Establecer como favoritoSusan Gotshalk (SBGConsulting) ha publicado en Program Management (Pregunta original de 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.Agregar un comentarioEscribir un comentario...NegritaCursivaSubrayadoTachadoLista con viñetasLista numeradaAgregar vínculoBloque de códigoInsertar imagenAdjuntar archivosURL de vínculoCancelarGuardar0/9000Responder
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.
