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  • Data/Info Form

    ooh, that is good Melissa. I really like that procedure. Thanks for sharing! I also have the same dilemma of filling out forms. Although I do have the forms created, I usually get an email instead. The thing I like about the forms is that it prompts the user with things to think about (indirect RE training). I find with an email I am ...
    Posted to Data Entry (Forum) by Ann McCallum on 09-01-2004
  • Monthly Total by Fund

    I have this exact report in Crystal. If you would like to email me at [Email Removed] I will send it to you. Or if you prefer you can call me and I will walk you through it. It is very easy. Cheers, Ann
    Posted to Crystal Reports (Forum) by Ann McCallum on 08-25-2004
  • How to enter gifts in memory or honor of without using RE:Tribute

    We also receive in memoriam and in tribute donations and do not have RE: Tribute. I am curious - what is the reason for using the gift subtype - I just assign the appropriate appeal and then in gift attribute I assign the name of the deceased since we include that in the thank you letter. Thanks. It is always good to hear how others are ...
    Posted to Data Entry (Forum) by Ann McCallum on 08-20-2004
  • Soft Credits

    Oops - please excuse me for sending this twice - I just noticed I had it under the wrong topic. Our organization currently uses Soft Credits in an inconsistent manner. I would like to put some parameters around soft crediting. Does anyone have anything they could share with me or any tips on what to be thinking about? Much obliged, Ann ...
    Posted to The Raiser's Edge (Forum) by Ann McCallum on 05-18-2004
  • Soft Credits

    Our organizations currently uses Soft Credits in an inconsistent manner. I would like to put some parameters around soft crediting. Does anyone have anything they could share with me or any tips on what to be thinking about? Much obliged, Ann McCallum
    Posted to Optional Modules (Forum) by Ann McCallum on 05-18-2004
  • Donation grid calculations

    Just wondering ... how do others calculate their donation grid when sending direct mail solicitations? For example if the donor increased their gift when last solicited do you then increase the donation grid amount again on the next solicitation? Thanks, Ann
    Posted to NP Policies and Procedures (Forum) by Ann McCallum on 04-23-2004
  • Cleaning up of database

    You can create a query of the records that you want to delete and then go to admin and use the globally change records option. Hope this helps. Ann
  • Cleaning up of database

    What kind of clean up do you mean? Ann
  • Need Policy and Procedure Manual

    Good Morning! My apologies for taking so long to complete these Standards and Procedures documents. I have sent them to be posted on the BB website. If you would rather me email them to you directly please send me your email address. Cheers, Ann
    Posted to Implementation/Conversion (Forum) by Ann McCallum on 03-30-2004
  • Appeals

    Okay, I think I am finally getting my head around this campaign, fund, appeal thing. My next question is .. would you ever have a donation without an appeal? And I don't mean unsolicited - it was solicited but more of a unique kind of solicitation - such as will major givers - each constituent is solicited differently. Thanks, Ann
    Posted to Data Entry (Forum) by Ann McCallum on 03-26-2004
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