Get Comfy in The Raiser's Edge - Using your Home Page

Are there functions that you use on a daily basis in RE that are a little more than a point and click away? RE has the solution: Favorites. With Favorites, you indicate that a specific mailing/record/report/query is a favorite (click on the Folder image with Star on it from within the Record). Marking this option adds the function to your Home page so that you can simply point, click, and run (kind of like a Windows shortcut ).

Other reasons to use favorites:

- You can view dashboard panels on this screen. For example, the action reminders Dashboard will allow users to view pending actions - those that have yet to be completed. This will provide a more dynamic approach to fundraising.
- Use Quick Find to open a constituent or make a whole constituent record a favorite!
- Do you really love your Gift Detail & Summary report? Make it a favorite! You will then see it listed on your Home page where you can run your report directly.
- RE will work with other programs to open web pages, specific Documents, or Spreadsheet files.

With this option, you can get to the point where you can work almost directly within the Home page! You can even organize your favorites in a method that works for you. So go get comfortable in your Home page!