Batsch Group Inc Knowledge Base

II: @EASE Day One Review

Review of all elements from an Introduction to @EASE

  • How to Create a Private Donor
  • Entering an Address in @EASE
  • How to Create a New Corporate Donor with a Contact.
  • Campaign and Receipt Lookup Tables
  • Direct Mail Campaigns
  • How to Build a Direct Mail Campaign
  • How to Enter Donations to a Direct Mail Campaign
  • How to Run a Batch Report & Check Your Entry Updated 2016
  • The Batch Report NEW 2023
  • How to Print Receipts and Run Update to Master
  • How to Void a Printed Receipt.
  • How to make a Receipt Copy and Other Receipt Fixes
  • How to Re-set a Printed Receipt, Correct and Re-use it. New 2017
  • Just Receipting
  • How to Create an Export File for Thank You Letters or Export a File with Donation Records
  • How to Add an MLA or MP to @EASE
  • How to Enter Receipts with Varying Breakout Codes
  • PayNow Button on the Receipt Maintenance Window
  • Donations with a Special Designation
  • Opt-In and Opt-Out How it Works
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Categories

  • I: @EASE Contents & Resource Listing
  • I: ChatGPT Thoughts on NonProfits
  • VI: Know Your Donors & Strengths
  • I: Fundraising Ideas & Free Seminar Materials
  • I: @Ease Special Donor Handling Routines
  • I: A Thoughtful Discussion on Data Management
  • II: @EASE Lookup Tables & Populating the Database
  • II: @EASE Day One Setup
  • II: @EASE Day One Review
  • II: Private Donors
  • II: @EASE Analytics & Reports
  • II: @EASE Productivity the EaseKMS and Communications Tab
  • II: Campaign Maintenance: How to Setup a Campaign or Appeal
  • II: Dickens - CRM and Moves Management
  • II: Recognizing Donors, In Memory Campaigns, Third Party Hosts and Event Participants
  • II: @EASE Using an Online Auction
  • II Online Training Seminars
  • III: Managing Grants
  • III: Pledge Management
  • III: Managing Lottery Tickets with Ease
  • III: Managing Memberships
  • III: Special Events: Plan to Deliver
  • IV: eReceipts and How they Work
  • IV: PDF Receipts and How they Work
  • V: Q-Xpress Features
  • V: Q-Xpress Selections
  • V: Importing Donors, Contacts and Donations
  • V: Segmenting your Corporate Donors
  • VI: Reports in @EASE
  • VII: @EASE RFWE, Donate Now, Donate Admin, iATS and Import
  • VIII: Azure Cloud
  • IX: Word Processing and Merging
  • X: Auditor & CRA Receipting Questions
  • X: Because You Asked
  • X: New Features
  • XI: Year End Processing - Fiscal and Calendar
  • XII: Volunteers
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