Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Looking for customization work on a template (updated)


This topic is 5054 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

I'm currently working with a 501(3)c non-profit that uses FM Pro 11. They have no solution as of yet. I would like the RCC Donations template modified to meet their specific needs:

Layouts:

• Donations Data Entry

o Changes needed: Drop-down list with account numbers for

donations.

• Accounts Data Entry

o Changes needed: Modify for use as “account numbers” rather than

businesses.

Reporting (new reports):

• Donation Summary by Contact: A report for each donor summarizing the

total donations for the year. Contains a notes section for a custom message.

• Donation Summary by Account Numbers: A report for each account number summarizing

the total donations for the year. No notes section required.

If you would like to help please contact me at [email protected]. This 501(3)c non-profit org could really use this to make their processes much smoother and take stress off of their staff. I am offering to pay for this customization if needed.

Thanks so much for reading this. Please email me with any questions.

This topic is 5054 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.