收藏Susan Gotshalk (SBGConsulting) 发布于 Program Management （原提问者 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.添加评论撰写评论...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
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.
