Hello,
I just ran the program name list report. I have just learned that this report does not pull preferred/program names attached to accounts that only have soft credits. Does nayone have a work around or a custom report so that I can pull anyone that has a program name that fits my criteria?
Michael,
I'm guessing you don't use memberships? We create our lists for our programs based on membership level.Dale
I have a view I've tweaked over the years to produce some pretty good results which I use in list manager and output set builder to generate things like our program listings that I would be happy to share if you want to have an IT person email me directly.It will take a little customizing on your side.