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  • Tracking Foundation Grants in RE

    We also are unable to spend money on any extra modules so I would love to hear how you use the "tasks/other" in actions. I should have added my e-mail [Email Removed] Thanks, Kathy [i]--- Edited at 12/4/2007 4:48:00 PM by Kathy Lindahl[/i]
  • Tracking Foundation Grants in RE

    We want to track submitted grants in RE and be able to report on what has not been submitted for a timeframe. What are others using to do this? Appeals, actions, or attributes? Would anyone be willing to share their process? Thanks, Kathy FamilyMeans
  • E-Mail our Newsletters

    Does anyone have a process for e-mailing their own newsletters to constituents? We have received our first request and I would like some advice. Kathy
    Posted to Export/Mail/Reports (Forum) by Kathy Lindahl on 10-24-2007
  • How do you use Gift Attributes?

    I can't thank all of you enough for your responses. I hope I can be of help to you in the future! Kathy
    Posted to Data Entry (Forum) by Kathy Lindahl on 05-02-2007
  • How do you use Gift Attributes?

    Thank you Lee, If I understand correctly, it is just another way to pull data for reporting? If you use this for the three charitable organizations, then what do you put into the gift fund field? Is the attribute field more for grouping of items?
    Posted to Data Entry (Forum) by Kathy Lindahl on 05-02-2007
  • How do you use Gift Attributes?

    We currently do not use gift attributes and I was wondering how others use them. What type of entries do you use and what for? At our local user group meeting I noticed some used it for soft credited gifts. If you use it for soft credited gifts, I would be interested in knowing how it helps you and what do you put in as the attribute? Thanks ...
    Posted to Data Entry (Forum) by Kathy Lindahl on 05-02-2007
  • Newsletters

    We send out three printed newsletters a year. We do not yet have it available electronically, but plan to do so in the future.We would publish it in our web site, then probably send out an e-mail letting those interested in the electronic copy that it is available. Not exactly sure yet.
  • Default Gift Appeal

    Tracie, We are a small shop and only one person does the gift entry and I was told the batch entry takes longer to do than individual entry because each gift has a different campaign, fund and appeal. In your experience, do you find it to be otherwise?
    Posted to Data Entry (Forum) by Kathy Lindahl on 07-06-2006
  • Default Gift Appeal

    We would like to be able to have the gift appeal default to the last assigned appeal on the consituent's record. It doesn't look like this is possible, so we have to look at the Assigned Appeal Tab prior to entry of a gift. Please note - we do not do Batch Gift Entry because we don't have two entries the same in a day. Does anyone else ...
    Posted to Data Entry (Forum) by Kathy Lindahl on 07-06-2006
  • Punctuation in Addresses

    Thank you Denise, I was too quick to ask. I found them further down in the Users'Edge. Kathy FamilyMeans [Email Removed]
    Posted to Data Entry (Forum) by Kathy Lindahl on 09-27-2005
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