Regular Contributors Setup

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Regular Contributors Setup

 

The Regular Contributors Setup dialog may be access either by right clicking on the Regular Contributors check box item in the Contributions Preferences box in the lower left corner of the Enter Contributions dialog, or by selecting the Setup Regular Contributors item on the Contributions Utilities Menu.

The Regular Contributor field allows CMD to generate a list of regular contributors, and also to force the Statements dialog to print a statement for someone even when they have not contributed something during the current period you specify.

The Regular Contributors Setup dialog gives you three options from which to choose:

Clear the Regular Contributor field in all names. This option scans your entire Individuals data file and clears out this field for all names.

Set all names to be marked as Regular Contributors. This option scans your data file and marks each name as a regular contributor.

Set all names who have contributed within specified dates as Regular Contributors. When this option is selected, enter a starting and ending date. When you click the Execute button, only those names who have contributed during that time period will be marked as regular contributors.

Note: You will need to clear all names of their Regular Contributor assignment first before marking names based on contributions in a date range if you are wanting to start with a fresh list. Clearing out current markings for Regular Contributors is not done automatically since you may wish to add new names based on a date range to names already marked rather than start fresh.