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 ...

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

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 ...

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 ...

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

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

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

What kind of clean up do you mean? Ann

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

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