The Raiser's Edge 7 For Beginners: Top 10 Tips

Here's more from The Raiser's Edge 7 for Beginners. This Top 10 list is right at the front of the user guide and provides solid tips for everyone.

1. Save your parameter files so you don’t have to recreate reports and mailings each time.
2. Use Favorites so you can focus on just the parts of The Raiser’s Edge you use everyday.
3. Customize your workspace by using Home Page.
4. Use Dashboard to create reports and get a glimpse of how your fundraising efforts are going.
5. See only the fields and information you want by using Custom View.
6. Speed up your data entry by using Batch to enter data in spreadsheet format.
7. Press F1 anywhere in The Raiser’s Edge. The program knows where you are and offers help on the area you’re in.
8. Set User Options, or rules, to make The Raiser’s Edge behave the way you want on the workstation you are logged into.
9. Add system-wide Business Rules to help you work more efficiently in The Raiser’s Edge.
10. Back up your data!