Celia Wirth

  • Total activity 17
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Activity overview

Latest activity by Celia Wirth
  • Celia Wirth created a post,

    waitlist

    We have lots of classes, and as a result many people on wait-lists.  What is the proper thing to do with the wait-list on expired classes? Can it be archived somewhere?  Or is the expected option s...

  • Celia Wirth created a post,

    Comments on a post

    Answered

    I have tried to add a comment to a couple of posts, but there does not seem to be a way to submit the comment.

  • Celia Wirth created a post,

    How to use Sessions

    We have classes that meet more than one day, for instance photography for kids meets two satudays in a row.  It is a single class, for one price, but meets twice on non-consecutive dates.  I would ...

  • Celia Wirth created a post,

    attachments in External email

    When sending an External Email to an Account, is it possible to add an attachment?  I tried dragging and dropping, but it does not work. thank you.

  • Celia Wirth created a post,

    Sent Mail quantity indicator

    In an Account, Sent Mail has a count indicator for Neon CRM Emails.  I would love to see a count regardless of whether it is Neon CRM Emails, or External Emails.  Right now I must go fishing to see...

  • Celia Wirth created a post,

    How to delete a Saved Report

    Completed

    I have created several Saved Reports that, in my learning curve, turned out to not be valuable.  I cannot find where and how to delete saved reports.

  • Celia Wirth created a post,

    How to clone a one-click report

    Answered

    I have opened the Transaction and Payment> Total Year Transactions and I is the basic format of a report I want to make.  How can I clone it to make a custom report?  I cannot seem to find the corr...