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Proposals Guidelines for Initial Set-Up
Proposals Guidelines for Initial Set-Up
Last post 09-13-2007 10:11 AM by
Karen H. Hartt
. 2 replies.
Page 1 of 1 (3 items)
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09-13-2007 8:53 AM
Margaret Whitaker
Posts
96
Organization: Novant Health
Products: The Raiser's Edge, The Researcher's Edge
Proposals Guidelines for Initial Set-Up
Reply
Contact
Good morning All, Does anyone have examples of their policies and procedures or guidelines for setting up/using the Proposal Tab within the Prospect module? I want get ideas on what fields are most commonly used, what makes sense, what does not make sense, what options people have put in their drop down tables for populating options for fields etcs.
Thanks!
Margaret Whitaker
[Email Removed] Margaret Whitaker
Presbyterian Hospital Foundation
Margaret Whitaker
Donor & Financial Services Coordinator
Presbyterian Hospital Foundation
Filed under:
policies and procedures
09-13-2007 10:11 AM
In reply to
Karen H. Hartt
User Since: 1999
Posts
99
Organization: Maine Community Foundation
Products: Accounting for Nonprofits, Blackbaud NetCommunity, The Financial Edge, The Raiser's Edge, The Researcher's Edge
Proposals Guidelines for Initial Set-Up
Reply
Contact
Hello Margaret. I have procedures for using the prospect tab, and I would be happy to share. Check the shared document section of Blackbaud - I believe I shared them a while ago. If not there, email me and I will forward. You will need WinZip to open the files. Karen Karen H. Hartt Philanthropic Services & Research Coordinator Maine Community Foundation 245 Main Street Ellsworth, ME 04605 [Email Removed]
Karen H. Hartt
Maine Community Foundation
245 Main St.
Ellsworth, ME 04605
khartt@mainecf.org
877-700-6800
09-13-2007 10:11 AM
In reply to
Karen H. Hartt
User Since: 1999
Posts
99
Organization: Maine Community Foundation
Products: Accounting for Nonprofits, Blackbaud NetCommunity, The Financial Edge, The Raiser's Edge, The Researcher's Edge
Proposals Guidelines for Initial Set-Up
Reply
Contact
Hello Margaret. I have procedures for using the prospect tab, and I would be happy to share. Check the shared document section of Blackbaud - I believe I shared them a while ago. If not there, email me and I will forward. You will need WinZip to open the files. Karen Karen H. Hartt Philanthropic Services & Research Coordinator Maine Community Foundation 245 Main Street Ellsworth, ME 04605 [Email Removed]
Karen H. Hartt
Maine Community Foundation
245 Main St.
Ellsworth, ME 04605
khartt@mainecf.org
877-700-6800
Page 1 of 1 (3 items)