Table of Contents

PART IINSTALLING “UNITED WAY the EASY WAY” SOFTWARE
Chapter 1Before Installing the Software
Chapter 2Installing the Software
Chapter 3Installing the Scanner
 
PART IIORGANIZING YOUR INFORMATION
Chapter 4Organizing Employee Data To Retrieve Essential Campaign Information
Chapter 5Employee Data Requirements
Chapter 6Agency Data Requirements
Chapter 7How to fill out the pledge form & make corrections
 
PART IIITHE MAIN MENU
Chapter 8Features & Function
Chapter 9Import
Chapter 10Scan Edit
Chapter 11Add New Donor
Chapter 12Report Form
Chapter 13Setup
Chapter 14Change Employee Card #
Chapter 15Special Events
Chapter 16Campaign Coordinator / Management Email
Chapter 17Thank You & Correspondence by Letter or E-mail
Chapter 18Donor Data
Chapter 19View All Table Data
Chapter 20Agency List
Chapter 21Export
 
PART IVADVANCED CAMPAIGN FEATURES (contact SDSI for assistance)
Chapter 22 Building Custom Reports
Chapter 23Appending The Database
Chapter 24Working On The Network
Chapter 25Exporting The Data (Payroll)
 
PART VAPPENDIXES
Appendix ATroubleshooting
Appendix BRemove hyphens from SSN
Mail Merge
Update Query for separating LName comma FName
Formula to remove everything right of Decimal
Mail Merge
Update the Database
Link Tables to Server