Milwaukee Public Library Foundation Development and Information Specialist Reports to: Executive Director, MPL FoundationHours: Fulltime, some evenings, and weekends for special events  Basic functions of position: Assist the Executive Director and Director of Annual Giving in raising $1,000,000 (+) annually to provide support for ...

Our format tends to be "User Name/Primary User of Query/Export" - "Year" "Short Description"  We find that it helps users find the queries that they use the most often when they look for their name first.

Hi Ray, we don't have the events module so I use attributes as well.  I can pull people who gave to that event (e.g. purchased a ticket) via appeal.  I also have some people marked with a "include in mailing" attribute.  For contacts for a company I have a "dinner event" contact option so I know which ...

Thanks for your response. There is a report but it's not very accurate which is why I was hoping to get more accurate numbers with query.  (It is amazing how the retention rate in reports is always 99%...)

I am wondering how other organizations determine how many members they have year to date compared with the previous year in query.  Thanks!

We use QuickBooks for our accouting system; however, all the numbers match from RE.  I generate a Cash Receipts Journal report to reconcile.  If you are looking to keep all the information in RE I would think creating records for those other line items would work for income.

We have that same problem.  Even when asking for the current membership in the query it might pulled the lapsed one.  In some cases it is conducive to delete the lapsed one and in others we don't want to loose that history.

Usually if there are a number of people that we have a relationship with, I will create the organization record and link those people to it. It can also be a good lead in to establish a relationship with that organization if you know you have contacts there or on that board. ~Misty Barthel Dev. and Info. Specialist MPL Foundation

Melissa, it would appear that they are both entered the same way. And ''print org name'' is checked. It doesn't appear to matter if they are a contact that is on the org record only or if they have their own record and are linked to the company through relationships. Sarah, I'm using export and sending it to Excel 97-2000. I haven't had this ...

When I export a mailing list, the company name does not always pull to go with the mailing address. I could have two people at the same company and one gets pulled with the company name and the other just gets pulled with the business address. Both individuals are set up the same way and linked the same way to the company. Do I need to change a ...