I would love to see what you have done.  We can't afford the prospect module and we are just getting started with RE. 

Would also be interested in seeing how your handle tracking Grants in base RE. 

 Thanks,

Tricia Bouton

Hi Megan:

Would you mind sharing with me, too?  Our Executive Director doesn't want to spend the money on an addition Module, so I'm trying to determine the best way to track grants.

Thanks!

Eleanor

 We have just done this with great success without using prosepct edge:-

 I can check more on what is exactly being done here as I am not leading on this just advising on the use of RE as I am the oldest user here.

Basically most grants from trusts are being set up as Pledges, this allows past due dates to be reported on, also Actions are very much used to remind the right people of certain deadlines, actions can also have follow up actions or actions triggered by another being complete.

 Most actions need to be set to your needs, please mail back if I can advise further.

Jason

Hi Megan:  We have exactly the same question, and even at my RE training earlier this month, the topic wasn't addressed adequately.  We'd love the details on know how you created a way to do this through Actions and created a crystal report.  Would you be willing to share this with me?

Laura