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Our organization is looking into recording all our vendors in Raiser's Edge in order to be able to solicit them in the future for donations.
Does anyone have such a policy in effect, and how do you go about coding them?
We put our major vendors in, Constituency code them Corporation. The have an attribute of Vendor. We solicit twice a year when we mail our general corporate letters.
Hi Christopher and Nina,
I thought I'd drop you a line and let you know about a nice time saving tool. If you have RE set up to interface with FE, you can actually add vendors into your AP directly from their record in RE.
Have a great weekend,
Naomi
Thanks Naomi, unfortunately we do not have FE. Great idea though.
Naomi,
Do you know if works in reverse? If I need to add vendors into RE, can I add them from FE? The whole integration with RE has been one of our biggest frustrations.
Thanks