FavoriteSusan Gotshalk (SBGConsulting) posted in Program Management (Originally asked by Susan Gotshalk)Feb 26, 2023, 8:13 PMSusan 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.Add a commentWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
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.
