Blackbaud Enterprise CRM

Looking for information on contact reports

Nathan Renihan — Tue, 17 Feb 2009 16:08:36 GMT

Hi Everyone,

My name is Nathan Renihan and I am one of the desigers here at Blackbaud. I am working on a few things surrounding contact reports and I was hoping that there might be some people out there that would want to chime in and help me gather some information. I am interested in two things.

First: General information on contact reports. How do you use them, what information do you want to capture, how are they entered, etc.

Second: If you dont mine sharing, I would love to see sample contact reports. You can email me those at nathan.renihan@blackbaud.com

This information will help me greatly so I can make sure that what I design best serves the needs of our customers :) Thanks in advance for any help!

-Nathan

P.S. I see that this forum has no posts so far, so I have also posted this message in the Raiser's Edge forum so I will hopefully get more information.

Best practice for Job Title and Position fields

Saysavanh Sith-Ratanavong — Thu, 21 May 2009 10:09:37 GMT

These are found in the Individual Relationship tab. Should both be populated (double the effort and duplicating the same information) or just one - if so which one is best?

What are the best practices for the relationship/reciprocal fields?

Saysavanh Sith-Ratanavong — Thu, 21 May 2009 10:06:53 GMT

Raiser's Edge gift processing/fund raising vs. BBEC

Patrick Nagaro — Tue, 21 Apr 2009 16:35:19 GMT

Are there Raiser's Edge users that would be able to share the major differences between the Raiser's Edge and BBEC for gift processing, fund raising actions, and such? I am wondering how difficult it would be to train our staff on BBEC for the same features they use in the Raiser's Edge.

Thanks!