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  • adding funds to my GL tabs

    I can't say for sure that you can export and import because I have not tried it but it is definitely worth looking into. Let us know how it works! *** I can spell, I just can't type. Where is spell check? Melissa S. Graves Director of Development Services The Village for Families and Children mgraves @ villageforchildren.org
    Posted to The Raiser's Edge (Forum) by Melissa Graves on 02-06-2008
  • Job Posting for Hospital

    Also, please remember to include the location - if not in the topic title at least in the message. *** I can spell, I just can't type. Where is spell check? Melissa S. Graves Director of Development Services The Village for Families and Children mgraves @ villageforchildren.org
    Posted to Job Postings (Forum) by Melissa Graves on 02-06-2008
  • Mail Merge

    Unfortunately they are Unconnectible. I hate to say it but BB really messed this one up and it catches users every time. You have to go to config to create the name of the letter and you think you should set it up right there but no, that only sets up the letters you can run one by one from the gift tab. To set up the letters in Mail it is ...
    Posted to Export/Mail/Reports (Forum) by Melissa Graves on 02-06-2008
  • Business Rules

    The only reason I can think of not to do it is that the formatting of the dupe criteria is very limited so you either get a very limited results (not catching all dupes) or get very open results (showing many that are not even close to being dupes) and both can be frustrating. I still use it but wish I could add multiple criteria such as LN ...
    Posted to The Raiser's Edge (Forum) by Melissa Graves on 02-06-2008
  • adding funds to my GL tabs

    Can you export them and change them in excel and re-import them? Would that be quicker? *** I can spell, I just can't type. Where is spell check? Melissa S. Graves Director of Development Services The Village for Families and Children mgraves @ villageforchildren.org
    Posted to The Raiser's Edge (Forum) by Melissa Graves on 02-06-2008
  • Constituency Codes

    Andrea here are my thoughts on your list D - Deceased (not a constituency code - this is a duplicate of the deceased flag) DNS - Do Not Solicit (solicit code or attribute is a better place for this) FR - Friend (why not just individual?) HM - Honor/Memorial (not necessary - you can get this either from the tribute module or the gift ...
    Posted to Data Entry (Forum) by Melissa Graves on 02-06-2008
  • Constituency Codes

    I am concerned about the number of responses in this thread that warn people not to use dates on constituency codes. I never had such problems and found them to be very useful. If someone did not have an active constituency code during a timeframe and made a gift during that timeframe then there is something seriously wrong with that record ...
    Posted to Data Entry (Forum) by Melissa Graves on 02-06-2008
  • Query on a certain time frame

    Also remember that query is not a reporting tool. Sometimes you can absolutely never rely on the output in query to show you what you need. What I would suggest is that you use a query to get your ghroup but then use a report to show the results - often this is the only accurate way to do it. *** I can spell, I just can't type. Where is ...
    Posted to Query (Forum) by Melissa Graves on 02-06-2008
  • Contact Address Problem

    Addresses are a funky thing. Contacts who have their own record get confusing. To my knowledge these address records are not by nature linked. These people can have a primary business address on their individual record and have a separate contact address which may or may not be linked to the orgs primary address. This can lead to 3 completely ...
    Posted to Data Entry (Forum) by Melissa Graves on 02-06-2008
  • How to make the spouse the participant if the main constituent isn't attending?

    I did forget about nametags. It is great to use the name tags field but then you can't (unfortunately) use the name tag field in event reports - the primary constituent will show on the registration list for example. *** I can spell, I just can't type. Where is spell check? Melissa S. Graves [Email Removed]
    Posted to Optional Modules (Forum) by Melissa Graves on 03-09-2007
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