Recent questions in How To

+2 votes

1 answer 372 views

How do I send a personalized Mass Email with Mail Merge?

asked Apr 12, 2015 in How To by Admin

+3 votes

1 answer 473 views

Is there a way to track a NEW STUDENT APPLICANT status information?

asked Mar 30, 2015 in How To by Pinkus

0 votes

1 answer 189 views

How do I change the expiration date for scheduled credit card transactions?

asked Mar 22, 2015 in How To by MerkazWiznitz

0 votes

1 answer 234 views

How do I vote on JLS Solutions Q&A? And why is it so important?

asked Mar 20, 2015 in How To by Admin

0 votes

1 answer 246 views

How do I post a question on JLS Solutions Q&A?

asked Mar 20, 2015 in How To by Admin

0 votes

1 answer 153 views

How do I add a new account?

asked Mar 20, 2015 in How To by Admin

+2 votes

2 answers 298 views

Would it be possible to educate the users how to get most use out of the new JL Solutions Q&A ?

asked Mar 19, 2015 in How To by Pinkus

0 votes

1 answer 409 views

Is there currently a way to email the account contact information like a contact card of and account

asked Mar 19, 2015 in How To by Pinkus

0 votes

1 answer 392 views

how do I create (official) receipts by charge, if payment is for receipt req. charges & non receipt req. charges ?

asked Mar 18, 2015 in How To by satmar-montreal

0 votes

1 answer 307 views

How do I enter campaign with a goal so I can see how far I am from my campaign (pledges and payments) goal?

asked Mar 18, 2015 in How To by Pinkus

+1 vote

1 answer 292 views

How do I track "cultivation steps" in a donor relationship? For example, if I want to make notations for every time I call, email, meet etc., I would want to track date and time, type of communication, notes field for details, and place to list next steps or follow-up.

asked Mar 18, 2015 in How To by YaacovCohen

0 votes

1 answer 292 views

In Fundraising, How do I resort receipt numbers by date?

asked Mar 17, 2015 in How To by satmar-montreal

+4 votes

2 answers 337 views

I am curious as to the different reports and functions that are most useful in JL for running a dinner campaign? Can users list their top 3 reports or screens that they use/like most?

asked Mar 16, 2015 in How To by YaacovCohen

0 votes

1 answer 107 views

How can I view a summer address by mail merge or by search?

asked Mar 13, 2015 in How To by Pupa Camp

0 votes

1 answer 264 views

Is there a calendar or something where I can write notes/reminders to pop up on certain days?

asked Mar 13, 2015 in How To by Admin

0 votes

1 answer 174 views

How do I mark a student as deceased on their parents' account?

asked Mar 13, 2015 in How To by amy

+2 votes

1 answer 292 views

How do I Attach or Scan a image or document to a deposit.

asked Mar 12, 2015 in How To by Admin

+2 votes

1 answer 180 views

When using the Import utility, can i just have a column for zip and it will import the city and state based on the zip?

asked Mar 11, 2015 in How To by YakovKantor

+4 votes

1 answer 1,343 views

Which sites and IP Addresses need to be open (White Listed) for the JL system?

asked Mar 11, 2015 in How To by YakovKantor

0 votes

1 answer 288 views

How do I increase a charge from last year based on percent?