FavoritSusan Gotshalk (SBGConsulting) postete in Program Management (Ursprünglich gefragt von Susan Gotshalk)26. Feb. 2023, 20:13Susan Gotshalkprogram management confidentialityI am working with a social service agency and have recently added the program management app. Is there a way to insure when a mailing goes out to donors that no clients in the program app are include BUT if a client is also a donor that individual should be included. Trying to automate so that anyone pulling this type of list doesn't have to remember to exclude the clients.Kommentar hinzufügenKommentar schreiben...FettKursivUnterstreichenDurchstreichenListe mit GliederungspunktenNummerierte ListeLink hinzufügenCodeblockBild einfügenDateien anhängenLink-URLAbbrechenSpeichern0/9000Antworten
Susan Gotshalkprogram management confidentialityI am working with a social service agency and have recently added the program management app. Is there a way to insure when a mailing goes out to donors that no clients in the program app are include BUT if a client is also a donor that individual should be included. Trying to automate so that anyone pulling this type of list doesn't have to remember to exclude the clients.
