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policies and procedures?

Last post 06-23-2008 10:25 AM by Betsey Weaver. 1 replies.
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  • 06-09-2008 4:19 PM

    • Julie Hiland
    • Top 150 Contributor
    • User Since: 2001
    • Posts 38
    • Organization: Atlanta Historical Society, Inc.
    • Products:  The Patron Edge, The Raiser's Edge, The Researcher's Edge

    policies and procedures?

    Has anyone written or does anyone have any documented policies for their organization's usage of The Researcher's Edge?  We just got it and now I'm tasked with learning the ropes and figuring out what policies and procedures we should set in place for security and consistency.  Is anyone willing to share?

  • 06-23-2008 10:25 AM In reply to

    • Betsey Weaver
    • Not Ranked
    • Posts 1
    • Organization: Faxton St. Luke's Healthcare Foundation

    Re: policies and procedures?

    We just started using The Researcher's Edge as well. We have decided to rely on the gifting information in The Raiser's Edge database since the information that went to The Researcher's Edge did not include pledge information. 

    If anyone else has any best practices information relating to The Researcher's Edge, I'd be interested.

     

     

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