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Events Module for Board Meetings?

Last post 03-10-2009 9:12 AM by Erin Bullinger. 2 replies.
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  • 03-06-2009 11:49 AM

    • Katie Kupiecki
    • Top 150 Contributor
    • User Since: 2001
    • Posts 67
    • Organization: Borgess Foundation
    • Products:  The Raiser's Edge

    Events Module for Board Meetings?

    For those of you that have the events module, do you track your Board Meeting in it?  If you do, what to what extent do you use it (i.e., do you put your minutes and other documents in media?).   We are thinking about using it just so we can have attendance records show up in their constituent record.

    Any thoughts would be appreciated! 

     

    Katie
    Borgess Foundation
  • 03-09-2009 3:40 PM In reply to

    Re: Events Module for Board Meetings?

    I would suggest that possibly the volunteer module is a better place.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 03-10-2009 9:12 AM In reply to

    • Erin Bullinger
    • Not Ranked
    • Posts 12
    • Organization: Brookings Institution
    • Products:  The Raiser's Edge

    Re: Events Module for Board Meetings?

    We track our Board Meetings using the Events Module.  I have seen some documents, like a PDF of the invitation, in Media but I'm not sure if we use that feature heavily.  We mostly use the events module to track invites and RSVPs.  We then run invite lists using Crystal.  There are canned events reports in Reports, but we don't use them; I think the reason is that we wanted to customize the look of the reports, but I'm not sure as that was before my time. 

    Unfortunately, the Events tab is the one thing I don't know too much about because our Events team is self-sufficient in that way, but if you have any other questions, I'll see what I can find out.

     --Erin--

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