An "Event" can be any event that your organization wants to keep track of, or to link other things with. For instance, events might be each church service, or particular fundraising dinners. You can use CC NonProfit to keep track of the people who attend an event, the pledges or donations that come from that event, publications linked to it, and tasks for it.
- Start from the Home screen and click on "Events and Tasks" in the left panel. The right-hand panel will then show two columns: Events and Tasks.
- Click on the Add button at the bottom of the Events column, to be taken to a blank "Event" screen.
- Type in a "Name" for the event. Add a "Description" if you want it.
- On the "Start" line, click in the right side of the first box to get a popup calendar to enter the start date of the event. You can also just type in the date.
- Click in the box beside the Start date to enter the start Time, if you wish.
- Similarly, enter the End date and time in the next row.
- Tabs at the bottom of the screen
- Each tab represents other areas that may be linked to this event, such as pledges, donations, publications, attendance and tasks.
- Note: The tab labels are determined by the names in the Settings section under "Custom Labels and Graphics." They are arranged on the tabs by a field in the Settings table called "event_tabs_c." This field is currently set to use global storage, in order to display properly when you go into Find mode on this layout. However, set as global storage, the field will not update the name of the label if you change the name in the Settings section. To force it to change, you need to change the field to a standard field, and then change it back again to global storage. To do this go to File > Manage. Choose "Database" from the sub menu. Go to the Fields tab and change the table to Settings. Select the "event_tabs_c" field, and choose the Options button. In the lower right hand corner select the "Storage Options" button. In the Storage Options dialog box, note that the box for Global Storage is checked. Click on the box for "Do not store calculation results -- recalculate when needed." Click the OK button three times to accept this change and exit the Manage Database window. The label should now have changed to your new name in Settings. Then repeat this process, only changing the field back to global storage, to again make it available in Find mode.
- Pledges to your organization that resulted from this event can be listed in the Pledges section (Standard version only). To add a pledge from this screen click on the Add button to the right of the tab section. You will be taken to a new Pledge screen with this event filled in. Fill in the rest of the information on the Pledge screen. For help filling it in, see the Pledges Help section.
- Click the Back arrow in the Status Bar to return to this Event.
- To enter a new Donation for this event, click on the "Donations" tab. Click on the Add button.
- Fill in the information on the new Donation screen. (The Event will already be filled in for you.) For help filling in the Donation screen see the Donations Help section.
- Publications linked to this event will be listed on the Publications tab (Standard version only).
- The Attendance tab lets you list all of the people who attended your event. To add people click on the Add button.
- A dialog box will ask, "Do you want to add a single contact or all of the members of a Contact List?" Choose "Single," "List," or "Cancel."
- If you choose "Single" the "Select Contact" window will pop up, letting you select a single person or group contact to add. You can add a new Contact to the system by clicking the Add button in the bottom of this window, typing the name, and clicking OK.
- If you choose "List" you will be shown the Contact Lists currently in the system. Clicking on a List will add the members of that List individually to your event.
- Theoretically you can add a new list with the Add button. But note that this will just create a name for the Contact List and not select any members for it. Clicking OK will not add anyone to your event. In this instance, it is best to create your Contact List before you want to add that list to an event.
- Note that CC NonProfit will not check to see if you have already added the same person to your list of attendees to the event. For instance, if you add person A to the list individually, and then add Contact List B, where individual A is a member of the List, you will end up with person A repeated as an attendee. You can use the blue trash can icon to remove such duplicates.
- Tasks tab. You can link tasks to this event. Click on the Tasks tab and then on the Add button to pop up a "Task" window.
- In the Task window, give the task a "Name."
- Click on the right side of the "Due Date" box to bring up a calendar from which you can pick the date the task is due.
- Enter any "Notes" you want about the task.
- From the "Contact" list, choose who is responsible for completing this task.
- The Event will already be selected as the event you are currently working on.
- Click the OK to complete writing the Task.
- The task will be listed in the Task tab. When the task is completed, click on the check mark in the gray circle to turn the circle green, to indicate the Task has been accomplished.
- To review or revise an event, start from the Home screen. Click on "Events and Tasks" in the menu on the left. In the right-hand panel, click on the orange triangle next to the event you want to review or revise.
- In the Event detail screen, make any changes you want.
- To add new pledges, donations, attendees, or tasks, click on the appropriate tab and then click on the Add button.
- To revise a Task, click on the Task tab, and then click on the pencil icon next to the Task you want to revise. Make any changes you want in the popup window and click OK.
- Note that past-due tasks will be highlighted in red text.
- If you want to mark a task as complete, you can do it two ways: Most quickly you can click on the gray circle with the check mark on the line of the task, to the left of the edit pencil. Or, if you are already in the popup window you can click on the "Complete" check box. In either case, when you look at the Task line, the text will have changed to green and the check mark will be in a green circle.
- To delete a pledge, donation, attendee, or task, go to the appropriate tab and click on the blue trash can icon next to the item you want to delete. When you confirm your intention to delete the item in the dialog box, the item will be removed.
- From the Home screen, click on "Events and Tasks" in the menu, and then click on the orange triangle next to the event you want to delete. This will take you to the Event detail screen.
- Click on the "Delete Event" button in the Status Bar. Confirm you intention to delete the event in the dialog box. When you click "Delete" the event will be permanently removed.