I am a new user of the Raiser's Edge and am looking for a way to quickly access from the Home Page which constituents need to receive acknowledgment letters for new gifts.  I've added the Dashboard Panel that lists recent gifts but need a way for our Development Director to see who needs to receive an acknowledgement letter.  What's the most efficient way to provide easy access to this information?   

Hi there,

What we do in office, is we run a Gift Detail Report which can be added to your home page.  We add the column Acknowledgment.  This column will indicate which gifts have been acknowledged in the system or not acknowledged, provided that you are using the acknowledgement system through Raiser's Edge.

Hope this helps a little.

I have all of our letters set up in RE: Mail. When I enter the gift, I assign it the correct letter.  Then after I enter all the gifts, I run my mail file (which I have on my home page) and it runs the appropriate letters for the gift that are marked "not acknowledged".  When you run your gifts through mail, it will ask if you want to make the gifts as acknowledged.  I would not do that the first few times through, because you will be finding things to fit.  But once you have it set, have them marked acknowledged.  Then when you run the program again later, it will on merge letters for the gifts that are marked "not acknowledged".

Hope that helps.