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Terri Adkins

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  1. 6 votes
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    Terri Adkins commented  · 

    My ability to create the highly detailed reports that our directors request is based on much of the information that is provided by tags. The only way I can currently get some of that data is my including Notes in my reports and parsing out anything that looks like a tag, or marketing code, which depends on folks on our finance department manually inputting those. We have many people pulling donation reports and one more set being pulled just strains Reach's servers.

  2. 2 votes
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    Terri Adkins commented  · 

    We can use UTM codes for online orders. We need this when our finance team is entering checks and has a donation form in print. Currently, they are using admin notes, but reporting using admin notes is dependent on clerks entering the code the same, and not having a bunch of other notes in the field.

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    Terri Adkins commented  · 

    Our marketing team needs to know what campaigns are effective. I need this field for reporting.

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  3. 3 votes
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  4. 1 vote
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  5. 8 votes
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    Terri Adkins commented  · 

    I have been able to delete supporters if you first delete any donations.
    I would like however, to be able to do a soft delete of both donations and supporters, so that they are not totally gone from the data base, but will be searchable as deleted items.

  6. 4 votes
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    Terri Adkins supported this idea  · 
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    Terri Adkins commented  · 

    This is critical to my job

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  7. 4 votes
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    Terri Adkins supported this idea  · 
  8. 1 vote
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