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  • Re: Integrating RE & EE and the effect it has on parent records

    Tracy,  We are currently going through integration as well.  We are in the actual linking process.  We had the same issue in that our spouses were not constituents in the database.  You will have an option in the setup to either add these as new constituents or to link to the relationship record.  The integration is nice ...
    Posted to Integration (Forum) by Rhonda White on 06-16-2009
  • Re: Credit card donations

    The EFT module allows you to create a text file that is sent to your bank for automatic funds transfer.  In the organization that I worked for they had it; it was part of the recurring gift module.  We were processing gifts monthly.  You can process credit cards directly in RE in batch.  I would call your account representative ...
    Posted to Optional Modules (Forum) by Rhonda White on 03-23-2009
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