1. thankQ Solutions Pty Ltd Tech Forum 2013 Tips & Tricks by Bernice Breckon

2. Topic List ● Search Date Shortcuts ● Dashboard ● eDonations HTML Email Receipts ● Power Search Statements ● Payments vs Donations

3. Searching Date Shortcuts Date Search Shortcuts Search using Shortcuts Save Search Run a report with Saved Search

4. Date Search Shortcuts

5. Search using shortcuts ● Search for all contacts who have donated this year ● Search for all contacts who have donated $100 or more last year

6. Save Search ● Saved searches are dynamic ● Results will change with new criteria

7. Run Report with Saved Search ● Run Report with Sublist ● Select Payment History ● Save the Report as a Template

8. Demonstrate Search Saved From Searches

9. Dashboard Dashboard Access Rights Add Report to Dashboard

10. Dashboard Access Rights

11. Demonstrate Dashboard

12. eDonations HTML eMail Receipts

13. Important Support Note: For assistance in designing your HTML email please consult with your web designer. thankQ Solutions is not able to provide assistance with providing or verifying html code through support. You must consult in your designer.

14. Setting up an Email Receipt

15. HTML Email Receipt Sample

16. Power Search Statements

17. When using Power Searches 1. When constructing a statement using criteria from the same folder – always choose the longest statement that fits your requirements.

18. When using Power Searches 2. Always try to select the largest group of records first. And try to keep your statement positive.

19. Troubleshooting Statements - Stepping through a Statement

20. Payments vs Donation Donation Types – Givings received that are not GST applicable.

21. Donations by Source Report Finance Report 81010 – Report that produces only Donation data Modules in thankQ ● Donations ● Pledges – (Regular giving's Pledges to give) ● Grants

22. Payments – Monies received that are not GST applicable.

23. Finance Report 81011 - This report includes both Payments and Donations Modules in thankQ Memberships (Pledges) Merchandise Event Bookings – (Exception Input tax Events (non GST)

24. Finance Report 81640 - This report includes both Payments and Donations but you can select Payment Source Codes