お気に入りSusan Gotshalk (SBGConsulting) が「Program Management」で投稿 (元の質問者: Susan Gotshalk)2023年2月26日 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.コメントを追加コメントを記入...太字斜体下線取り消し線箇条書き番号付きリストリンクを追加コードブロック画像を挿入ファイルを添付リンク URLキャンセル保存0/9000返信
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.
