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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...
7/22 Forum Roundup
Here are last week's most popular forum discussions as well as unanswered posts: Most popular topics: Changes in The Raiser's Edge 7.91 Permissions for Data Entry Employees Tracking/Naming Events Board Members as solicitors or soft credits Unanswered...
Query Qualities: Soft Credit Options
Soft credits allow more than one constituent to share credit for a single gift without adding duplicate gift records to the database. Because soft credits are not the same as a standalone gifts, they are treated differently in Query. In a query, soft...
Import Ingisht: Soft Credits (Part II)
In my last post , I discussed how to add new soft credits to existing gifts. Now, let’s look at using import to update the soft credit gift amount on gifts that already have soft credits. In addition to the fields necessary to add a new soft credit (Recipient...
Import Insight: Soft Credits (Part I)
In the comments section of my post on the basics of importing , Mary Ellen asked about importing soft credits. You can both add new soft credits and update existing soft credits in import. I will discuss the first option in this post. Importing new soft...
Sarah's Shortcuts: Giving Credit Where Credit's Due
When two become one, it might be sufficient to credit their gifts to one record. However, you may also find it's beneficial to keep track of donations from constituent couples (had to squeeze alliteration in somewhere ) on both of their records so...