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Flagging Key Donors when Batching Donations

Last post 12-02-2008 3:17 PM by Margaret Wagstaff. 18 replies.
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  • 11-25-2008 3:41 PM In reply to

    Re: Flagging Key Donors when Batching Donations

    I never thought of using a Business Rules for Batch entry.  Can you give me examples of what you use it for?

    Thanks,

    Margaret 

     

  • 11-25-2008 4:38 PM In reply to

    Re: Flagging Key Donors when Batching Donations

    A query of total giving = 0 can give you a popup that the donor has never made a gift before and you may want to use a new donor letter code (if you have one)

    A query on prospect classification can give you a popup that a donor has a certain classification and should get a certain letter code to be signed by the President and CEO.

    A query on all current board members can give you a popup to remind you to send an email to the Board Chair who would like to call to thank board members when they make gifts.

    A query on has no valid address can prompt the DE person to update the address on the record.

    There are many, many uses.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 11-25-2008 5:31 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Flagging Key Donors when Batching Donations

    Melissa Graves:
    A query of total giving = 0 can give you a popup that the donor has never made a gift before and you may want to use a new donor letter code (if you have one)
    I don't think this one is possible.  Batches require business rules based on GIFT queries and I couldn't find an option to do a summary in a gift query.

    We have one for "Special Handling Instructions" based on a constituent attribute.

    Drew

    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 12-02-2008 3:17 PM In reply to

    Re: Flagging Key Donors when Batching Donations

    You guys are good, you have me thinking now.

    Thanks!

    Margaret

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