February 2, 201114 yr Newbies 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.
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