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11/4 Forums Roundup
We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Constituent Codes in a batch Analytical Report Edit Setup After Batch...
10/21 Forums Roundup
We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Event Essentials Question Auction using only the Raiser's Edge Separate...
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. Save your parameter files so you don’t have to recreate reports and mailings each time. Use Favorites...
10/14 Forums Roundup
We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Batch Commit Control Report Event Essentials Question Using Microsoft...
Bringing Up Batch: Constituent Giving History in Batch
Using history to solve mysteries is a popular trend in entertainment; there's the Robert Langdon books, the National Treasure movies, and The Librarian . The heroes in these stories usually spend a lot of time tracking down some obscure old tome to...
9/30 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Third Party Payments on Pledges Gift total > $750 in a 12 Month Period - Not calendar or fiscal year change - help Improving Database Constituent Information...
8/26 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Policies and Procedures Manual Procedure for capturing additional information that accompanys a tribute gift? Entering revenue into RE without using the...
8/5 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: HELP! Online credit card donations! Changes in The Raiser's Edge 7.91 entering a batch Support Roundtable The Raiser’s Edge 7.91: What you need to...
Bringing Up Batch: Global Change Batch Magic
What makes Batch such a handy tool is that you can enter a large amount of data on one screen to add records to the database en masse. Using Batch, you can save time by selecting prompts to automatically display for each record or by adding default fields...
Bringing Up Batch/Query Qualities Crossover: Cleaning Up the House
You may find yourself hunting through a long list of queries. And you may find yourself scrolling through batches that have lost their relevance. And you may ask yourself, "Well, how did I get here?" As the days go by, your database will likely...
Bringing Up Batch: Saved!
When it comes to saving batches while you're working in them, you could be Francisco Rodriguez or you could be Manuel Corpas . If your network goes down or your power goes out while you're working in Batch, you could lose loads of data entry....
Bringing Up Batch: Adding and Editing Constituents
Like a Swiss Army knife , a gift batch can be used for more than one purpose. If you need to make a change to a constituent's name, address, or other information during gift entry in Batch, you can do so using the constituent window. To use the constituent...
Sarah's Shortcuts: The Joy of Batch Templates
Unless we're talking about making cookies , cakes , or crepes , I pretty much never like to start from scratch. There may be underlying laziness contributing to my perspective, but I would argue that I'm an advocate for efficiency. Why require...
Sarah's Shortcuts: Preparing for Pledges
So I realize I'm probably starting a little late, but I'm finally beginning to map out a budget of sorts and am taking time to monitor my expenses. It's been rather eye-opening. For one, I don't make as much as I thought I did (good to...
Bringing Up Batch: Sometimes it's Good to Repeat Yourself
Like the tides, the cycles of the moon, and the inevitable sequels to popular action movies, some donors give gifts with clockwork reliability through payroll deduction or other means. Re-entering these gifts each time busies hands that could be doing...