run Report with Sublist● Select Payment History● Save the Report as a Template
Demonstrate Search Saved From Searches
Dashboard• Dashboard Access Rights• Add Report to Dashboard
Dashboard Access Rights
Demonstrate Dashboard
eDonations HTML eMail Receipts
Important Support Note:
For assistance in designing your HTML email please consult with your web designer.
thankQ Solutions is not able to provide assistance with providing or verifying html code through support. You must consult in your designer.
Setting up an Email Receipt
HTML Email Receipt Sample
Power Search Statements
When using Power Searches
1. When constructing a statement using criteria from the same folder – always choose the longest statement that fits your requirements.
When using Power Searches
2. Always try to select the largest group of records first. And try to keep your statement positive.
Troubleshooting Statements - Stepping through a Statement
Payments vs Donation
Donation Types – Givings received that are not GST applicable.
Donations by Source Report
Finance Report 81010 – Report that produces only Donation data
Modules in thankQ● Donations ● Pledges – (Regular giving's Pledges to give)● Grants
Payments – Monies received that are not GST applicable.
Finance Report 81011 - This report includes both Payments and Donations
Modules in thankQ• Memberships (Pledges)• Merchandise• Event Bookings – (Exception Input tax Events (non GST)
Finance Report 81640 - This report includes both Payments and Donations but you can select Payment Source Codes