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Moves Management for Multiple Proposal Types

Last post 02-12-2008 10:52 AM by Graham Getty. 1 replies.
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  • 02-01-2008 12:17 PM

    Moves Management for Multiple Proposal Types

    Does anyone use the prospect module for moves management for their annual asks as well as for major gift proposals? We currently track our 1000 or so MG prospects through proposals and actions, but we are moving toward tracking the annual asks for these constituents as well as for other high end annual donors from two seperate (and frequently non-cooperative) programs. I'm trying to figure out how to track up to 3 (or more) concurrent cultivation tracks and be able to pull reports on any combination of solicitor, track, planned ask date and the like. Any suggestions would be greatly appreciated. Thanks.
  • 02-12-2008 10:52 AM In reply to

    • Graham Getty
    • Not Ranked
    • Posts 15
    • Organization: St. Albans School
    • Products:  Accounting for Nonprofits, Admissions and Registrar's Office 6, The Education Edge, The Financial Edge, The Raiser's Edge

    Moves Management for Multiple Proposal Types

    We use both at St. Albans School. We keep everything the same (cycle names, etc.) except as follows for the AG side: we use 'Completed' and 'Not Completed' for Action Statuses (as opposed to 'Open' and 'Closed' for Campaign proposals). And, also, since AG proposals are usually less involved we have a specific Actions Types (Such as 'AG Solicitation', 'AG Follow-up', etc.) that allow us to keep the AG separate from Capital when needed (using select experts in Crystal Reports and/or runtime query operators such as . If you want to watch a full, narrated screencast that documents our prospect management system, feel free to at the following link: http://REsolvedLLC.com/screencast.html  Please note, the presentation is long, but once it loads, please do fast forward to some of the 'live demonstrations'. Cheers, -graham _________________________________________ Graham Getty Director, Development Information Systems St. Albans School Washington DC
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    Graham Getty
    Director, Development Information Systems
    St. Albans School | Washington, DC USA
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