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Forums » Product Forums » The Raiser's Edge » Optional Modules » RE:Search/Prospect Tab & Grants Tracking

RE:Search/Prospect Tab & Grants Tracking

Last post 07-30-2008 11:34 AM by Joe Meehan. 1 replies.
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  • 07-30-2008 10:26 AM

    • Nikki Berrian
    • Not Ranked
    • Posts 10
    • Organization: Big Brothers Big Sisters of Metro Atlanta

    RE:Search/Prospect Tab & Grants Tracking

    Reply Contact

    Although I saw a few discussions on this topic, they all appeared to be very old.  If anyone has any insight to share on using the prospect tab specifically for grants tracking, please contact me.

    Nikki Berrian

    Big Brothers Big Sisters of Metro Atlanta

    Nikki.Berrian@bbbsatl.org 

     

  • 07-30-2008 11:34 AM In reply to

    • Joe Meehan
    • Top 150 Contributor
    • User Since: 1997
    • Posts 38
    • Organization: Milken Institute
    • Products:  Blackbaud NetCommunity, The Raiser's Edge

    Re: RE:Search/Prospect Tab & Grants Tracking

    Reply Contact

    Check out http://forums.blackbaud.com/forums/p/8225/29233.aspx#29233

    I wrote a user guide for tracking propsoals in RE with the prospect module.  I designed it so that the canned reports would work well with the fields that you use, so there's no need to create other reports. It's been some time since I wrote it, but I think everything is still accurate.  Feel free to ask me if you have any questions.

     Regards,

    Joe

    Joe Meehan
    Manager, Database Administration
    Milken Institute
    Santa Monica, Ca
    JMeehan@MilkenInstitute.org
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