Area of Program |
Description |
General |
Database window appears on the Windows
Taskbar. (Tip #45) |
Main Screen |
Sort order is reset to Entry Order after removing a
filter. |
Main Screen |
Sorting options are not available after
applying a filter. |
Contact Report |
Does not allow for deselecting relations in the
Family tab. |
Contact Report |
Does not allow for selecting more than one Relation in
the Family tab. |
Programs |
Renaming a program that has one or more
sub-program. The sub-programs full path field does not become automatically
updated with the new parent program's name. |
Contact Report |
Include sub
programs does not work if no contacts are assigned to parent program. |
Contact Report |
Excluding a program (checking 'Not') does not
work when the 'Include sub-programs' box is checked. |
Contact Report |
Criteria Summary may
at times display Program 'Not' and 'Joined By' info incorrectly.
|
Contact Report |
"Invalid Use of Null" error if no Country is
specified in User Info. |
Occasion Report |
Home and Work phone number do not appear. Or they may appear but are not updated when changed in the
database. |
Contact Report |
Address Line 2 does not appear lists. |
Occasion Report |
Not
being filtered to selected program(s). |
Occasion reports |
Filter by phone number is
using old phone number system. |
Banquet Module |
Error when clicking Table Arrangements. |
Banquet Module |
Setup Ad Types... not working properly.
(Temporary workaround: Use Category Manager View/Edit Price for Journal/Ad
subcategory). |
Banquet Module |
Initial setup causes error after choosing a
Honoree Program. |
Category Manager |
Error after moving transactions from one
category to another |
Banquet Module |
Sorting by Honoree |
Banquet Module |
In Journal/Ad screen, an error occurs when
clicking on Bill Details before entering Ad info |
Transaction Report |
When totaling by Type, Transfer heading is
not displayed correctly |
Payment screen
Receipt Number |
Assigning a receipt number to a payment
previously entered does not update the internal Receipt Number counter. This
causes that the next payment entered will be assigned with the same receipt
number.
(Temporary workaround: After assigning a receipt number to an existing
payment previously entered, be sure to adjust the following payment's
receipt number manually.) |
Payment screen
Pay Bill |
When changing the Pay Bill field from one
bill to another, the bill that it was applied to, does not get
updated to reflect the change. Note: This does not affect any reporting or
accounting, just the Amount Due that is displayed in the bill.
(Temporary workaround: First un-apply from the bill that it is applied
to, click OK to close and save record. Then edit the record again and apply
to the correct bill.) |
Occasion Report |
Complete mail ignores the "Complete Mail"
definition specified in User options |
Batch Letters |
Complete mail ignores the "Complete Mail"
definition specified in User options |
Notify screen |
Verifies that data was entered correctly |
Main Screen (transaction tab) |
When filtering Bills by Category or
Subcategory an error occurs |
Main Screen (transaction tab) |
Date filter may not work correctly if the
date Regional settings in Control Panel is not set to USA |
Contact Report |
When filtering by Zip Code ranges, non US
zip codes that are longer than 5 digits may not work in some cases |
Transaction Report |
Payments/Bills: When showing the Quantity
field, totals include payments. |
Main Screen |
Search Window does not display current phone
numbers. |
Transaction Report |
Sort By does not work when totaling by Year, Month or
Week |
Main Screen |
Typing something that's not in find drop-down causes the
user not be able to move on without pressing ESC. |
Customize Letters |
Inserting fields in the Letters screen does not insert in
the intended place. |
Yahrtzeit Letters |
HebAnniv field for Hebrew anniversary of yahrtzeit |
Family |
Primary Family member updates may not be correct when
deleting or adding names in the Contact information. |
Occasions/ Birthday |
Birthday field in New/Edit Family record does not
pickup assumes US format date (M/D/Y) and ignores the Regional Settings
in the Control Panel. It is only ignored with regard to the civil date,
but with the converting to Hebrew date, it does pickup the Regional
Settings.
(Temporary workaround for international users: Do not use this field.
Instead add and edit occasion data from the Occasion tab only)
|
Bank Register |
After entering deposit and clicking From to choose
payments, balances may not be updated and Deposit and Check buttons do
not become enabled. |
Contact Report |
Error occurs after checking some and then un-checking
all phone types to display on the report. Clicking Cancel causing the
Contact Report screen to close will prevent the from repeating itself. |