PracticeMaster Q&A: Tracking Gifts and Cards for Contacts

November 2020    Tags: ,

I want to track which contacts should receive gifts and/or cards. Is there an easy way to do this?

One option to track gifts and cards is to add check boxes to the Contact file for each item you want to track. You can then select the applicable check box(es) for each contact who should receive that gift or card. Optionally create new fields for any notes or dates you want to add for additional tracking. Filters and reports can be created to easily see which contacts should receive a card or gift.

To create a check box field in the Contact file

  1. From the Maintenance menu, select File Maintenance.
  2. Expand Lookup Files, select Contact, and then click OK.
  3. In the File Definition window, on the Field tab, press Ctrl+N.
    1. Enter the desired Field ID.
    2. Select a Field Type of Boolean.
    3. Enter the desired Field Name (e.g., Holiday Card, Event Tickets, etc.).
    4. Select the Display as Check Box check box.
  4. Repeat step 4 for each check box you want to add.
  5. Click Done.

You can now add the new field to the Contact form via Form Designer (Edit | Form Designer).

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