Reflection on 7 areas of growth observed over the past year! Conga Composer Global Merge, Salesforce Flow, and even a new computer. Plus, bitmojis!
How to use simple spreadsheet formulas to merge three or more contact lists into one. Useful for data cleanup, data migration, surveys, event management, and email blasts!
How I used Conga Composer, Microsoft Word Mail Merge, and some elbow grease to conditionally show/hide tables (and why you might want to, too!)
Pandemics, scams, spreadsheets - OH MY! I'm learning all about fraud and broken promises. In this post, I share my latest insights and how nonprofiteers can shape tech deliberations with trust at heart.
What do my partner, date field formulas, and the Chicks have in common? Read this post to find out! Especially if you create time sheet systems to manage your workload!
I gave myself the title of "Chief Problem Solver." It fit like a Croc. A little squishy, a little dorky, but most of all comfortable and with room to evolve. In this post, some behind the scenes process notes about a project to find the perfect call-forwarding system for a small-scale and super-impactful local nonprofit. Oh yeah, and "I'm" trying out writing in the third-person-epic style.
I think I stumbled upon an Excel "bug" (gasp!!) when I was combining SUMIF formulas plus sorting alphabetically. @___@ This is a new one, grasshoppers and honeybees! Sit down, buckle in, and enjoy the ride - we're gonna get technical with some formulas and explore what to do when you get real confused.
In this installment of Dear Spreadsheet Whisperer, we hear from an old friend who's storing contact information in.... Quickbooks! I offer advice about how to make better use of contact segmentation features and how to begin to explore a better database system.
Isn't it great when spreadsheets just WORK, making your repetitive tasks faster and more accurate? Here are two examples of spreadsheet tools I've built with a combination of Salesforce exports and spreadsheet prowess. Using them makes me feel proud and blissful!
In which I explore topics like cybersecurity, GDPR, privacy and accountability ... juxtaposed with how and when to collect demographic data. *Content warning* for discussion of sexual violence, im/migration status, and racism.