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  • Primary Alumni and degrees: are they always used?

    Hi! I am interested in knowing what is the general practice regarding primary alumni and degrees in Raiser's Edge. Polytechnique -where I work with Raiser's Edge- is a school of engineering. The alumni is usually identified as "Name Po Year", Po Year beeing the first degree obtained at Polytechnique, usually a bachelor ...
  • Constituent addresses Date from: to update or not?

    Hi! I am wondering what is the best practice of Raiser's Edge Admins and Users about the "Date from" fields of the Home and Business adresses. I for one lean towards updating the "Date from" with <F3> when the validity of the adress is confirmed either by talking to the constituent or through a gift. Our constituents are ...
    Posted to Data Entry (Forum) by Richard Coveney on 09-05-2006
  • Contact types

    I found the suggestion to enter the contact name in the gift reference field very helpful. The problem with Contact types is that we are limited with 1 choice - or enter the contact names as many times as the contact types we want to use. Here at the Fondation de Polytechnique, we use 1 contact type but many contact attributes according to the ...
    Posted to Data Entry (Forum) by Richard Coveney on 08-16-2006
  • How to put different records (reminders) on same page

    Hi, What is the way to print different records on the same page? In Word, there is the Next Record function. How is it done in Crystal? With a formula like "for 1 to x... next"? Or is there a simpler way? I want to print reminders (Name, address, pledge balance : 3 per page) but since I am using preprinted forms, the reminders have to ...
    Posted to Crystal Reports (Forum) by Richard Coveney on 12-06-2005
  • How do you handle gifts that are designated as non tax deductible?

    If you enter these amounts in RE, it is probably because you calculate these as gifts revenues and you need to balance you bank account with RE? If the gifts are non tax deductible, you could use the Do Not Receipt gift field. You will not issue a receipt and will be able to track those gifts. You could also use a Gift code "Non tax ...
    Posted to Data Entry (Forum) by Richard Coveney on 10-26-2004
  • How to keep track of scholarships

    We are a foundation in higher education. I am looking for suggestions on how to track annual scholarships and to contact the donors each year to see if they are interested to renew their gifts and what are their criteria. I would use a constituent attribute to group the donors, a scholarship contact type to do the mailing, and action to keep track ...
    Posted to Data Entry (Forum) by Richard Coveney on 10-26-2004
  • How to suppress field text with 2 data fields

    In a Crystal 7.5 report, I want to suppress the text field label for constituency when there is no data in both fields. I exported 2 constituency fields. The formula for Object visibility {CnCnstncy_1.CnCnstncy_1_CodeLong}="" and {CnCnstncy_2.CnCnstncy_2_CodeLong}="" does not work properly. The following formula ...
    Posted to Crystal Reports (Forum) by Richard Coveney on 09-29-2004
  • Help-How to transform boolean value into text

    Hi there! I need some help with a formula. In my report, I have a boolean field. I want to transform this value into text like this: if value = "Y" then "Oui" else "". Have you tried this before? Thanks Richard Coveney
    Posted to Crystal Reports (Forum) by Richard Coveney on 08-26-2004
Page 1 of 1 (8 items)